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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 %
GEA
276
Glen Eagle Advisors
New Jersey
$446K – – –
KP
277
Keel Point
Alabama
$445K – – –
PMG
278
Private Management Group
California
$444K – – –
SHCM
279
Stokes & Hubbell Capital Management
Louisiana
$441K +$441K +9,224 New
OCM
280
Orser Capital Management
Texas
$437K – – –
MIH
281
Meitav Investment House
Israel
$435K -$397K -8,400 -48%
Brown Advisory
282
Brown Advisory
Maryland
$430K -$48.8K -1,020 -10%
AC
283
Alexandria Capital
Virginia
$422K – – –
BRWM
284
B. Riley Wealth Management
Tennessee
$413K -$96.6K -2,020 -19%
WIA
285
World Investment Advisors
California
$405K +$405K +7,672 New
WP
286
WMS Partners
Maryland
$398K -$239K -5,000 -38%
CB
287
Community Bank
New York
$395K – – –
CWM
288
Cornerstone Wealth Management
Missouri
$394K -$87.5M -1,846,020 -100%
IWC
289
Integrated Wealth Concepts
Massachusetts
$393K -$13.8K -288 -3%
AIM
290
Advantage Investment Management
Iowa
$388K -$60.4K -1,264 -13%
CRC
291
Curi RMB Capital
Illinois
$388K – – –
OFG
292
Omega Financial Group
California
$388K +$388K +8,112 New
CFS
293
CRA Financial Services
New Jersey
$378K +$378K +7,904 New
B
294
Bailard
California
$367K – – –
PIP
295
Peachtree Investment Partners
Florida
$364K +$364K +7,604 New
DBT
296
Dubuque Bank & Trust
Iowa
$363K +$287K +6,000 +379%
SFS
297
Sowell Financial Services
Arkansas
$361K +$361K +7,544 New
SC
298
Savant Capital
Illinois
$360K +$168K +3,516 +88%
FNT
299
First National Trust
Pennsylvania
$356K +$42.1K +880 +13%
CG
300
Corundum Group
Colorado
$354K +$354K +7,400 New
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