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iShares S&P Mid-Cap 400 Growth ETF

466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+52
Holders Change %
+12.56%
% of All Funds
10.58%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
84
Increased
120
Reduced
159
Closed
28
Calls
$7.25M
Puts
$1.86M
Net Calls
+$5.4M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Shares
Change %
PL
351
Plancorp LLC
Missouri
$222K +$222K +4,116 New
SWP
352
Strategic Wealth Partners
Ohio
$219K +$219K +4,188 New
EFS
353
Essex Financial Services
Connecticut
$218K
VHAM
354
Van Hulzen Asset Management
California
$218K +$218K +4,036 New
NFG
355
Next Financial Group
Texas
$216K -$50.5K -936 -19%
CIC
356
Carnegie Investment Counsel
Ohio
$215K
BL
357
BFSG LLC
California
$214K
DP
358
Denver PWM
Colorado
$213K +$658 +12 +0.3%
CL
359
CIM LLC
New York
$213K +$213K +3,952 New
CWM
360
Calamos Wealth Management
Illinois
$211K +$211K +3,912 New
PWM
361
Perigon Wealth Management
California
$210K -$663K -12,292 -76%
APSP
362
Asset Planning Services (Pennsylvania)
Pennsylvania
$209K
AP
363
Appleton Partners
Massachusetts
$208K +$208K +3,864 New
SHGA
364
Sand Hill Global Advisors
California
$207K -$15.5K -288 -7%
MMHP
365
Murphy Middleton Hinkle & Parker
Georgia
$207K +$207K +3,840 New
DSC
366
Duncker Streett & Co
Missouri
$205K
IFWM
367
Institute for Wealth Management
Colorado
$205K +$205K +3,800 New
DC
368
Davenport & Co
Virginia
$203K +$203K +3,760 New
PWA
369
Peterson Wealth Advisors
Utah
$202K +$202K +3,752 New
SEI Investments
370
SEI Investments
Pennsylvania
$197K +$22K +408 +13%
SFSIG
371
San Francisco Sentry Investment Group
California
$190K +$48.1K +892 +34%
GRP
372
Global Retirement Partners
California
$180K +$1.73K +32 +1%
AOWM
373
Alpha Omega Wealth Management
Virginia
$173K -$23.6K -436 -12%
FIB
374
First Interstate Bank
Montana
$165K
BTIS
375
BB&T Investment Services
North Carolina
$158K