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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 %
WTB
426
Washington Trust Bank
Washington
$75K -$43.2K -904 -37%
FDCDDQ
427
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.6K – – –
DWM
428
Destination Wealth Management
California
$73K – – –
RWA
429
River Wealth Advisors
Pennsylvania
$68K – – –
CIAS
430
Capital Investment Advisory Services
North Carolina
$68K +$68K +1,432 New
MFBTD
431
MB Financial Bank - Trust Department
Illinois
$67K -$4.24K -88 -6%
TF
432
Tompkins Financial
New York
$63K – – –
BCWM
433
Bartlett & Co Wealth Management
Ohio
$62.2K – – –
BC
434
Bartlett & Co
Ohio
$62K – – –
ST
435
Smithfield Trust
Pennsylvania
$61K – – –
CWA
436
Clarus Wealth Advisors
Arizona
$60K +$380 +8 +0.6%
EWM
437
Endurance Wealth Management
Rhode Island
$59K – – –
NSB
438
Norway Savings Bank
Maine
$59K – – –
EWM
439
Executive Wealth Management
Michigan
$59K +$59K +1,232 New
VFA
440
Valeo Financial Advisors
Indiana
$58K +$35.6K +748 +158%
WA
441
WealthTrust-Arizona
Arizona
$56K +$191 +4 +0.3%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$56K +$56K +1,172 New
DWM
443
Doyle Wealth Management
Florida
$54K +$54K +1,120 New
ANBT
444
American National Bank & Trust
Texas
$50K – – –
BCA
445
Berman Capital Advisors
Georgia
$50K +$50K +1,060 New
FHA
446
Flagship Harbor Advisors
Massachusetts
$48K -$12.2K -260 -20%
WCM
447
Whitener Capital Management
North Carolina
$48K – – –
FCMT
448
Founders Capital Management (Texas)
Texas
$48K +$193 +4 +0.4%
LNB
449
Ledyard National Bank
$47K +$32.2K +680 +218%
BRC
450
Bell Rock Capital
Delaware
$45K -$193 -4 -0.4%
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