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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 %
APSP
376
Asset Planning Services (Pennsylvania)
Pennsylvania
$212K – – –
BJL
377
Brighton Jones LLC
Washington
$212K – – –
DP
378
Denver PWM
Colorado
$209K +$209K +3,912 New
AP
379
Appleton Partners
Massachusetts
$206K -$7.22K -124 -3%
SMC
380
Smith, Moore & Co
Missouri
$204K +$204K +3,496 New
SAM
381
Summit Asset Management
Tennessee
$203K -$12.8K -220 -6%
BFM
382
Boston Financial Management
Massachusetts
$203K +$203K +3,488 New
DBRC
383
D.B. Root & Company
Pennsylvania
$202K -$11K -188 -5%
BCA
384
Bay Colony Advisors
Massachusetts
$202K +$17K +292 +9%
TNB
385
Thomasville National Bank
Georgia
$201K +$201K +3,452 New
VA
386
Valmark Advisers
Ohio
$201K +$201K +3,456 New
BA
387
BKS Advisors
Michigan
$200K +$200K +3,440 New
CCM
388
Colorado Capital Management
Colorado
$199K +$199K +3,424 New
BA
389
Ballew Advisors
Mississippi
$193K +$30.2K +588 +19%
HIIFS
390
Harel Insurance Investments & Financial Services
Israel
$191K -$28K -480 -13%
JFA
391
JNBA Financial Advisors
Minnesota
$186K -$6.64M -114,316 -97%
AOWM
392
Alpha Omega Wealth Management
Virginia
$186K – – –
CFGS
393
Concourse Financial Group Securities
Alabama
$179K +$179K +3,064 New
WT
394
Whittier Trust
California
$178K – – –
SCM
395
Southport Capital Management
Tennessee
$175K +$175K +3,000 New
FIB
396
First Interstate Bank
Montana
$174K -$4.19K -72 -2%
MCM
397
Mainstay Capital Management
Michigan
$166K +$103K +1,756 +162%
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$160K +$28K +480 +21%
LA
399
Legacy Advisors
Pennsylvania
$156K -$11.9K -204 -7%
AAP
400
Arax Advisory Partners
Colorado
$154K +$154K +2,648 New
14 15
16
17 18