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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 %
KT
326
Kanaly Trust
Texas
$15K – – –
KPCM
327
Kings Point Capital Management
New York
$15K – – –
SWA
328
Sutton Wealth Advisors
Florida
$14K – – –
ACS
329
Archford Capital Strategies
Illinois
$14K +$14K +328 New
TC
330
Trust Company
Kansas
$11K – – –
MA
331
MCF Advisors
Kentucky
$10K – – –
WT
332
Whittier Trust
California
$10K – – –
EWM
333
Edge Wealth Management
New York
$9K – – –
PMFA
334
Plante Moran Financial Advisors
Michigan
$8K – – –
CFS
335
Commonwealth Financial Services
West Virginia
$8K – – –
SFG
336
SevenBridge Financial Group
Pennsylvania
$8K +$8K +200 New
ACM
337
Argentus Capital Management
Texas
$7K +$7K +160 New
HI
338
Hudock Inc
Pennsylvania
$7K +$7K +180 New
WEC
339
Winslow Evans & Crocker
Massachusetts
$5.75K – – –
ADL
340
Asset Dedication LLC
California
$5K – – –
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +112 New
CWM
342
Catamount Wealth Management
Connecticut
$4K – – –
WA
343
WFG Advisors
Texas
$3K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
VCM
345
Vigilant Capital Management
Maine
$1K +$1K +16 New
FHC
346
First Heartland Consultants
Missouri
$297 -$783 -18,532 -73%
LI
347
LVZ Inc
Michigan
– -$9.2M -226,396 Closed
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
– -$5.87M -144,264 Closed
TAM
349
Todd Asset Management
Kentucky
– -$1.7M -41,880 Closed
AIG
350
American International Group
New York
– -$1.6M -39,368 Closed
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