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

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
201
Trust Company of Vermont
Vermont
$707K +$48.9K +1,096 +7%
HCIA
202
Hochman Cole Investment Advisors
Illinois
$706K – – –
EIP
203
Ellis Investment Partners
Pennsylvania
$706K +$10.8K +256 +2%
CHA
204
Carmichael Hill & Associates
Maryland
$702K -$31.1K -696 -4%
AIP
205
Ameritas Investment Partners
Nebraska
$699K +$12.5K +280 +2%
PCG
206
Private Capital Group
Connecticut
$694K -$56.2K -1,260 -7%
GL
207
Graypoint LLC
New York
$694K +$694K +15,556 New
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$676K -$1.57M -35,304 -70%
VFA
209
Voya Financial Advisors
Connecticut
$666K -$959K -21,264 -59%
WWM
210
Windsor Wealth Management
Indiana
$666K +$68.2K +1,528 +11%
SF
211
Synovus Financial
Georgia
$663K +$93.1K +2,100 +16%
PA
212
PFG Advisors
Arizona
$662K -$391K -8,180 -37%
OCM
213
One Capital Management
California
$660K +$116K +2,600 +21%
HA
214
Harborview Advisors
Maine
$654K +$1.25K +28 +0.2%
MWM
215
Maltin Wealth Management
New Jersey
$648K -$137K -3,060 -17%
SFG
216
StrategIQ Financial Group
Indiana
$648K +$648K +14,528 New
SG
217
Somerset Group
Minnesota
$646K – – –
IA
218
IFP Advisors
Florida
$641K -$116K -2,584 -15%
BSB
219
Bangor Savings Bank
Maine
$636K -$13.4K -300 -2%
FAIM
220
Financial Advocates Investment Management
Washington
$629K +$1.78K +40 +0.3%
CBN
221
Cadence Bank NA
Texas
$619K -$15.4K -344 -2%
PAI
222
Pittenger & Anderson Inc
Nebraska
$616K – – –
CFGS
223
Concourse Financial Group Securities
Alabama
$606K -$17.7K -396 -3%
CFA
224
Carroll Financial Associates
North Carolina
$605K -$12.8K -288 -2%
SC
225
SouthState Corp
Florida
$605K – – –
7 8
9
10 11