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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 %
Wells Fargo
1
Wells Fargo
California
$742M -$184M -4,135,380 -20%
Morgan Stanley
2
Morgan Stanley
New York
$323M +$40M +896,672 +14%
Goldman Sachs
3
Goldman Sachs
New York
$158M +$8.09M +181,392 +5%
Financial Engines Advisors
4
Financial Engines Advisors
California
$157M +$57M +1,276,868 +57%
Bank of America
5
Bank of America
North Carolina
$146M -$21.1M -471,940 -13%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$126M -$517K -11,596 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$105M +$4.51M +101,040 +4%
UBS Group
8
UBS Group
Switzerland
$96.8M -$17.4M -388,928 -15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$64.2M -$27.8M -623,088 -30%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$58.7M -$23.7M -530,664 -29%
Ameriprise
11
Ameriprise
Minnesota
$58M -$3.7M -83,280 -6%
Truist Financial
12
Truist Financial
North Carolina
$53.4M -$353K -7,912 -0.7%
DADC
13
D.A. Davidson & Co
Montana
$48.7M +$737K +16,524 +2%
LPL Financial
14
LPL Financial
California
$48.5M +$2.7M +60,616 +6%
RJA
15
Raymond James & Associates
Florida
$48.4M -$2.88M -64,644 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$39.3M -$6.71M -150,236 -15%
KeyBank National Association
17
KeyBank National Association
Ohio
$34.1M -$2.78M -62,388 -8%
Northern Trust
18
Northern Trust
Illinois
$33.3M -$377K -8,452 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.8M -$1.29M -28,824 -4%
BF
20
BOK Financial
Oklahoma
$27.9M -$588K -13,184 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$27.8M -$1.4M -31,304 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$27M +$27M +603,868 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26.9M +$5.57M +124,820 +26%
MCM
24
MAI Capital Management
Ohio
$22.8M +$1.51M +33,860 +7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$22.4M -$4.92M -110,204 -18%
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