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

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$175M
2
AWM
2
Affinity Wealth Management
Delaware
$13.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.68M
4
Bank of America
4
Bank of America
North Carolina
$90M
5
EFS
5
Edelman Financial Services
Virginia
$61.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$844M
2
SWA
2
SFMG Wealth Advisors
Texas
$699K
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$250M
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NB
226
NBT Bank
New York
$220K 1,400 – –
BAAM
227
Baker Avenue Asset Management
California
$218K 1,390 +1,390 New
PFG
228
Pacific Financial Group
Washington
$211K 1,344 -2 -0.1%
AF
229
Aldebaran Financial
$207K 1,317 – –
IT
230
Investors Trust
Texas
$205K 1,305 -274 -17%
HSA
231
HBK Sorce Advisory
Pennsylvania
$205K 1,305 +1,305 New
WSTAM
232
Wilbanks Smith & Thomas Asset Management
Virginia
$205K 1,306 +1,306 New
ICOA
233
Investment Centers of America
North Dakota
$202K 1,286 -230 -15%
FNT
234
First National Trust
Pennsylvania
$202K 1,285 -111 -8%
PSI
235
Pinnacle Summer Investments
Virginia
$184K 1,172 – –
M
236
MOTCO
Texas
$179K 1,139 – –
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$179K 1,142 – –
RIA
238
Regal Investment Advisors
Michigan
$164K 1,046 – –
CFS
239
Community Financial System
New York
$137K 870 – –
DSC
240
Duncker Streett & Co
Missouri
$137K 875 – –
WA
241
WFG Advisors
Texas
$123K 781 -1,303 -63%
GAM
242
Gemmer Asset Management
California
$117K 743 +743 New
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K 690 – –
FCCM
244
First City Capital Management
Georgia
$107K 683 – –
BCI
245
Brinker Capital Investments
Pennsylvania
$100K 637 -1,049 -62%
FBT
246
Founders Bank & Trust
Michigan
$96K 612 – –
FANJ
247
Financial Architects (New Jersey)
New Jersey
$94K 600 +600 New
SSB
248
Sandy Spring Bank
Maryland
$88K 558 +558 New
ST
249
Smithfield Trust
Pennsylvania
$76K 482 – –
MWP
250
MYCIO Wealth Partners
Pennsylvania
$65K 414 +1 +0.2%
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