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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
$17.3M
2
SCM
Sandler Capital Management
New York
$14.8M
3
FI
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
LPL Financial
California
$87M
5
KAS
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$1.86M -$36.3K -502 -2%
SS
177
Simplicity Solutions
Minnesota
$1.85M -$218K -3,012 -11%
UB
178
UMB Bank
Missouri
$1.83M -$484K -6,696 -21%
FCI
179
Financial Counselors Inc
Kansas
$1.81M +$165K +2,282 +10%
Comerica Bank
180
Comerica Bank
Texas
$1.7M -$19.4K -249 -1%
PMG
181
ProVise Management Group
Florida
$1.68M +$800K +11,082 +91%
STA
182
Summit Trail Advisors
New York
$1.65M -$4.95M -68,568 -75%
AF
183
Advisornet Financial
Minnesota
$1.65M -$515K -7,136 -24%
PFA
184
Pinnacle Family Advisors
Missouri
$1.6M -$170K -2,357 -10%
AHC
185
Anderson Hoagland & Co
Missouri
$1.6M +$1.6M +22,088 New
SI
186
Stephens Inc
Arkansas
$1.59M -$185K -2,562 -10%
NAM
187
NTV Asset Management
West Virginia
$1.59M -$50.6K -700 -3%
AFC
188
AFT Forsyth & Company
Florida
$1.59M – – –
FNBT
189
FineMark National Bank & Trust
Florida
$1.59M – – –
CAG
190
Crestwood Advisors Group
Massachusetts
$1.56M +$137K +1,900 +10%
AWM
191
Avior Wealth Management
Nebraska
$1.55M -$274K -3,797 -15%
CCT
192
Country Club Trust
Missouri
$1.55M -$582K -8,070 -27%
BMCM
193
Bryn Mawr Capital Management
Pennsylvania
$1.54M +$9.39K +130 +0.6%
HA
194
HYA Advisors
Missouri
$1.53M +$72 +1 +0%
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$1.49M +$1.49M +6,400 New
MA
196
MONECO Advisors
Connecticut
$1.48M -$20.4K -268 -1%
SFG
197
StrategIQ Financial Group
Indiana
$1.48M -$108K -1,496 -7%
EWA
198
EP Wealth Advisors
California
$1.47M -$13.3K -184 -0.9%
EF
199
Empowered Funds
Pennsylvania
$1.47M +$1.47M +20,370 New
GW
200
GW & Wade
Massachusetts
$1.47M +$1.47M +20,300 New
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