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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.39M
4
Ameriprise
Ameriprise
Minnesota
+$3.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.54M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$11.8M
4
LI
LVZ Inc
Michigan
-$9.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Next Financial Group
Texas
$200K +$25K +592 +14%
WS
277
Wedbush Securities
California
$200K +$200K +4,732 New
CB
278
Community Bank
New York
$181K – – –
KA
279
Klingman & Associates
New York
$174K – – –
DSC
280
Duncker Streett & Co
Missouri
$161K – – –
ACM
281
Armbruster Capital Management
New York
$152K – – –
AIM
282
Advantage Investment Management
Iowa
$133K -$4.23K -100 -3%
FIB
283
First Interstate Bank
Montana
$129K – – –
TDC
284
Thompson Davis & Co
Virginia
$120K – – –
QCG
285
Quadrant Capital Group
Ohio
$118K – – –
PG
286
Patten Group
Tennessee
$116K +$15.2K +360 +15%
BP
287
Ballentine Partners
Massachusetts
$113K – – –
CPIG
288
Chicago Partners Investment Group
Illinois
$108K +$340 +8 +0.3%
LWM
289
LBA Wealth Management
Florida
$108K +$10.8K +256 +11%
GAM
290
Gemmer Asset Management
California
$107K -$16.3K -384 -13%
FANJ
291
Financial Architects (New Jersey)
New Jersey
$101K – – –
APSP
292
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$169 +4 +0.2%
KF
293
Krilogy Financial
Missouri
$92K +$338 +8 +0.4%
Manulife (Manufacturers Life Insurance)
294
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K – – –
IIC
295
Integrated Investment Consultants
Michigan
$86K -$5.59K -132 -6%
SCM
296
Southport Capital Management
Tennessee
$85K +$85K +2,020 New
VNA
297
Valley National Advisers
Pennsylvania
$78K – – –
TCOV
298
Trust Company of Vermont
Vermont
$73K – – –
ATC
299
Adirondack Trust Company
New York
$61K +$61K +1,436 New
S
300
SignatureFD
Georgia
$59K – – –
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