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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.39M
4
Ameriprise
Ameriprise
Minnesota
+$3.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.54M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$11.8M
4
LI
LVZ Inc
Michigan
-$9.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
LH
226
Lebenthal Holdings
New York
$362K +$362K +8,552 New
CBU
227
CIBC Bank USA
Illinois
$355K – – –
WAM
228
Wallington Asset Management
Indiana
$355K – – –
ICOA
229
Investment Centers of America
North Dakota
$354K -$38.5K -904 -10%
HCP
230
Holt Capital Partners
Texas
$347K +$67.7K +1,600 +24%
CG
231
Cutler Group
California
$336K +$336K +7,952 New
HJA
232
Hugh Johnson Advisors
New York
$332K -$1.69K -40 -0.5%
BRWA
233
B. Riley Wealth Advisors
Florida
$331K +$45.5K +1,076 +16%
OCM
234
One Capital Management
California
$328K – – –
CCB
235
Cutter & Co Brokerage
Missouri
$323K -$172K -4,068 -35%
FNBTCON
236
First National Bank & Trust Co of Newtown
Pennsylvania
$308K -$11K -260 -3%
CHC
237
City Holding Co
West Virginia
$307K -$4.23K -100 -1%
KFA
238
Kelleher Financial Advisors
New York
$307K – – –
WCM
239
Wealthcare Capital Management
Virginia
$305K – – –
SIC
240
Sigma Investment Counselors
Michigan
$304K – – –
CWM
241
Concert Wealth Management
California
$297K -$159K -3,760 -35%
MC
242
Moors & Cabot
Massachusetts
$297K +$338 +8 +0.1%
Brown Advisory
243
Brown Advisory
Maryland
$296K -$113K -2,668 -28%
NFG
244
Nations Financial Group
Iowa
$296K +$79.4K +1,876 +37%
WTC
245
WhitTier Trust Company
Nevada
$292K – – –
HH
246
Hilltop Holdings
Texas
$281K -$16.9K -400 -6%
PPA
247
Parametric Portfolio Associates
Washington
$280K +$280K +6,620 New
CPO
248
Cerity Partners OCIO
New York
$277K -$5.31K -128 -2%
TCM
249
Traynor Capital Management
Pennsylvania
$276K -$18.1K -432 -6%
GG
250
Gofen & Glossberg
Illinois
$276K +$4.56K +108 +2%
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