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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 %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$67K -$164K -2,936 -71%
MYIA
427
Mount Yale Investment Advisors
Colorado
$64K – – –
MCM
428
Mainstay Capital Management
Michigan
$61K -$24.8K -440 -29%
ANBT
429
American National Bank & Trust
Texas
$59K – – –
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$58K +$9.63K +172 +20%
FCMT
431
Founders Capital Management (Texas)
Texas
$56K – – –
KJWM
432
Kiley Juergens Wealth Management
Washington
$54K +$54K +976 New
WAP
433
Wealthcare Advisory Partners
Pennsylvania
$53K +$19.2K +344 +57%
CCM
434
Cribstone Capital Management
Maine
$52K – – –
BRC
435
Bell Rock Capital
Delaware
$52K +$1.12K +20 +2%
PA
436
Parallel Advisors
California
$51K +$28.4K +508 +126%
AIA
437
Armor Investment Advisors
North Carolina
$49K -$11.2K -200 -19%
DWA
438
Divergent Wealth Advisors
Utah
$49K – – –
S
439
SignatureFD
Georgia
$48K – – –
WB
440
Webster Bank
Connecticut
$45K – – –
NWM
441
Northwest Wealth Management
Iowa
$45K – – –
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$45K +$45K +800 New
CFN
443
Cordasco Financial Network
Florida
$44K – – –
TAIM
444
TD Ameritrade Investment Management
Nebraska
$44K +$33.8K +600 +333%
OIA
445
Optimum Investment Advisors
Illinois
$40K – – –
B
446
Bridgeworth
Alabama
$40K +$40K +740 New
TIM
447
Tortoise Investment Management
New York
$38K – – –
JGIA
448
Jackson Grant Investment Advisers
Connecticut
$38K – – –
FCB
449
First Command Bank
Texas
$38K – – –
FCFS
450
First Command Financial Services
Texas
$38K – – –
16 17
18
19 20