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

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M

Top Buyers

1
LPL Financial
LPL Financial
California
$55.5M
2
LI
LVZ Inc
Michigan
$14.2M
3
TSS
Two Sigma Securities
New York
$10.6M
4
PFA
Pinnacle Family Advisors
Missouri
$10.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.9M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$1.39B
3
HNB
Huntington National Bank
Ohio
$5.41M
4
GIA
GHP Investment Advisors
Colorado
$8.67M
5
SHGA
Sand Hill Global Advisors
California
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$410K -$35.4K -696 -8%
ECM
252
Exchange Capital Management
Michigan
$409K -$99.9K -1,976 -20%
AWM
253
Affinity Wealth Management
Delaware
$409K -$8.5K -168 -2%
CLOS
254
Compagnie Lombard Odier SCmA
Switzerland
$409K – – –
OIA
255
OneDigital Investment Advisors
Kansas
$407K -$93K -1,840 -19%
WTB
256
Washington Trust Bank
Washington
$401K +$369K +7,284 +1,138%
WAM
257
Wallington Asset Management
Indiana
$389K -$10.1K -200 -3%
CHC
258
City Holding Co
West Virginia
$367K – – –
TCM
259
Traynor Capital Management
Pennsylvania
$364K -$35.5K -704 -9%
KFA
260
Kelleher Financial Advisors
New York
$364K – – –
IH
261
IFC Holdings
Florida
$363K +$156K +3,096 +76%
CPIG
262
Chicago Partners Investment Group
Illinois
$362K -$108K -2,132 -23%
OCM
263
One Capital Management
California
$355K -$140K -2,768 -28%
SHWM
264
Smith & Howard Wealth Management
Georgia
$354K -$14.2K -280 -4%
WTC
265
WhitTier Trust Company
Nevada
$349K – – –
NFG
266
Nations Financial Group
Iowa
$347K +$11.3K +224 +3%
SIC
267
Sigma Investment Counselors
Michigan
$346K +$6.07K +120 +2%
PBO
268
Peoples Bank (Ohio)
Ohio
$340K -$11.9K -236 -3%
HCP
269
Holt Capital Partners
Texas
$334K – – –
GG
270
Gofen & Glossberg
Illinois
$330K – – –
CPO
271
Cerity Partners OCIO
New York
$329K +$202 +4 +0.1%
CCA
272
Cobblestone Capital Advisors
New York
$326K -$43.5K -860 -12%
TAM
273
Tocqueville Asset Management
New York
$324K – – –
CCB
274
Cutter & Co Brokerage
Missouri
$317K -$58.5K -1,156 -16%
SCM
275
SOL Capital Management
Maryland
$315K +$315K +6,220 New
9 10
11
12 13