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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
201
Front Row Advisors
California
$1.02M +$762K +44,296 +294%
LWA
202
LWS Wealth Advisors
New Jersey
$1.01M -$18.9K -316 -2%
WTC
203
WhitTier Trust Company
Nevada
$996K +$287K +4,800 +40%
VC
204
Veracity Capital
Georgia
$980K +$478 +8 +0%
CWM
205
Cahaba Wealth Management
Georgia
$972K -$387K -6,480 -29%
HCIA
206
Hochman Cole Investment Advisors
Illinois
$970K +$23.7K +396 +3%
SAG
207
Spotlight Asset Group
Illinois
$967K +$967K +16,164 New
OIA
208
OneDigital Investment Advisors
Kansas
$935K -$400K -6,684 -30%
AIP
209
Ameritas Investment Partners
Nebraska
$935K -$1.2K -20 -0.1%
CHA
210
Carmichael Hill & Associates
Maryland
$934K -$6.94K -116 -0.7%
QCMC
211
Quantum Capital Management (California)
California
$934K +$9.56K +160 +1%
VFA
212
Voya Financial Advisors
Connecticut
$919K +$91.1K +1,532 +11%
BWA
213
BDO Wealth Advisors
Florida
$912K +$56.9K +952 +7%
EDRIA
214
Edmonds Duncan Registered Investment Advisors
Kansas
$898K -$7.9K -132 -0.9%
MCM
215
Makena Capital Management
California
$886K -$137K -2,284 -13%
WWM
216
Windsor Wealth Management
Indiana
$881K +$645K +41,060 +274%
ANTB
217
AMG National Trust Bank
Colorado
$873K +$359K +6,008 +70%
CG
218
Colony Group
Massachusetts
$870K -$107K -1,784 -11%
MWM
219
Maltin Wealth Management
New Jersey
$851K -$28K -468 -3%
9WM
220
9258 Wealth Management
Ohio
$836K +$615K +40,600 +278%
PA
221
PFG Advisors
Arizona
$829K -$39K -620 -4%
PAI
222
Pittenger & Anderson Inc
Nebraska
$825K
PCG
223
Private Capital Group
Connecticut
$823K +$8.61K +144 +1%
CBN
224
Cadence Bank NA
Texas
$817K -$5.27K -88 -0.6%
DP
225
Dearborn Partners
Illinois
$810K