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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 %
MWP
301
MYCIO Wealth Partners
Pennsylvania
$58K +$170 +4 +0.3%
MWM
302
MinichMacGregor Wealth Management
New York
$57K – – –
EWM
303
Endurance Wealth Management
Rhode Island
$57K – – –
TAIM
304
TD Ameritrade Investment Management
Nebraska
$57K +$25.7K +612 +82%
BC
305
Bartlett & Co
Ohio
$55K – – –
EWM
306
Evercore Wealth Management
New York
$49K – – –
GWS
307
Glassman Wealth Services
Virginia
$39K – – –
TF
308
Tompkins Financial
New York
$37K +$37K +864 New
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K – – –
WTB
310
Washington Trust Bank
Washington
$36K +$13.4K +320 +59%
AssetMark Inc
311
AssetMark Inc
California
$34K +$6.56K +156 +24%
ANBT
312
American National Bank & Trust
Texas
$30K – – –
MFW
313
Mosaic Family Wealth
Missouri
$30K – – –
TIM
314
Tortoise Investment Management
New York
$29K – – –
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$28K -$16.8M -392,560 -100%
JGIA
316
Jackson Grant Investment Advisers
Connecticut
$28K +$170 +4 +0.6%
CTC
317
Central Trust Company
Missouri
$27K – – –
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$25.4K -$7.44K -176 -23%
Simplex Trading
319
Simplex Trading
Illinois
$24K +$24K +580 New
DBT
320
Dubuque Bank & Trust
Iowa
$23K +$23K +548 New
WP
321
WealthPLAN Partners
Nebraska
$22.8K +$22.8K +648 New
BCI
322
Brinker Capital Investments
Pennsylvania
$20K -$118K -2,728 -85%
CBT
323
Central Bank & Trust
Kentucky
$19K – – –
PFBT
324
Parkside Financial Bank & Trust
Missouri
$18K – – –
IWM
325
Integrated Wealth Management
California
$17K +$6.73K +160 +66%
11 12
13
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