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

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$175M
2
AWM
2
Affinity Wealth Management
Delaware
$13.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.68M
4
Bank of America
4
Bank of America
North Carolina
$90M
5
EFS
5
Edelman Financial Services
Virginia
$61.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$844M
2
SWA
2
SFMG Wealth Advisors
Texas
$699K
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$250M
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
251
Trust Company of Vermont
Vermont
$64K 405 +200 +98%
KT
252
Kanaly Trust
Texas
$62K 396 +90 +29%
TCCM
253
Timber Creek Capital Management
Massachusetts
$58K 375 – –
BBHC
254
Brown Brothers Harriman & Co
New York
$57K 362 – –
PIM
255
Parasol Investment Management
Illinois
$49K 310 – –
EAMA
256
EFG Asset Management (Americas)
Florida
$37K 238 – –
CFA
257
Carroll Financial Associates
North Carolina
$29K 183 – –
WTB
258
Washington Trust Bank
Washington
$29K 185 +35 +23%
1IC
259
1919 Investment Counsel
Maryland
$28K 176 – –
S
260
SignatureFD
Georgia
$28K 180 – –
EWM
261
Elite Wealth Management
Washington
$27K 174 – –
AssetMark Inc
262
AssetMark Inc
California
$23K 149 -4 -3%
CTC
263
Central Trust Company
Missouri
$22K 138 – –
TIM
264
Tortoise Investment Management
New York
$19K 124 – –
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$17K 106 +65 +159%
WRM
266
Westport Resources Management
Connecticut
$16K 100 – –
OIA
267
Optimum Investment Advisors
Illinois
$16K 102 – –
HRIA
268
Haberer Registered Investment Advisor
Ohio
$13K 82 – –
ACS
269
Archford Capital Strategies
Illinois
$12.9K 82 – –
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$11K 70 – –
WT
271
Whittier Trust
California
$9K 60 – –
IFA
272
Interactive Financial Advisors
Illinois
$4K 26 – –
MA
273
MCF Advisors
Kentucky
$4K 27 – –
GI
274
Gradient Investments
Minnesota
$2K 12 – –
FPCG
275
Fort Pitt Capital Group
Pennsylvania
$205 1 +1 New
8 9 10
11
12