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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Exchange Capital Management
Michigan
$305K -$59.3K -1,088 -16%
CCA
327
Cobblestone Capital Advisors
New York
$302K -$21.8K -400 -7%
EFS
328
Essex Financial Services
Connecticut
$293K +$72.8K +1,336 +33%
MGIA
329
Matthew Goff Investment Advisor
Texas
$289K – – –
FPCG
330
Fort Pitt Capital Group
Pennsylvania
$288K – – –
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$287K – – –
FAIM
332
Financial Advocates Investment Management
Washington
$285K -$92K -1,688 -24%
HFA
333
High Falls Advisors
New York
$284K – – –
NB
334
NBT Bank
New York
$281K -$3.28K -60 -1%
RRC
335
Relaxing Retirement Coach
Massachusetts
$278K -$43.3K -792 -13%
SCM
336
Sterling Capital Management
North Carolina
$278K – – –
RIA
337
Regal Investment Advisors
Michigan
$276K +$12K +220 +5%
JWBC
338
J.W. Burns & Co
New York
$273K – – –
HCMT
339
Highland Capital Management (Tennessee)
Tennessee
$269K – – –
BSW
340
Buckingham Strategic Wealth
Missouri
$268K – – –
FUBT
341
First United Bank & Trust
Maryland
$266K -$39.2K -720 -13%
SMG
342
Spectrum Management Group
Indiana
$264K – – –
SWM
343
SeaCrest Wealth Management
New York
$264K +$437 +8 +0.2%
HIMC
344
Heritage Investors Management Corp
Maryland
$260K – – –
RG
345
Rikoon Group
New Mexico
$260K +$426 +8 +0.2%
HSA
346
HBK Sorce Advisory
Pennsylvania
$259K -$42.6K -780 -14%
LW
347
Linscomb Wealth
Texas
$259K -$40.1K -736 -13%
GWS
348
Glassman Wealth Services
Virginia
$259K – – –
WSFS
349
Wilmington Savings Fund Society
Delaware
$258K -$10.9K -200 -4%
VCM
350
Virtue Capital Management
Tennessee
$258K +$236K +4,304 +1,098%
12 13
14
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