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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 %
Fayez Sarofim & Co
351
Fayez Sarofim & Co
Texas
$255K – – –
HL
352
Harding Loevner
New Jersey
$254K +$254K +4,652 New
OIA
353
OneDigital Investment Advisors
Kansas
$250K -$37.6K -688 -13%
WA
354
WESPAC Advisors
California
$250K – – –
LYV
355
Live Your Vision
Pennsylvania
$247K – – –
AMG
356
Advisors Management Group
Wisconsin
$243K – – –
WF
357
Welch & Forbes
Massachusetts
$240K -$8.73K -160 -4%
WCM
358
Wealthcare Capital Management
Virginia
$234K – – –
KF
359
Krilogy Financial
Missouri
$234K +$108K +1,976 +85%
WSTAM
360
Wilbanks Smith & Thomas Asset Management
Virginia
$232K -$30.5K -560 -12%
AIP
361
Ahrens Investment Partners
Louisiana
$231K -$54.5K -1,000 -19%
DY
362
Dowling & Yahnke
California
$230K – – –
VHAM
363
Van Hulzen Asset Management
California
$230K +$9.82K +180 +4%
BIM
364
Bridges Investment Management
Nebraska
$229K – – –
SDWMA
365
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K – – –
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$226K +$198K +3,620 +707%
KA
367
Klingman & Associates
New York
$225K – – –
CIC
368
Carnegie Investment Counsel
Ohio
$224K – – –
PL
369
Plancorp LLC
Missouri
$224K – – –
PSUF
370
People's United Financial
Connecticut
$223K +$223K +4,084 New
DP
371
Denver PWM
Colorado
$219K +$450 +8 +0.2%
EB
372
Eastern Bank
Massachusetts
$217K +$217K +3,984 New
BL
373
BFSG LLC
California
$216K – – –
MMHP
374
Murphy Middleton Hinkle & Parker
Georgia
$216K +$6.55K +120 +3%
HTC
375
Haverford Trust Company
Pennsylvania
$216K +$216K +3,952 New
13 14
15
16 17