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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
451
RWA Wealth Partners
Massachusetts
$22K +$22K +400 New
BFC
452
Bedel Financial Consulting
Indiana
$22K +$22K +404 New
AssetMark Inc
453
AssetMark Inc
California
$21K – – –
CTC
454
Central Trust Company
Missouri
$20K -$11.1K -200 -36%
TL
455
TrueWealth LLC
Georgia
$19K – – –
PFA
456
Pathway Financial Advisors
Vermont
$19K – – –
LNB
457
Ledyard National Bank
$19K – – –
Deutsche Bank
458
Deutsche Bank
Germany
$19K +$19K +356 New
SWA
459
Sutton Wealth Advisors
Florida
$18.1K – – –
SFG
460
SevenBridge Financial Group
Pennsylvania
$18K -$5.71K -104 -24%
SBL
461
Sargent Bickham Lagudis
Colorado
$15K – – –
TC
462
Trust Company
Kansas
$14K – – –
EWM
463
Elmwood Wealth Management
California
$13.1K +$13.1K +240 New
BCI
464
Brinker Capital Investments
Pennsylvania
$13K – – –
EWM
465
Edge Wealth Management
New York
$12K – – –
KFA
466
Kabarec Financial Advisors
Illinois
$12K +$12K +224 New
ME
467
McIlrath & Eck
Washington
$11K – – –
WIM
468
Westside Investment Management
California
$10.7K – – –
TAIM
469
TD Ameritrade Investment Management
Nebraska
$10K -$4.89K -88 -33%
PMFA
470
Plante Moran Financial Advisors
Michigan
$10K – – –
MOS
471
MGO One Seven
Ohio
$8K – – –
AIM
472
Anchor Investment Management
South Carolina
$7.64K – – –
SWPG
473
Strategic Wealth Partners Group
Illinois
$6.56K +$6.56K +120 New
ADL
474
Asset Dedication LLC
California
$6K – – –
LFA
475
Legacy Financial Advisors
Kentucky
$6K – – –
17 18
19
20 21