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

616 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+89
Holders Change %
+16.89%
% of All Funds
12.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
123
Increased
155
Reduced
199
Closed
28
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$339K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.4M
3
WIA
World Investment Advisors
California
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$5.73M
5
Truist Financial
Truist Financial
North Carolina
+$3.41M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$58.8M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$22.9M
3
Wells Fargo
Wells Fargo
California
-$19.7M
4
LPL Financial
LPL Financial
California
-$19.5M
5
SCM
Sandler Capital Management
New York
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Maltin Wealth Management
New Jersey
$1.05M +$1.05M +17,576 New
CPA
202
Capital Planning Advisors
California
$1.02M -$4.76K -80 -0.5%
PCG
203
Private Capital Group
Connecticut
$1M -$119K -2,000 -11%
IA
204
IFP Advisors
Florida
$999K +$69.6K +1,172 +7%
PWAP
205
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$992K +$497K +8,260 +100%
EIP
206
Ellis Investment Partners
Pennsylvania
$986K -$20.3K -340 -2%
CHA
207
Carmichael Hill & Associates
Maryland
$978K -$18.6K -312 -2%
QCMC
208
Quantum Capital Management (California)
California
$964K -$952 -16 -0.1%
CPSC
209
Carl P. Sherr & Co
Massachusetts
$952K +$952K +15,984 New
HA
210
HYA Advisors
Missouri
$949K +$949K +15,936 New
HCIA
211
Hochman Cole Investment Advisors
Illinois
$942K -$15K -252 -2%
DP
212
Dearborn Partners
Illinois
$941K -$202K -3,400 -18%
AIP
213
Ameritas Investment Partners
Nebraska
$916K -$2.38K -40 -0.3%
PG
214
Patten Group
Tennessee
$914K -$4.76K -80 -0.5%
LRIA
215
Leonard Rickey Investment Advisors
Washington
$898K -$1.43K -24 -0.2%
FRA
216
Front Row Advisors
California
$896K -$35.7K -600 -4%
BHWM
217
Bar Harbor Wealth Management
New Hampshire
$878K -$76.7K -1,288 -8%
TCOV
218
Trust Company of Vermont
Vermont
$878K +$98.3K +1,652 +13%
RJT
219
Raymond James Trust
Florida
$875K -$1.43K -24 -0.2%
HA
220
Harborview Advisors
Maine
$870K -$19K -320 -2%
9WM
221
9258 Wealth Management
Ohio
$869K +$869K +14,600 New
BSB
222
Bangor Savings Bank
Maine
$866K -$53.8K -904 -6%
SG
223
Somerset Group
Minnesota
$862K -$464K -7,788 -35%
CWM
224
Connecticut Wealth Management
Connecticut
$860K +$128K +2,148 +17%
Bessemer Group
225
Bessemer Group
New Jersey
$858K -$22.9K -384 -3%
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