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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WMS Partners
Maryland
$775K – – –
LIA
227
LBMC Investment Advisors
Tennessee
$759K +$1.63K +28 +0.2%
TA
228
Townsend & Associates
Colorado
$757K -$38K -652 -5%
CPIG
229
Chicago Partners Investment Group
Illinois
$746K +$258K +5,064 +53%
PPA
230
Parametric Portfolio Associates
Washington
$740K +$19.1K +328 +3%
KPCM
231
Kings Point Capital Management
New York
$738K – – –
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$731K +$41.2K +708 +6%
ONB
233
Old National Bancorp
Indiana
$713K – – –
BAM
234
Belpointe Asset Management
Nevada
$713K +$713K +12,244 New
WWM
235
Windsor Wealth Management
Indiana
$663K +$27.7K +476 +4%
SKK
236
Shepherd Kaplan Krochuk
Massachusetts
$658K +$658K +11,300 New
EWF
237
Epstein & White Financial
California
$657K -$2.57M -44,748 -80%
MWM
238
Marietta Wealth Management
Georgia
$653K – – –
SS
239
Simplicity Solutions
Minnesota
$633K +$385K +6,608 +155%
UBS AM
240
UBS AM
Illinois
$632K -$10.7K -184 -2%
GAM
241
Griffin Asset Management
New York
$621K +$42.4K +728 +7%
BRWM
242
B. Riley Wealth Management
Tennessee
$621K +$621K +10,660 New
AA
243
Advisory Alpha
Michigan
$618K +$42.7K +836 +7%
CGT
244
Capital Guardian Trust
California
$614K +$614K +10,536 New
IWM
245
IHT Wealth Management
Illinois
$613K +$1.4K +24 +0.2%
PMG
246
ProVise Management Group
Florida
$609K – – –
AF
247
Alerus Financial
North Dakota
$604K – – –
AllianceBernstein
248
AllianceBernstein
Tennessee
$600K +$600K +10,300 New
RMDI
249
R.M. Davis Inc
Maine
$596K – – –
OC
250
Oakworth Capital
Alabama
$590K -$3.26K -56 -0.5%
8 9
10
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