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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 %
DY
301
Dowling & Yahnke
California
$204K +$204K +4,264 New
GWS
302
Glassman Wealth Services
Virginia
$203K – – –
DSC
303
Duncker Streett & Co
Missouri
$182K – – –
PSUF
304
People's United Financial
Connecticut
$182K +$1.91K +40 +1%
AA
305
Advisory Alpha
Michigan
$178K +$178K +3,736 New
LWM
306
LBA Wealth Management
Florida
$169K – – –
TAIM
307
TD Ameritrade Investment Management
Nebraska
$167K +$62.9K +1,316 +60%
AOWM
308
Alpha Omega Wealth Management
Virginia
$153K – – –
WPA
309
West Paces Advisors
Georgia
$151K – – –
FIB
310
First Interstate Bank
Montana
$146K – – –
BTIS
311
BB&T Investment Services
North Carolina
$140K – – –
GAM
312
Gemmer Asset Management
California
$130K – – –
LA
313
Legacy Advisors
Pennsylvania
$127K – – –
CPIG
314
Chicago Partners Investment Group
Illinois
$123K +$383 +8 +0.3%
FANJ
315
Financial Architects (New Jersey)
New Jersey
$115K – – –
IIC
316
Integrated Investment Consultants
Michigan
$108K – – –
ACM
317
Armbruster Capital Management
New York
$100K -$71.4K -1,500 -42%
KF
318
Krilogy Financial
Missouri
$100K – – –
CFS
319
Commonwealth Financial Services
West Virginia
$89K -$1.03M -21,896 -92%
MCM
320
McRae Capital Management
New Jersey
$89K +$89K +1,864 New
VNA
321
Valley National Advisers
Pennsylvania
$88K – – –
ST
322
Smithfield Trust
Pennsylvania
$88K – – –
TCOV
323
Trust Company of Vermont
Vermont
$82K – – –
ANBT
324
American National Bank & Trust
Texas
$75K -$16.8K -352 -18%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$73.1K +$44.5K +932 +155%
11 12
13
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