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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GP
426
Girard Partners
Pennsylvania
$77K +$77K +1,328 New
BC
427
Bartlett & Co
Ohio
$76K
BCWM
428
Bartlett & Co Wealth Management
Ohio
$75.7K
ST
429
Smithfield Trust
Pennsylvania
$75K
FHA
430
Flagship Harbor Advisors
Massachusetts
$74K
CWA
431
Clarus Wealth Advisors
Arizona
$73K
EWM
432
Endurance Wealth Management
Rhode Island
$72K -$8.1K -140 -10%
Simplex Trading
433
Simplex Trading
Illinois
$72K +$72K +1,240 New
NSB
434
Norway Savings Bank
Maine
$71K -$5.8K -100 -8%
WA
435
WealthTrust-Arizona
Arizona
$68K +$68K +1,168 New
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$67K -$3.05K -52 -4%
MYIA
437
Mount Yale Investment Advisors
Colorado
$62K
ANBT
438
American National Bank & Trust
Texas
$61K
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$61K
FCMT
440
Founders Capital Management (Texas)
Texas
$58K +$234 +4 +0.4%
WCM
441
Whitener Capital Management
North Carolina
$58K +$58K +1,012 New
KJWM
442
Kiley Juergens Wealth Management
Washington
$56K
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$55K
CCM
444
Cribstone Capital Management
Maine
$54K
BRC
445
Bell Rock Capital
Delaware
$54K +$462 +8 +0.9%
AIA
446
Armor Investment Advisors
North Carolina
$51K
SIAP
447
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$51K +$25.5K +440 +100%
S
448
SignatureFD
Georgia
$50K
ONST
449
Old North State Trust
North Carolina
$48K +$48K +824 New
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$47K