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

492 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
11.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.73%
New
42
Increased
154
Reduced
160
Closed
26
Calls
$4.56M
Puts
$2.43M
Net Calls
+$2.14M
Net Calls Change
+$618K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$55.2M
2
SCM
Sandler Capital Management
New York
+$29.2M
3
CC
Chanos & Company
New York
+$16.4M
4
PFG
Piershale Financial Group
Illinois
+$8.52M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$137M
2
Wells Fargo
Wells Fargo
California
-$33.7M
3
LPL Financial
LPL Financial
California
-$15.7M
4
Stifel Financial
Stifel Financial
Missouri
-$11.4M
5
PAG
Private Advisor Group
New Jersey
-$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Meridian Wealth Management
Kentucky
$309K +$309K +5,500 New
HSA
327
HBK Sorce Advisory
Pennsylvania
$303K +$36.6K +652 +14%
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$302K +$302K +5,380 New
FPCG
329
Fort Pitt Capital Group
Pennsylvania
$296K – – –
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$294K -$22.9K -408 -7%
HFA
331
High Falls Advisors
New York
$292K – – –
SCM
332
Sterling Capital Management
North Carolina
$287K – – –
RRC
333
Relaxing Retirement Coach
Massachusetts
$286K – – –
JWBC
334
J.W. Burns & Co
New York
$280K -$1.12K -20 -0.4%
BSW
335
Buckingham Strategic Wealth
Missouri
$278K +$2.03K +36 +0.7%
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$275K -$189K -3,356 -41%
FMWA
337
Forvis Mazars Wealth Advisors
Missouri
$275K -$20.7K -368 -7%
RG
338
Rikoon Group
New Mexico
$275K – – –
FUBT
339
First United Bank & Trust
Maryland
$274K – – –
SMG
340
Spectrum Management Group
Indiana
$272K – – –
SWM
341
SeaCrest Wealth Management
New York
$271K – – –
HCMT
342
Highland Capital Management (Tennessee)
Tennessee
$266K -$11.2K -200 -4%
ECM
343
Exchange Capital Management
Michigan
$263K -$51.8K -920 -16%
Fayez Sarofim & Co
344
Fayez Sarofim & Co
Texas
$263K – – –
BS
345
Boenning & Scattergood
Pennsylvania
$261K +$261K +4,652 New
RIA
346
Regal Investment Advisors
Michigan
$260K -$24.5K -436 -9%
OIA
347
OneDigital Investment Advisors
Kansas
$257K – – –
LYV
348
Live Your Vision
Pennsylvania
$256K – – –
NFG
349
Next Financial Group
Texas
$255K -$356K -6,324 -58%
SG Americas Securities
350
SG Americas Securities
New York
$254K -$2.05M -36,500 -89%
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