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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 %
Fayez Sarofim & Co
376
Fayez Sarofim & Co
Texas
$224K – – –
LYV
377
Live Your Vision
Pennsylvania
$224K – – –
CNBT
378
Canandaigua National Bank & Trust
New York
$224K +$224K +4,680 New
BS
379
Boenning & Scattergood
Pennsylvania
$223K – – –
OIA
380
OneDigital Investment Advisors
Kansas
$221K +$1.34K +28 +0.6%
WA
381
WESPAC Advisors
California
$219K – – –
AMG
382
Advisors Management Group
Wisconsin
$216K – – –
BA
383
Ballew Advisors
Mississippi
$216K +$16.8K +316 +8%
FUBT
384
First United Bank & Trust
Maryland
$214K -$19.1K -400 -8%
WAM
385
Wallington Asset Management
Indiana
$212K -$95.5K -2,000 -31%
Renaissance Technologies
386
Renaissance Technologies
New York
$210K -$649K -13,600 -76%
WF
387
Welch & Forbes
Massachusetts
$210K – – –
GWS
388
Glassman Wealth Services
Virginia
$209K -$116K -2,428 -36%
FDS
389
Freedom Day Solutions
Texas
$208K -$5.53K -116 -3%
DP
390
Denver PWM
Colorado
$208K +$636 +12 +0.3%
S
391
Surevest
California
$206K +$206K +4,312 New
WCM
392
Wealthcare Capital Management
Virginia
$205K – – –
CPA
393
Clear Perspective Advisors
Illinois
$202K – – –
FWCM
394
Ferguson Wellman Capital Management
Oregon
$201K -$2.49K -52 -1%
Simplex Trading
395
Simplex Trading
Illinois
$192K +$133K +2,792 +225%
APSP
396
Asset Planning Services (Pennsylvania)
Pennsylvania
$185K – – –
PFBT
397
Parkside Financial Bank & Trust
Missouri
$185K +$85.5K +1,788 +86%
EFSCE
398
Enterprise Financial Services Corp (EFSC)
Missouri
$183K -$36K -756 -16%
DSC
399
Duncker Streett & Co
Missouri
$182K – – –
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$181K +$181K +3,784 New
14 15
16
17 18