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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
326
Sigma Investment Counselors
Michigan
$302K – – –
FHA
327
First Horizon Advisors
Tennessee
$298K -$60.4K -1,268 -17%
CIA
328
Capital Investment Advisors
Georgia
$298K – – –
SMG
329
Spectrum Management Group
Indiana
$297K +$66.1K +1,384 +29%
PA
330
Parallel Advisors
California
$296K +$13.5K +284 +5%
PBO
331
Peoples Bank (Ohio)
Ohio
$295K – – –
MFW
332
Mosaic Family Wealth
Missouri
$295K – – –
LA
333
LexAurum Advisors
Kansas
$291K +$110K +2,296 +60%
HH
334
Hilltop Holdings
Texas
$286K -$13.4K -280 -4%
SEI Investments
335
SEI Investments
Pennsylvania
$286K +$286K +5,944 New
Millennium Management
336
Millennium Management
New York
$286K +$286K +5,972 New
GFS
337
GYL Financial Synergies
Connecticut
$285K +$285K +5,956 New
HSA
338
HBK Sorce Advisory
Pennsylvania
$284K -$8.81K -184 -3%
MAM
339
Marquette Asset Management
Minnesota
$278K – – –
FPCG
340
Fort Pitt Capital Group
Pennsylvania
$278K +$25.8K +540 +10%
FAIM
341
Financial Advocates Investment Management
Washington
$276K -$12.8K -268 -4%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$274K +$219K +4,588 +401%
SWPG
343
Strategic Wealth Partners Group
Illinois
$264K +$258K +5,400 +4,500%
WWM
344
Western Wealth Management
Colorado
$262K +$262K +5,464 New
KFA
345
Kelleher Financial Advisors
New York
$261K -$28.6K -600 -10%
FI
346
FormulaFolio Investments
Michigan
$260K – – –
SDWMA
347
Schneider Downs Wealth Management Advisors
Pennsylvania
$260K +$60.3K +1,260 +30%
RIA
348
Regal Investment Advisors
Michigan
$258K -$6.12K -128 -2%
HR
349
Hayden Royal
North Carolina
$258K +$258K +5,392 New
AWM
350
Affinity Wealth Management
Delaware
$257K +$257K +5,372 New
12 13
14
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