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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 %
GRP
326
Global Retirement Partners
California
$72K – – –
IWM
327
IHT Wealth Management
Illinois
$71K +$70.5K +2,156 +13,475%
NSB
328
Norway Savings Bank
Maine
$69K – – –
PS
329
Portfolio Solutions
Michigan
$67K +$67K +1,404 New
QCG
330
Quadrant Capital Group
Ohio
$66K – – –
EWM
331
Endurance Wealth Management
Rhode Island
$66K +$2.1K +44 +3%
EWM
332
Evercore Wealth Management
New York
$64K +$8.6K +180 +16%
BC
333
Bartlett & Co
Ohio
$62K – – –
SQA
334
Simon Quick Advisors
New Jersey
$56K +$56K +1,176 New
SAM
335
Solaris Asset Management
New York
$52K -$527K -10,940 -91%
AIA
336
Armor Investment Advisors
North Carolina
$51K – – –
FCMT
337
Founders Capital Management (Texas)
Texas
$47K +$47K +980 New
BRC
338
Bell Rock Capital
Delaware
$44K -$196 -4 -0.4%
EA
339
Edge Advisors
Georgia
$44K – – –
WB
340
Webster Bank
Connecticut
$44K – – –
WA
341
WFG Advisors
Texas
$43K -$3.25K -68 -7%
TF
342
Tompkins Financial
New York
$41K – – –
TDC
343
Thompson Davis & Co
Virginia
$41K – – –
PA
344
Parallel Advisors
California
$40K -$122K -2,484 -75%
CFN
345
Cordasco Financial Network
Florida
$37K +$37K +780 New
PFBT
346
Parkside Financial Bank & Trust
Missouri
$36K – – –
MFW
347
Mosaic Family Wealth
Missouri
$33K – – –
SF
348
Synovus Financial
Georgia
$33K +$33K +692 New
TIM
349
Tortoise Investment Management
New York
$32K – – –
JGIA
350
Jackson Grant Investment Advisers
Connecticut
$32K – – –
12 13
14
15 16