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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.24B -$19.7M -330,692 -2%
Morgan Stanley
2
Morgan Stanley
New York
$377M -$3.66M -61,540 -1%
Bank of America
3
Bank of America
North Carolina
$222M +$5.73M +96,292 +3%
Goldman Sachs
4
Goldman Sachs
New York
$200M +$2.6M +43,712 +1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$169M +$32.4M +543,616 +24%
UBS Group
6
UBS Group
Switzerland
$152M -$14.7M -246,964 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$135M +$40.3M +676,536 +43%
Financial Engines Advisors
8
Financial Engines Advisors
California
$133M -$2.82M -47,384 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$123M -$444K -7,452 -0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$110M -$73.6K -1,236 -0.1%
Ameriprise
11
Ameriprise
Minnesota
$82.5M +$863K +14,512 +1%
Truist Financial
12
Truist Financial
North Carolina
$71.7M +$3.41M +57,328 +5%
RJA
13
Raymond James & Associates
Florida
$68.4M -$94.8K -1,592 -0.1%
DADC
14
D.A. Davidson & Co
Montana
$64M +$1.4M +23,512 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$61.4M +$3.16M +53,104 +5%
LPL Financial
16
LPL Financial
California
$61.1M -$19.5M -327,080 -24%
Stifel Financial
17
Stifel Financial
Missouri
$53.6M -$58.8M -988,604 -52%
KeyBank National Association
18
KeyBank National Association
Ohio
$49.2M -$1.23M -20,740 -2%
Northern Trust
19
Northern Trust
Illinois
$44.9M +$1.38M +23,220 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$44.1M -$650K -10,916 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$38.9M +$917K +15,424 +2%
BF
22
BOK Financial
Oklahoma
$38M +$9.76K +164 +0%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$36.4M +$935K +15,708 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34.8M +$1.18M +19,776 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$29.8M +$14.9K +252 +0.1%