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

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.49%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M

Top Buyers

1
SCM
Sandler Capital Management
New York
$25.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$43.1M
3
Morgan Stanley
Morgan Stanley
New York
$319M
4
Bank of America
Bank of America
North Carolina
$140M
5
Ameriprise
Ameriprise
Minnesota
$31M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.25B
2
VanEck Associates
VanEck Associates
New York
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.43M
5
Goldman Sachs
Goldman Sachs
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
376
Hanson & Doremus Investment Management
Vermont
$4.74K – – –
CWM
377
Catamount Wealth Management
Connecticut
$4K – – –
HI
378
Hudock Inc
Pennsylvania
$3K -$762K -19,316 -100%
CPA
379
Clear Perspective Advisors
Illinois
$3K +$3K +60 New
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$2K -$41.1K -740 -95%
IWM
381
IHT Wealth Management
Illinois
$1K +$1K +16 New
VanEck Associates
382
VanEck Associates
New York
– -$19.4M -444,344 Closed
CCT
383
Country Club Trust
Missouri
– -$3.78M -86,516 Closed
AI
384
Atria Investments
North Carolina
– -$1.81M -41,368 Closed
KM
385
Kalos Management
Georgia
– -$1.33M -30,380 Closed
BCM
386
Barometer Capital Management
Ontario, Canada
– -$856K -19,600 Closed
RIA
387
Regal Investment Advisors
Michigan
– -$823K -18,832 Closed
Millennium Management
388
Millennium Management
New York
– -$681K -15,588 Closed
BOTW
389
Bank of the West
California
– -$532K -12,184 Closed
ATC
390
Argent Trust Co
Tennessee
– -$439K -10,040 Closed
PAS
391
Partnervest Advisory Services
California
– -$421K -9,628 Closed
BRWA
392
B. Riley Wealth Advisors
Florida
– -$377K -8,620 Closed
IHL
393
Investment House LLC
California
– -$293K -6,704 Closed
PPA
394
Parametric Portfolio Associates
Washington
– -$279K -6,384 Closed
PV
395
Private Vista
Illinois
– -$244K -5,896 Closed
DY
396
Dowling & Yahnke
California
– -$211K -4,824 Closed
KA
397
Klingman & Associates
New York
– -$180K -4,120 Closed
EAMA
398
EFG Asset Management (Americas)
Florida
– -$175K -4,000 Closed
BA
399
BKS Advisors
Michigan
– -$150K -3,440 Closed
ACM
400
Argentus Capital Management
Texas
– -$106K -2,428 Closed
13 14 15
16
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