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

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
276
First United Bank & Trust
Maryland
$267K – – –
RC
277
RegentAtlantic Capital
New Jersey
$261K +$31.1K +652 +14%
WAM
278
Wealthspire Advisors (Maryland)
Maryland
$259K -$558K -11,676 -68%
SAM
279
Summit Asset Management
Tennessee
$257K -$97.8K -2,048 -28%
HFA
280
High Falls Advisors
New York
$248K – – –
HIMC
281
Heritage Investors Management Corp
Maryland
$246K +$246K +5,164 New
SCM
282
Sterling Capital Management
North Carolina
$243K – – –
NFG
283
Nations Financial Group
Iowa
$242K -$30.9K -648 -11%
JWBC
284
J.W. Burns & Co
New York
$239K – – –
AFP
285
Ausdal Financial Partners
Iowa
$238K -$171K -3,568 -42%
RG
286
Rikoon Group
New Mexico
$235K +$388 +8 +0.2%
EFS
287
Essex Financial Services
Connecticut
$233K – – –
TNB
288
Thomasville National Bank
Georgia
$228K +$228K +4,772 New
HCM
289
HMS Capital Management
Tennessee
$224K -$2.31M -47,420 -91%
Fayez Sarofim & Co
290
Fayez Sarofim & Co
Texas
$223K – – –
CCM
291
Cribstone Capital Management
Maine
$222K – – –
AIM
292
Advantage Investment Management
Iowa
$221K +$103K +2,168 +88%
NFG
293
Next Financial Group
Texas
$218K -$799K -16,480 -79%
WF
294
Welch & Forbes
Massachusetts
$218K – – –
Cerity Partners
295
Cerity Partners
New York
$217K +$217K +4,544 New
LYV
296
Live Your Vision
Pennsylvania
$213K – – –
AMG
297
Advisors Management Group
Wisconsin
$210K +$210K +4,400 New
SBIA
298
Sheaff Brock Investment Advisors
Indiana
$207K -$24.4K -512 -11%
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$207K +4,336 New
WCM
300
Wealthcare Capital Management
Virginia
$204K -$27.5K -576 -12%
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