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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 %
MGIA
351
Matthew Goff Investment Advisor
Texas
$253K – – –
CPO
352
Cerity Partners OCIO
New York
$252K -$24.1K -504 -9%
MCG
353
MACRO Consulting Group
New Jersey
$252K +$252K +5,276 New
PCM
354
Perritt Capital Management
Illinois
$252K +$252K +5,280 New
RFWA
355
RPg Family Wealth Advisory
Massachusetts
$250K -$6.88K -144 -3%
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$250K – – –
HFA
357
High Falls Advisors
New York
$249K – – –
PWM
358
Perigon Wealth Management
California
$248K +$43.3K +836 +21%
RRC
359
Relaxing Retirement Coach
Massachusetts
$243K – – –
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$243K +$243K +5,096 New
JWBC
361
J.W. Burns & Co
New York
$238K – – –
KWM
362
Kingsview Wealth Management
Oregon
$237K +$30.4K +636 +15%
RG
363
Rikoon Group
New Mexico
$236K +$1.34K +28 +0.6%
WSFS
364
Wilmington Savings Fund Society
Delaware
$236K +$1.73K +36 +0.7%
FEM
365
Fulcrum Equity Management
Texas
$236K +$236K +4,944 New
MWM
366
Meridian Wealth Management
Kentucky
$235K +$235K +4,920 New
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$234K +$191 +4 +0.1%
KTC
368
Kistler-Tiffany Companies
Pennsylvania
$234K +$382 +8 +0.2%
S
369
SignatureFD
Georgia
$234K +$193K +4,044 +470%
SKK
370
Shepherd Kaplan Krochuk
Massachusetts
$233K -$308K -6,432 -57%
SWM
371
SeaCrest Wealth Management
New York
$232K +$764 +16 +0.3%
HCMT
372
Highland Capital Management (Tennessee)
Tennessee
$229K -$2.3K -48 -1%
TSS
373
Two Sigma Securities
New York
$229K +$40.1K +840 +21%
GLA
374
Good Life Advisors
Pennsylvania
$227K +$227K +4,756 New
DY
375
Dowling & Yahnke
California
$226K – – –
13 14
15
16 17