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

466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+52
Holders Change %
+12.56%
% of All Funds
10.58%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
84
Increased
120
Reduced
159
Closed
28
Calls
$7.25M
Puts
$1.86M
Net Calls
+$5.4M
Net Calls Change
-$2.89M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$202M
2
PFG
Piershale Financial Group
Illinois
$24.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.2M
4
Ameriprise
Ameriprise
Minnesota
$79.9M
5
AIM
Advantage Investment Management
Iowa
$6.06M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.39B
2
Morgan Stanley
Morgan Stanley
New York
$377M
3
NPC
National Planning Corporation
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$837K
5
LPL Financial
LPL Financial
California
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
SOL Capital Management
Maryland
$531K +$195K +3,620 +58%
MBT
252
Montecito Bank & Trust
California
$530K -$10.8K -200 -2%
GAM
253
Griffin Asset Management
New York
$516K +$4.96K +92 +1%
AFP
254
Ausdal Financial Partners
Iowa
$515K -$25.5K -472 -5%
WP
255
WealthSource Partners
California
$507K -$59.6K -1,104 -11%
OCM
256
Orser Capital Management
Texas
$495K +$495K +8,780 New
AC
257
Alexandria Capital
Virginia
$493K -$41.4K -768 -8%
MIC
258
Meridian Investment Counsel
California
$493K – – –
EAM
259
Evanson Asset Management
California
$483K -$156K -2,896 -24%
CB
260
Community Bank
New York
$483K -$10.8K -200 -2%
SWM
261
SVA Wealth Management
Wisconsin
$480K – – –
HWP
262
Hefty Wealth Partners
Indiana
$467K -$13.8K -256 -3%
PPA
263
Parametric Portfolio Associates
Washington
$464K -$123K -2,272 -21%
Brown Advisory
264
Brown Advisory
Maryland
$463K – – –
LPT
265
Legacy Private Trust
Wisconsin
$463K – – –
GEA
266
Glen Eagle Advisors
New Jersey
$461K -$14.7K -272 -3%
B
267
Bailard
California
$456K -$14K -260 -3%
RPG
268
Risk Paradigm Group
Texas
$451K -$11.2K -208 -2%
TI
269
Truepoint Inc
Ohio
$450K – – –
CRC
270
Curi RMB Capital
Illinois
$448K +$448K +8,300 New
KTC
271
Kistler-Tiffany Companies
Pennsylvania
$445K – – –
FHA
272
First Horizon Advisors
Tennessee
$444K -$441 -8 -0.1%
FNT
273
First National Trust
Pennsylvania
$437K +$194K +3,600 +80%
IWC
274
Integrated Wealth Concepts
Massachusetts
$431K +$431K +7,760 New
ATFA
275
All Terrain Financial Advisors
Minnesota
$420K +$420K +7,784 New
9 10
11
12 13