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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25.3M
2
PFG
Piershale Financial Group
Illinois
$23.9M
3
BCM
Brookstone Capital Management
Illinois
$15.3M
4
BFG
Barber Financial Group
Kansas
$14.5M
5
CC
Courier Capital
New York
$16.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$148M
2
Wells Fargo
Wells Fargo
California
$751M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.4M
4
Truist Financial
Truist Financial
North Carolina
$57M
5
CA
Centerpoint Advisors
Massachusetts
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
CWH Capital Management
Washington
$1.28M -$187K -3,132 -13%
HA
177
HYA Advisors
Missouri
$1.27M +$74.6K +1,248 +6%
BMCM
178
Bryn Mawr Capital Management
Pennsylvania
$1.26M -$27.7K -464 -2%
IA
179
IFG Advisory
Georgia
$1.24M -$319K -5,332 -20%
EWA
180
EP Wealth Advisors
California
$1.23M -$110K -1,844 -8%
TFF
181
The Family Firm
Maryland
$1.22M -$32.3K -540 -3%
SBH
182
Segall Bryant & Hamill
Illinois
$1.21M – – –
YIA
183
YHB Investment Advisors
Connecticut
$1.2M +$1.2M +20,024 New
MA
184
MONECO Advisors
Connecticut
$1.18M -$7.89K -132 -0.7%
CAG
185
Crestwood Advisors Group
Massachusetts
$1.18M +$12K +200 +1%
CF
186
Centaurus Financial
California
$1.13M +$289K +4,828 +34%
ASN
187
Advisory Services Network
Georgia
$1.12M +$73.4K +1,228 +7%
DIA
188
Dana Investment Advisors
Wisconsin
$1.1M -$69.1K -1,156 -6%
TIA
189
Tiemann Investment Advisors
California
$1.1M -$8.61K -144 -0.8%
NA
190
NewEdge Advisors
Louisiana
$1.1M +$140K +2,348 +15%
FI
191
FormulaFolio Investments
Michigan
$1.1M +$1.1M +18,316 New
OCM
192
One Capital Management
California
$1.09M -$159K -2,664 -13%
MWM
193
Mattern Wealth Management
Kansas
$1.09M +$410K +6,852 +61%
TCOV
194
Trust Company of Vermont
Vermont
$1.08M – – –
FNBOSM
195
First National Bank of South Miami
Florida
$1.08M +$310K +5,188 +40%
CA
196
Clearstead Advisors
Ohio
$1.08M +$21.3K +356 +2%
Franklin Resources
197
Franklin Resources
California
$1.07M +$17.7K +296 +2%
RhumbLine Advisers
198
RhumbLine Advisers
Massachusetts
$1.05M +$1.05M +17,600 New
EIP
199
Ellis Investment Partners
Pennsylvania
$1.03M +$32K +536 +3%
RJT
200
Raymond James Trust
Florida
$1.02M +$32.8K +548 +3%
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