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

319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+26
Holders Change %
+8.87%
% of All Funds
8.51%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
42
Increased
112
Reduced
102
Closed
13
Calls
$6.48M
Puts
$2.59M
Net Calls
+$3.89M
Net Calls Change
+$474K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$136M
2
Goldman Sachs
2
Goldman Sachs
New York
$230M
3
QA
3
Quantitative Advantage
Minnesota
$60.6M
4
Wells Fargo
4
Wells Fargo
California
$981M
5
Morgan Stanley
5
Morgan Stanley
New York
$293M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
EFS
2
Edelman Financial Services
Virginia
$55.7M
3
CIM
3
Confluence Investment Management
Missouri
$17.8M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
226
Vaughan David Investments
Illinois
$313K – – –
EWM
227
Evercore Wealth Management
New York
$306K +$306K +7,148 New
BUB
228
BBVA USA Bancshares
Texas
$305K +$305K +7,108 New
TCM
229
Traynor Capital Management
Pennsylvania
$304K -$61.9K -1,448 -17%
B
230
Bailard
California
$298K – – –
WTC
231
WhitTier Trust Company
Nevada
$296K – – –
TAM
232
Tocqueville Asset Management
New York
$292K – – –
CS
233
Comerica Securities
Michigan
$290K +$290K +6,764 New
HCP
234
Holt Capital Partners
Texas
$283K – – –
HCM
235
Hollencrest Capital Management
California
$279K +$279K +6,500 New
GG
236
Gofen & Glossberg
Illinois
$275K – – –
SIC
237
Sigma Investment Counselors
Michigan
$270K – – –
FPCG
238
Fort Pitt Capital Group
Pennsylvania
$261K +$261K +6,076 New
FWCM
239
Ferguson Wellman Capital Management
Oregon
$260K -$27.5K -640 -10%
FHA
240
First Horizon Advisors
Tennessee
$255K +$1.03K +24 +0.4%
MAM
241
Marquette Asset Management
Minnesota
$250K – – –
SI
242
SII Investments
Wisconsin
$250K +$858 +20 +0.3%
EFS
243
Essex Financial Services
Connecticut
$249K -$25.8K -600 -9%
FNT
244
First National Trust
Pennsylvania
$249K +$28.9K +676 +13%
ICOA
245
Investment Centers of America
North Dakota
$247K -$32.5K -760 -12%
NB
246
NBT Bank
New York
$240K – – –
FUBT
247
First United Bank & Trust
Maryland
$240K +$240K +5,600 New
DY
248
Dowling & Yahnke
California
$236K – – –
SAM
249
Solaris Asset Management
New York
$236K +$236K +5,512 New
AF
250
Aldebaran Financial
$226K +$226K +5,268 New
8 9
10
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