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

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.

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

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.3M
2
PFG
2
Piershale Financial Group
Illinois
$23.9M
3
BCM
3
Brookstone Capital Management
Illinois
$15.3M
4
BFG
4
Barber Financial Group
Kansas
$14.5M
5
CC
5
Courier Capital
New York
$16.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$148M
2
Wells Fargo
2
Wells Fargo
California
$751M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.4M
4
Truist Financial
4
Truist Financial
North Carolina
$57M
5
CA
5
Centerpoint Advisors
Massachusetts
$6.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$751M 3,139,623 -52,647 -2%
Morgan Stanley
2
Morgan Stanley
New York
$427M 1,785,433 -11,010 -0.6%
Goldman Sachs
3
Goldman Sachs
New York
$204M 852,957 -19,858 -2%
Bank of America
4
Bank of America
North Carolina
$202M 843,207 -19,172 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$163M 681,481 +2,661 +0.4%
Financial Engines Advisors
6
Financial Engines Advisors
California
$148M 619,727 -126,930 -17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$134M 561,813 -13,311 -2%
UBS Group
8
UBS Group
Switzerland
$121M 507,477 -17,450 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$70.3M 293,881 -12,028 -4%
DADC
10
D.A. Davidson & Co
Montana
$65.4M 273,490 -1,688 -0.6%
LPL Financial
11
LPL Financial
California
$64.1M 268,157 +13,282 +5%
Ameriprise
12
Ameriprise
Minnesota
$58.9M 239,893 -8,264 -3%
Truist Financial
13
Truist Financial
North Carolina
$57M 238,324 -32,231 -12%
RJA
14
Raymond James & Associates
Florida
$56.3M 235,566 +3,252 +1%
Northern Trust
15
Northern Trust
Illinois
$51M 213,325 +6,634 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.9M 204,322 +25,529 +14%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$46.7M 195,387 -27,965 -13%
KeyBank National Association
18
KeyBank National Association
Ohio
$44.1M 184,284 -4,606 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.1M 175,995 +10,807 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$40.1M 167,696 +6,058 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$39.5M 164,971 +6,240 +4%
BF
22
BOK Financial
Oklahoma
$36.9M 154,348 -794 -0.5%
MCM
23
MAI Capital Management
Ohio
$31.8M 132,953 +3,063 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$28.3M 118,331 +40,464 +52%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$27.4M 114,758 +7,165 +7%
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