IJK icon

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 %
SHGA
326
Sand Hill Global Advisors
California
$209K -$4.26M -84,076 -95%
CIC
327
Carnegie Investment Counsel
Ohio
$207K +$207K +3,996 New
EFS
328
Essex Financial Services
Connecticut
$204K -$133K -2,628 -39%
DP
329
Denver PWM
Colorado
$203K +$203K +3,872 New
BL
330
BFSG LLC
California
$200K +$200K +3,960 New
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K -$99.8K -1,976 -34%
DSC
332
Duncker Streett & Co
Missouri
$192K
AOWM
333
Alpha Omega Wealth Management
Virginia
$184K +$22.1K +436 +14%
GRP
334
Global Retirement Partners
California
$167K
SEI Investments
335
SEI Investments
Pennsylvania
$165K +$158K +3,112 +2,223%
LF
336
Lee Financial
Texas
$160K
WPA
337
West Paces Advisors
Georgia
$160K
FIB
338
First Interstate Bank
Montana
$155K
BTIS
339
BB&T Investment Services
North Carolina
$149K +$1.02K +20 +0.7%
BWA
340
BDO Wealth Advisors
Florida
$138K -$1.42M -28,184 -91%
GAM
341
Gemmer Asset Management
California
$138K
LA
342
Legacy Advisors
Pennsylvania
$135K
SFSIG
343
San Francisco Sentry Investment Group
California
$133K +$53K +1,048 +66%
FANJ
344
Financial Architects (New Jersey)
New Jersey
$121K
KF
345
Krilogy Financial
Missouri
$117K +$3.04K +60 +3%
IIC
346
Integrated Investment Consultants
Michigan
$114K -$202 -4 -0.2%
CPA
347
Clear Perspective Advisors
Illinois
$110K +$110K +2,176 New
ACM
348
Armbruster Capital Management
New York
$106K
VNA
349
Valley National Advisers
Pennsylvania
$93K
TWA
350
TCI Wealth Advisors
Arizona
$86K