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

492 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
11.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.73%
New
42
Increased
154
Reduced
160
Closed
26
Calls
$4.56M
Puts
$2.43M
Net Calls
+$2.14M
Net Calls Change
+$618K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$55.2M
2
SCM
Sandler Capital Management
New York
+$29.2M
3
CC
Chanos & Company
New York
+$16.4M
4
PFG
Piershale Financial Group
Illinois
+$8.52M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$137M
2
Wells Fargo
Wells Fargo
California
-$33.7M
3
LPL Financial
LPL Financial
California
-$15.7M
4
Stifel Financial
Stifel Financial
Missouri
-$11.4M
5
PAG
Private Advisor Group
New Jersey
-$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
401
Clear Perspective Advisors
Illinois
$119K – – –
SFM
402
Signet Financial Management
New Jersey
$118K – – –
SFSIG
403
San Francisco Sentry Investment Group
California
$115K -$83K -1,476 -42%
FANJ
404
Financial Architects (New Jersey)
New Jersey
$112K – – –
MSA
405
Marino Stram & Associates
Massachusetts
$109K – – –
VNA
406
Valley National Advisers
Pennsylvania
$106K – – –
FNB
407
Farmers National Bank
Kentucky
$100K – – –
TWA
408
TCI Wealth Advisors
Arizona
$96K – – –
DBT
409
Dubuque Bank & Trust
Iowa
$89K +$56.6K +1,008 +175%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$88K – – –
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.5K – – –
WT
412
Washington Trust
Rhode Island
$86K +$86K +1,544 New
TDC
413
Thompson Davis & Co
Virginia
$83K +$40.3K +720 +94%
RWA
414
River Wealth Advisors
Pennsylvania
$80K +$80K +1,432 New
DWM
415
Destination Wealth Management
California
$79K +$13K +232 +20%
EWM
416
Endurance Wealth Management
Rhode Island
$78K – – –
MFBTD
417
MB Financial Bank - Trust Department
Illinois
$78K +$78K +1,392 New
AF
418
Advisornet Financial
Minnesota
$77K – – –
NSB
419
Norway Savings Bank
Maine
$75K -$6.8K -120 -8%
TF
420
Tompkins Financial
New York
$75K – – –
BCWM
421
Bartlett & Co Wealth Management
Ohio
$73K – – –
BC
422
Bartlett & Co
Ohio
$73K – – –
ST
423
Smithfield Trust
Pennsylvania
$72K – – –
FHA
424
Flagship Harbor Advisors
Massachusetts
$71K +$71K +1,280 New
CWA
425
Clarus Wealth Advisors
Arizona
$68K +$68K +1,256 New
15 16
17
18 19