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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
251
Washington Trust Bank
Washington
$28K – – –
1IC
252
1919 Investment Counsel
Maryland
$27K – – –
S
253
SignatureFD
Georgia
$27K – – –
EWM
254
Elite Wealth Management
Washington
$26K – – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$23K +$6.96K +184 +43%
AssetMark Inc
256
AssetMark Inc
California
$22K -$452 -12 -2%
CTC
257
Central Trust Company
Missouri
$21K – – –
TIM
258
Tortoise Investment Management
New York
$19K – – –
WRM
259
Westport Resources Management
Connecticut
$15K – – –
OIA
260
Optimum Investment Advisors
Illinois
$15K – – –
ACS
261
Archford Capital Strategies
Illinois
$12K – – –
HRIA
262
Haberer Registered Investment Advisor
Ohio
$12K – – –
WT
263
Whittier Trust
California
$9K – – –
PMFA
264
Plante Moran Financial Advisors
Michigan
$7K +$7K +188 New
WEC
265
Winslow Evans & Crocker
Massachusetts
$5.15K +$5.15K +136 New
IFA
266
Interactive Financial Advisors
Illinois
$4K – – –
MA
267
MCF Advisors
Kentucky
$4K – – –
GI
268
Gradient Investments
Minnesota
$2K – – –
Manulife (Manufacturers Life Insurance)
269
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03K +$11 +284 +1%
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
– -$12.6M -321,544 Closed
TH
271
Timber Hill
Connecticut
– -$2.95M -75,080 Closed
IF
272
IRON Financial
Illinois
– -$1.84M -46,892 Closed
PTC
273
Private Trust Company
Ohio
– -$1.38M -35,008 Closed
Natixis Advisors
274
Natixis Advisors
Massachusetts
– -$1.06M -27,052 Closed
SB
275
Suntrust Banks
Georgia
– -$798K -20,392 Closed
8 9 10
11
12