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iShares S&P Mid-Cap 400 Growth ETF

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
201
Maltin Wealth Management
New Jersey
$823K +$10.1K +180 +1%
FAIM
202
Financial Advocates Investment Management
Washington
$820K +$30.2K +540 +4%
9WM
203
9258 Wealth Management
Ohio
$818K
LIA
204
LBMC Investment Advisors
Tennessee
$808K +$86.6K +1,548 +12%
BWA
205
BDO Wealth Advisors
Florida
$801K -$97.2K -1,736 -11%
BSB
206
Bangor Savings Bank
Maine
$798K
CF
207
Centaurus Financial
California
$786K +$586K +10,456 +292%
PA
208
PFG Advisors
Arizona
$776K -$2.93K -52 -0.4%
PAI
209
Pittenger & Anderson Inc
Nebraska
$773K
VFA
210
Voya Financial Advisors
Connecticut
$770K -$46.7K -844 -6%
CBN
211
Cadence Bank NA
Texas
$770K -$6.72K -120 -0.9%
PCG
212
Private Capital Group
Connecticut
$763K -$108K -1,924 -12%
DP
213
Dearborn Partners
Illinois
$759K +$16.8K +300 +2%
CAL
214
Capital Analysts LLC
Pennsylvania
$745K -$204K -3,648 -22%
IA
215
IFP Advisors
Florida
$745K -$39.7K -720 -5%
CFA
216
Carroll Financial Associates
North Carolina
$745K -$14.8K -264 -2%
SG
217
Somerset Group
Minnesota
$743K -$67.9K -1,212 -8%
PG
218
Patten Group
Tennessee
$730K -$22.4K -400 -3%
MBT
219
Montecito Bank & Trust
California
$728K
BOPW
220
Brandywine Oak Private Wealth
Pennsylvania
$728K
GT
221
Glenmede Trust
Pennsylvania
$727K -$31.3K -560 -4%
CWM
222
Connecticut Wealth Management
Connecticut
$725K +$258K +6,640 +55%
RMA
223
Roffman Miller Associates
Pennsylvania
$723K +$723K +12,916 New
FNBOSM
224
First National Bank of South Miami
Florida
$720K +$240K +4,284 +50%
CFGS
225
Concourse Financial Group Securities
Alabama
$714K -$47.3K -844 -6%