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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$712K -$97K -2,028 -12%
PWS
227
Paragon Wealth Strategies
Florida
$692K -$1.13K -24 -0.2%
FNBOSM
228
First National Bank of South Miami
Florida
$691K +$691K +13,240 New
HJA
229
Hugh Johnson Advisors
New York
$687K +$1.91K +40 +0.3%
BAC
230
Boys Arnold & Co
North Carolina
$677K -$47.2K -1,000 -7%
FCI
231
Financial Counselors Inc
Kansas
$662K -$14.2K -296 -2%
PAI
232
Pittenger & Anderson Inc
Nebraska
$660K – – –
TA
233
Townsend & Associates
Colorado
$660K +$38.3K +800 +6%
EIP
234
Ellis Investment Partners
Pennsylvania
$645K +$645K +13,508 New
TCOV
235
Trust Company of Vermont
Vermont
$644K – – –
WBC
236
West Branch Capital
Massachusetts
$642K -$169K -3,540 -21%
BAM
237
Belpointe Asset Management
Nevada
$613K +$27.4K +572 +5%
LIA
238
LBMC Investment Advisors
Tennessee
$610K -$12.4K -260 -2%
KPCM
239
Kings Point Capital Management
New York
$606K – – –
WTC
240
WhitTier Trust Company
Nevada
$598K +$268K +5,600 +81%
CCA
241
Clearwater Capital Advisors
Illinois
$597K -$63.3K -1,324 -10%
OCM
242
One Capital Management
California
$596K +$244K +5,100 +69%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$596K +$596K +12,464 New
CA
244
Cetera Advisors
Colorado
$593K -$4.88M -102,332 -89%
CWAG
245
Compton Wealth Advisory Group
Virginia
$587K +$587K +12,288 New
F
246
F3Logic
Minnesota
$575K +$575K +12,028 New
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$567K -$32.7K -684 -5%
WWM
248
Windsor Wealth Management
Indiana
$563K +$18.4K +384 +3%
PCMC
249
Private Capital Management (Colorado)
Colorado
$563K +$563K +11,780 New
ONB
250
Old National Bancorp
Indiana
$559K -$26K -544 -4%
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10
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