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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 %
EA
451
Edge Advisors
Georgia
$37K – – –
ADL
452
Asset Dedication LLC
California
$35K +$28.4K +496 +428%
BWM
453
Baystate Wealth Management
Massachusetts
$34K – – –
WP
454
WealthShield Partners
North Carolina
$30K – – –
SMFS
455
Squar Milner Financial Services
California
$30K +$30K +536 New
POIA
456
Pin Oak Investment Advisors
Texas
$29K -$10.6K -188 -27%
IBOK
457
Independence Bank of Kentucky
Kentucky
$29K – – –
CFD
458
Creative Financial Designs
Indiana
$26K -$3.11K -56 -11%
CB
459
CNB Bank
Pennsylvania
$26K – – –
SIAP
460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K +$24K +440 New
BFC
461
Bedel Financial Consulting
Indiana
$23K – – –
GFP
462
Gryphon Financial Partners
Ohio
$22K – – –
AssetMark Inc
463
AssetMark Inc
California
$21K -$452 -8 -2%
CTC
464
Central Trust Company
Missouri
$20K – – –
Deutsche Bank
465
Deutsche Bank
Germany
$20K – – –
TL
466
TrueWealth LLC
Georgia
$20K – – –
PFA
467
Pathway Financial Advisors
Vermont
$20K – – –
SWA
468
Sutton Wealth Advisors
Florida
$18.7K – – –
LNB
469
Ledyard National Bank
$18K -$1.62K -28 -8%
SFG
470
SevenBridge Financial Group
Pennsylvania
$18K – – –
CA
471
Crewe Advisors
Utah
$17K +$17K +304 New
SBL
472
Sargent Bickham Lagudis
Colorado
$15K – – –
IF
473
Ironwood Financial
Arizona
$15K +$15K +268 New
BWM
474
BerganKDV Wealth Management
Minnesota
$15K +$15K +268 New
VFA
475
Valeo Financial Advisors
Indiana
$14K -$40.2K -712 -74%
17 18
19
20 21