IJK icon

iShares S&P Mid-Cap 400 Growth ETF

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BAC
226
Boys Arnold & Co
North Carolina
$750K -$28.4K -516 -4%
HW
227
Hancock Whitney
Mississippi
$747K -$455K -8,336 -38%
WP
228
WMS Partners
Maryland
$727K
SG
229
StoneX Group
New York
$719K +$125K +2,288 +21%
NPF
230
Norris Perne & French
Michigan
$717K -$103K -1,888 -13%
LIA
231
LBMC Investment Advisors
Tennessee
$710K -$95.5K -1,748 -12%
KPCM
232
Kings Point Capital Management
New York
$692K
V
233
Veritable
Delaware
$674K
UBS AM
234
UBS AM
Illinois
$673K +$660K +12,096 +5,040%
KA
235
Kovack Advisors
Florida
$672K +$126K +2,300 +23%
ONB
236
Old National Bancorp
Indiana
$668K
DIA
237
Denver Investment Advisors
Colorado
$657K
PWM
238
Perigon Wealth Management
California
$646K +$433K +7,936 +204%
AFP
239
Ausdal Financial Partners
Iowa
$617K +$96K +1,760 +18%
MWM
240
Marietta Wealth Management
Georgia
$612K
SC
241
SouthState Corp
Florida
$603K
Baird Financial Group
242
Baird Financial Group
Wisconsin
$595K -$1.37M -25,048 -70%
NFG
243
Next Financial Group
Texas
$593K +$374K +6,856 +171%
IWM
244
IHT Wealth Management
Illinois
$590K +$27.7K +520 +5%
WWM
245
Windsor Wealth Management
Indiana
$579K -$54.6K -1,000 -9%
PMG
246
ProVise Management Group
Florida
$571K -$21.8K -400 -4%
CG
247
Colony Group
Massachusetts
$569K -$656 -12 -0.1%
AF
248
Alerus Financial
North Dakota
$566K
HCA
249
Harbour Capital Advisors
Virginia
$563K -$54.6K -1,000 -9%
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$563K +$25.9K +476 +5%