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

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.49%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M

Top Buyers

1
SCM
1
Sandler Capital Management
New York
$25.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$319M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$31M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.25B
2
VanEck Associates
2
VanEck Associates
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.43M
5
Goldman Sachs
5
Goldman Sachs
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Alexandria Capital
Virginia
$461K – – –
KTC
227
Kistler-Tiffany Companies
Pennsylvania
$454K +$12.7K +280 +3%
RPG
228
Risk Paradigm Group
Texas
$453K -$195K -4,288 -30%
LW
229
Linscomb Wealth
Texas
$445K +$5.1K +112 +1%
PIM
230
Parker Investment Management
California
$444K -$9.3K -204 -2%
TI
231
Truepoint Inc
Ohio
$433K -$281K -5,996 -39%
IH
232
IFC Holdings
Florida
$427K +$8.2K +180 +2%
HWP
233
Hefty Wealth Partners
Indiana
$422K -$12.9K -284 -3%
MIC
234
Meridian Investment Counsel
California
$416K – – –
BAC
235
Boys Arnold & Co
North Carolina
$414K – – –
HJA
236
Hugh Johnson Advisors
New York
$410K +$911 +20 +0.2%
SWM
237
SVA Wealth Management
Wisconsin
$405K – – –
PBO
238
Peoples Bank (Ohio)
Ohio
$401K -$19.5K -428 -5%
B
239
Bailard
California
$401K -$10K -220 -2%
LAM
240
Lebenthal Asset Management
New York
$390K +$2.92K +64 +0.8%
SFG
241
SNS Financial Group
Minnesota
$390K +$21.9K +480 +6%
AFP
242
Ausdal Financial Partners
Iowa
$389K -$6.92K -152 -2%
FHA
243
First Horizon Advisors
Tennessee
$389K – – –
WAM
244
Wallington Asset Management
Indiana
$383K – – –
CLOS
245
Compagnie Lombard Odier SCmA
Switzerland
$368K -$100K -2,200 -21%
SC
246
SouthState Corp
Florida
$368K -$47.2K -1,036 -11%
SHWM
247
Smith & Howard Wealth Management
Georgia
$367K -$116K -2,548 -24%
SS
248
Simplicity Solutions
Minnesota
$364K +$364K +7,992 New
CB
249
Community Bank
New York
$362K +$77.3K +1,700 +27%
OCM
250
One Capital Management
California
$354K +$46.8K +1,028 +15%
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10
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