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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
301
Hilltop Holdings
Texas
$365K – – –
CIA
302
Capital Investment Advisors
Georgia
$363K – – –
Bessemer Group
303
Bessemer Group
New Jersey
$361K – – –
PBO
304
Peoples Bank (Ohio)
Ohio
$360K – – –
HSA
305
HBK Sorce Advisory
Pennsylvania
$356K +$41.9K +720 +13%
KFA
306
Kelleher Financial Advisors
New York
$354K – – –
FAIM
307
Financial Advocates Investment Management
Washington
$352K – – –
KCM
308
Kendall Capital Management
Maryland
$345K -$2.15M -36,852 -86%
PA
309
Parallel Advisors
California
$345K +$292K +5,012 +550%
PC
310
Peavine Capital
Nevada
$344K +$344K +5,900 New
MAM
311
Marquette Asset Management
Minnesota
$339K – – –
CPO
312
Cerity Partners OCIO
New York
$337K +$233 +4 +0.1%
PCIA
313
Prime Capital Investment Advisors
Kansas
$333K -$2.1K -36 -0.6%
MFW
314
Mosaic Family Wealth
Missouri
$326K +$633 +12 +0.2%
RIA
315
Regal Investment Advisors
Michigan
$322K +$52.7K +904 +20%
BSW
316
Buckingham Strategic Wealth
Missouri
$316K +$28.2K +484 +10%
RFWA
317
RPg Family Wealth Advisory
Massachusetts
$313K – – –
PAS
318
Partnervest Advisory Services
California
$313K -$227K -3,896 -42%
MGIA
319
Matthew Goff Investment Advisor
Texas
$309K -$3.97M -68,160 -93%
FPCG
320
Fort Pitt Capital Group
Pennsylvania
$307K – – –
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$305K – – –
HFA
322
High Falls Advisors
New York
$303K – – –
CIC
323
Carnegie Investment Counsel
Ohio
$296K +$82.8K +1,552 +39%
RRC
324
Relaxing Retirement Coach
Massachusetts
$295K – – –
JWBC
325
J.W. Burns & Co
New York
$290K – – –
11 12
13
14 15