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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 %
IWM
251
IHT Wealth Management
Illinois
$558K +$54.3K +1,136 +11%
FIA
252
Foundations Investment Advisors
Arizona
$549K +$549K +10,328 New
APA
253
American Portfolios Advisors
New York
$544K -$136K -2,840 -20%
MWM
254
Marietta Wealth Management
Georgia
$536K – – –
GAM
255
Griffin Asset Management
New York
$530K +$19.7K +412 +4%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$527K -$1.4M -29,356 -73%
PPA
257
Parametric Portfolio Associates
Washington
$505K -$102K -2,144 -17%
PMG
258
ProVise Management Group
Florida
$500K – – –
NFG
259
Nations Financial Group
Iowa
$497K +$48.9K +1,024 +11%
CS
260
Comerica Securities
Michigan
$494K +$33.9K +708 +7%
HCA
261
Harbour Capital Advisors
Virginia
$493K +$493K +10,320 New
RMDI
262
R.M. Davis Inc
Maine
$490K – – –
TI
263
Truepoint Inc
Ohio
$489K +$90.4K +1,892 +23%
SS
264
Simplicity Solutions
Minnesota
$486K -$33.4K -700 -6%
CPIG
265
Chicago Partners Investment Group
Illinois
$481K -$253K -5,036 -34%
MIC
266
Meridian Investment Counsel
California
$479K – – –
UBS AM
267
UBS AM
Illinois
$477K -$41.3K -864 -8%
OC
268
Oakworth Capital
Alabama
$472K -$12.6K -264 -3%
RC
269
RegentAtlantic Capital
New Jersey
$472K – – –
KCM
270
Kanawha Capital Management
Virginia
$471K – – –
LPIC
271
LeJeune Puetz Investment Counsel
Michigan
$466K – – –
NPF
272
Norris Perne & French
Michigan
$460K -$4.2K -88 -0.9%
SWM
273
SVA Wealth Management
Wisconsin
$459K +$54.9K +1,148 +14%
AllianceBernstein
274
AllianceBernstein
Tennessee
$452K -$40.8K -852 -8%
WFM
275
Wolff Financial Management
Michigan
$447K +$447K +9,340 New
9 10
11
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