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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
351
Clear Perspective Advisors
Illinois
$246K +$123K +2,116 +100%
BIM
352
Bridges Investment Management
Nebraska
$245K +$2.56K +44 +1%
DY
353
Dowling & Yahnke
California
$244K -$1.87K -32 -0.8%
SDWMA
354
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K – – –
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$242K – – –
PL
356
Plancorp LLC
Missouri
$242K – – –
HTC
357
Haverford Trust Company
Pennsylvania
$239K -$16.5K -284 -6%
Koshinski Asset Management
358
Koshinski Asset Management
Illinois
$237K +$237K +4,076 New
HCM
359
Hudson Capital Management
New Jersey
$237K +$48.9K +18,464 +26%
EFS
360
Essex Financial Services
Connecticut
$235K – – –
SC
361
Savant Capital
Illinois
$234K +$234K +4,016 New
EB
362
Eastern Bank
Massachusetts
$232K – – –
PWM
363
Perigon Wealth Management
California
$231K -$785K -13,448 -77%
BL
364
BFSG LLC
California
$231K – – –
MMHP
365
Murphy Middleton Hinkle & Parker
Georgia
$231K +$466 +8 +0.2%
TSS
366
Two Sigma Securities
New York
$230K +$230K +3,956 New
CWM
367
Calamos Wealth Management
Illinois
$228K – – –
LW
368
Linscomb Wealth
Texas
$226K +$233 +4 +0.1%
PA
369
PFG Advisors
Arizona
$223K +$223K +4,228 New
DSC
370
Duncker Streett & Co
Missouri
$221K – – –
QCG
371
Quadrant Capital Group
Ohio
$221K – – –
LA
372
LexAurum Advisors
Kansas
$221K +$221K +3,796 New
PSUF
373
People's United Financial
Connecticut
$218K – – –
SCM
374
Sterling Capital Management
North Carolina
$215K -$81.4K -1,400 -27%
DC
375
Davenport & Co
Virginia
$213K -$5.81K -100 -3%
13 14
15
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