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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 %
LB
401
Legacy Bridge
Iowa
$164K +$164K +3,440 New
CCM
402
Colorado Capital Management
Colorado
$163K – – –
AOWM
403
Alpha Omega Wealth Management
Virginia
$153K – – –
WT
404
Whittier Trust
California
$146K – – –
GRP
405
Global Retirement Partners
California
$144K -$77.8K -1,628 -35%
FIB
406
First Interstate Bank
Montana
$143K – – –
CI
407
CX Institutional
Indiana
$137K -$78.5K -1,648 -36%
PB
408
Pinnacle Bancorp
Nebraska
$135K +$135K +2,820 New
RPG
409
Risk Paradigm Group
Texas
$126K – – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$115K +$76.7K +1,600 +200%
NSG
411
Nalls Sherbakoff Group
Tennessee
$115K +$115K +2,400 New
QCG
412
Quadrant Capital Group
Ohio
$114K -$66.9K -1,408 -37%
LWM
413
Liberty Wealth Management
California
$114K +$114K +2,400 New
BCI
414
Brinker Capital Investments
Pennsylvania
$112K – – –
GAM
415
Gemmer Asset Management
California
$112K – – –
WPA
416
West Paces Advisors
Georgia
$111K – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$106K -$25.4K -532 -19%
MSA
418
Marino Stram & Associates
Massachusetts
$93K – – –
CFD
419
Creative Financial Designs
Indiana
$93K +$384 +8 +0.4%
KCM
420
Karp Capital Management
California
$93K +$93K +1,936 New
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$89K -$1.38M -28,864 -94%
VNA
422
Valley National Advisers
Pennsylvania
$88K – – –
SFSIG
423
San Francisco Sentry Investment Group
California
$85K – – –
TWA
424
TCI Wealth Advisors
Arizona
$81K – – –
AAP
425
Arax Advisory Partners
Colorado
$78K -$48.2K -1,012 -38%
15 16
17
18 19