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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 %
AMG
351
Advisors Management Group
Wisconsin
$254K – – –
WF
352
Welch & Forbes
Massachusetts
$247K – – –
HTC
353
Haverford Trust Company
Pennsylvania
$247K +$24.9K +444 +11%
GRP
354
Global Retirement Partners
California
$245K +$58K +1,032 +31%
FI
355
FormulaFolio Investments
Michigan
$245K +$245K +4,356 New
FDS
356
Freedom Day Solutions
Texas
$244K +$23.3K +416 +11%
KF
357
Krilogy Financial
Missouri
$243K +$1.35K +24 +0.6%
AWM
358
AE Wealth Management
Kansas
$242K +$242K +4,308 New
WCM
359
Wealthcare Capital Management
Virginia
$241K – – –
SS
360
Simplicity Solutions
Minnesota
$239K +$239K +4,264 New
DY
361
Dowling & Yahnke
California
$237K – – –
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$234K -$5.63K -100 -2%
BIM
363
Bridges Investment Management
Nebraska
$234K -$898 -16 -0.4%
SDWMA
364
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K – – –
PL
365
Plancorp LLC
Missouri
$233K +$1.8K +32 +0.8%
WSFS
366
Wilmington Savings Fund Society
Delaware
$230K -$36.7K -652 -14%
CIC
367
Carnegie Investment Counsel
Ohio
$230K – – –
EFS
368
Essex Financial Services
Connecticut
$227K -$75.1K -1,336 -25%
EB
369
Eastern Bank
Massachusetts
$224K – – –
BL
370
BFSG LLC
California
$223K – – –
MMHP
371
Murphy Middleton Hinkle & Parker
Georgia
$223K – – –
CWM
372
Calamos Wealth Management
Illinois
$220K – – –
LW
373
Linscomb Wealth
Texas
$218K -$48.5K -864 -18%
APSP
374
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K – – –
DSC
375
Duncker Streett & Co
Missouri
$214K – – –
13 14
15
16 17