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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
226
Regal Investment Advisors
Michigan
$159K +$152 +4 +0.1%
DSC
227
Duncker Streett & Co
Missouri
$133K – – –
BRWM
228
B. Riley Wealth Management
Tennessee
$132K -$107K -2,844 -45%
CFS
229
Community Financial System
New York
$132K – – –
WA
230
WFG Advisors
Texas
$130K +$11.5K +304 +10%
MAA
231
Managed Account Advisors
New Jersey
$123K +$123K +3,256 New
GAM
232
Gemmer Asset Management
California
$113K – – –
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K – – –
FCCM
234
First City Capital Management
Georgia
$103K – – –
BCI
235
Brinker Capital Investments
Pennsylvania
$96K – – –
FBT
236
Founders Bank & Trust
Michigan
$93K – – –
FANJ
237
Financial Architects (New Jersey)
New Jersey
$91K – – –
SSB
238
Sandy Spring Bank
Maryland
$85K – – –
ST
239
Smithfield Trust
Pennsylvania
$73K – – –
MWP
240
MYCIO Wealth Partners
Pennsylvania
$63K +$152 +4 +0.2%
TCOV
241
Trust Company of Vermont
Vermont
$61K – – –
KT
242
Kanaly Trust
Texas
$60K – – –
TCCM
243
Timber Creek Capital Management
Massachusetts
$56K – – –
BBHC
244
Brown Brothers Harriman & Co
New York
$55K – – –
LWM
245
LBA Wealth Management
Florida
$46K +$46K +1,220 New
PIM
246
Parasol Investment Management
Illinois
$39K -$7.5K -200 -16%
TDC
247
Thompson Davis & Co
Virginia
$39K +$39K +1,032 New
MHS
248
M Holdings Securities
Oregon
$37K +$37K +972 New
EAMA
249
EFG Asset Management (Americas)
Florida
$36K – – –
CFA
250
Carroll Financial Associates
North Carolina
$29K – – –
8 9
10
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