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

466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+52
Holders Change %
+12.56%
% of All Funds
10.58%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
84
Increased
120
Reduced
159
Closed
28
Calls
$7.25M
Puts
$1.86M
Net Calls
+$5.4M
Net Calls Change
-$2.89M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$202M
2
PFG
Piershale Financial Group
Illinois
$24.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.2M
4
Ameriprise
Ameriprise
Minnesota
$79.9M
5
AIM
Advantage Investment Management
Iowa
$6.06M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.39B
2
Morgan Stanley
Morgan Stanley
New York
$377M
3
NPC
National Planning Corporation
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$837K
5
LPL Financial
LPL Financial
California
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Gemmer Asset Management
California
$147K – – –
LA
377
Legacy Advisors
Pennsylvania
$144K – – –
WT
378
Whittier Trust
California
$137K +$117K +2,168 +571%
STA
379
Summit Trail Advisors
New York
$134K +$134K +2,480 New
WTB
380
Washington Trust Bank
Washington
$132K -$297K -5,484 -69%
FANJ
381
Financial Architects (New Jersey)
New Jersey
$129K – – –
KF
382
Krilogy Financial
Missouri
$125K +$432 +8 +0.3%
WPA
383
West Paces Advisors
Georgia
$125K -$45.8K -848 -27%
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$120K +$120K +2,220 New
CPA
385
Clear Perspective Advisors
Illinois
$114K -$3.23K -60 -3%
ACM
386
Armbruster Capital Management
New York
$113K – – –
MSA
387
Marino Stram & Associates
Massachusetts
$105K +$105K +1,940 New
FNB
388
Farmers National Bank
Kentucky
$105K +$105K +1,944 New
VNA
389
Valley National Advisers
Pennsylvania
$99K – – –
DBT
390
Dubuque Bank & Trust
Iowa
$98K +$67.1K +1,248 +217%
TWA
391
TCI Wealth Advisors
Arizona
$92K – – –
TCOV
392
Trust Company of Vermont
Vermont
$88K – – –
PFBT
393
Parkside Financial Bank & Trust
Missouri
$85K – – –
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.1K – – –
NSB
395
Norway Savings Bank
Maine
$78K – – –
PS
396
Portfolio Solutions
Michigan
$76K – – –
EWM
397
Endurance Wealth Management
Rhode Island
$75K – – –
QCG
398
Quadrant Capital Group
Ohio
$75K +$427 +8 +0.6%
AF
399
Advisornet Financial
Minnesota
$74K +$74K +1,372 New
EWM
400
Evercore Wealth Management
New York
$73K – – –
14 15
16
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