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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
376
Freedom Day Solutions
Texas
$215K +$215K +3,932 New
CWM
377
Calamos Wealth Management
Illinois
$214K – – –
APSP
378
Asset Planning Services (Pennsylvania)
Pennsylvania
$212K – – –
DSC
379
Duncker Streett & Co
Missouri
$208K – – –
QCG
380
Quadrant Capital Group
Ohio
$207K +$131K +2,404 +171%
SMC
381
Smith, Moore & Co
Missouri
$207K +$207K +3,788 New
SFSIG
382
San Francisco Sentry Investment Group
California
$192K – – –
GRP
383
Global Retirement Partners
California
$182K – – –
AOWM
384
Alpha Omega Wealth Management
Virginia
$175K – – –
LF
385
Lee Financial
Texas
$172K -$172K -3,160 -50%
FIB
386
First Interstate Bank
Montana
$167K – – –
WT
387
Whittier Trust
California
$161K +$21.8K +400 +16%
GAM
388
Gemmer Asset Management
California
$148K – – –
LA
389
Legacy Advisors
Pennsylvania
$146K – – –
WTB
390
Washington Trust Bank
Washington
$127K -$5.88K -108 -4%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$127K +$5.89K +108 +5%
WPA
392
West Paces Advisors
Georgia
$126K – – –
IIC
393
Integrated Investment Consultants
Michigan
$123K +$123K +2,248 New
ACM
394
Armbruster Capital Management
New York
$115K – – –
CPA
395
Clear Perspective Advisors
Illinois
$115K – – –
SFM
396
Signet Financial Management
New Jersey
$115K +$115K +2,100 New
FANJ
397
Financial Architects (New Jersey)
New Jersey
$109K -$21.8K -400 -17%
MSA
398
Marino Stram & Associates
Massachusetts
$106K – – –
VNA
399
Valley National Advisers
Pennsylvania
$103K +$2.19K +40 +2%
TCOV
400
Trust Company of Vermont
Vermont
$101K +$12.4K +228 +14%
14 15
16
17 18