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iShares S&P Mid-Cap 400 Growth ETF

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
301
Capital Investment Advisors
Georgia
$257K
TNB
302
Thomasville National Bank
Georgia
$257K +$203 +4 +0.1%
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$255K
NFG
304
Next Financial Group
Texas
$254K +$11.1K +216 +5%
JWBC
305
J.W. Burns & Co
New York
$253K
WSFS
306
Wilmington Savings Fund Society
Delaware
$250K +$250K +4,940 New
BSW
307
Buckingham Strategic Wealth
Missouri
$248K +$11.7K +232 +5%
BRF
308
B. Riley Financial
California
$248K +$248K +4,904 New
SMG
309
Spectrum Management Group
Indiana
$245K
RG
310
Rikoon Group
New Mexico
$245K +$606 +12 +0.2%
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$244K +$24.3K +480 +11%
HIMC
312
Heritage Investors Management Corp
Maryland
$241K
RIA
313
Regal Investment Advisors
Michigan
$240K +$240K +4,736 New
PAS
314
Partnervest Advisory Services
California
$240K +$240K +4,744 New
Fayez Sarofim & Co
315
Fayez Sarofim & Co
Texas
$237K
HCM
316
HMS Capital Management
Tennessee
$232K -$1.01K -20 -0.4%
WA
317
WESPAC Advisors
California
$231K +$231K +4,576 New
WF
318
Welch & Forbes
Massachusetts
$230K
FNT
319
First National Trust
Pennsylvania
$228K +$228K +4,508 New
LYV
320
Live Your Vision
Pennsylvania
$226K
AMG
321
Advisors Management Group
Wisconsin
$223K
WCM
322
Wealthcare Capital Management
Virginia
$217K
KA
323
Klingman & Associates
New York
$217K +$8.89K +176 +4%
DY
324
Dowling & Yahnke
California
$216K -$10.7K -212 -5%
SDWMA
325
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K