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

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$440K +$2.13K +44 +0.5%
CB
227
Community Bank
New York
$437K +$57.2K +1,200 +15%
MIC
228
Meridian Investment Counsel
California
$436K – – –
IH
229
IFC Holdings
Florida
$434K -$14.9K -312 -3%
HWP
230
Hefty Wealth Partners
Indiana
$428K -$14.1K -296 -3%
TI
231
Truepoint Inc
Ohio
$426K -$16.1K -336 -4%
SWM
232
SVA Wealth Management
Wisconsin
$424K – – –
B
233
Bailard
California
$415K -$4.77K -100 -1%
AWM
234
Affinity Wealth Management
Delaware
$404K -$108K -2,260 -21%
OCM
235
One Capital Management
California
$404K +$33.4K +700 +9%
SC
236
SouthState Corp
Florida
$397K +$11.5K +240 +3%
JWM
237
Jacobus Wealth Management
Wisconsin
$387K -$210K -4,404 -35%
CLOS
238
Compagnie Lombard Odier SCmA
Switzerland
$386K – – –
TCM
239
Traynor Capital Management
Pennsylvania
$385K +$71K +1,460 +23%
WAM
240
Wallington Asset Management
Indiana
$376K -$24.8K -520 -6%
SMC
241
Smith, Moore & Co
Missouri
$370K +$140K +2,936 +61%
Brown Advisory
242
Brown Advisory
Maryland
$356K – – –
SHWM
243
Smith & Howard Wealth Management
Georgia
$348K -$37.1K -776 -10%
CCA
244
Cobblestone Capital Advisors
New York
$348K – – –
CHC
245
City Holding Co
West Virginia
$346K – – –
KFA
246
Kelleher Financial Advisors
New York
$344K – – –
Baird Financial Group
247
Baird Financial Group
Wisconsin
$341K -$5.93K -124 -2%
PBO
248
Peoples Bank (Ohio)
Ohio
$335K -$84.9K -1,780 -20%
CCB
249
Cutter & Co Brokerage
Missouri
$334K +$573 +12 +0.2%
WTC
250
WhitTier Trust Company
Nevada
$329K – – –
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