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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 %
CCB
301
Cutter & Co Brokerage
Missouri
$351K -$57.7K -1,208 -14%
CHC
302
City Holding Co
West Virginia
$347K – – –
ATFA
303
All Terrain Financial Advisors
Minnesota
$347K – – –
LPT
304
Legacy Private Trust
Wisconsin
$340K – – –
SCM
305
SOL Capital Management
Maryland
$338K -$1.66M -34,680 -83%
ATC
306
Argent Trust Co
Tennessee
$338K -$52.2K -1,092 -13%
HCP
307
Holt Capital Partners
Texas
$335K -$573 -12 -0.2%
PAM
308
Palisade Asset Management
Minnesota
$327K – – –
TAM
309
Tocqueville Asset Management
New York
$325K +$19.1K +400 +6%
AF
310
Alerus Financial
North Dakota
$324K -$171K -3,588 -35%
NFG
311
Next Financial Group
Texas
$324K +$219K +4,568 +207%
MG
312
Mather Group
Illinois
$320K +$14.3K +300 +5%
FNBTCON
313
First National Bank & Trust Co of Newtown
Pennsylvania
$318K – – –
SHWM
314
Smith & Howard Wealth Management
Georgia
$316K -$9.19K -192 -3%
WA
315
Wambolt & Associates
Colorado
$315K +$315K +6,592 New
BSW
316
Buckingham Strategic Wealth
Missouri
$314K +$54.7K +1,144 +21%
PAS
317
Partnervest Advisory Services
California
$313K +$56.4K +1,180 +22%
TCM
318
Traynor Capital Management
Pennsylvania
$312K -$14.5K -304 -4%
GG
319
Gofen & Glossberg
Illinois
$312K -$10.3K -216 -3%
Bessemer Group
320
Bessemer Group
New Jersey
$312K +$16K +336 +5%
CCA
321
Cobblestone Capital Advisors
New York
$309K – – –
CCM
322
Coldstream Capital Management
Washington
$308K -$5.93K -124 -2%
PWA
323
Peterson Wealth Advisors
Utah
$308K +$1.53K +32 +0.5%
HIIFS
324
Harel Insurance Investments & Financial Services
Israel
$306K +$149K +3,120 +95%
BTNA
325
Bremer Trust National Association
Minnesota
$305K – – –
11 12
13
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