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

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
451
Webster Bank
Connecticut
$47K – – –
SIS
452
Sound Income Strategies
Florida
$46K +$46K +784 New
CFN
453
Cordasco Financial Network
Florida
$45K – – –
NWM
454
Northwest Wealth Management
Iowa
$42K -$5.4K -92 -11%
OIA
455
Optimum Investment Advisors
Illinois
$42K – – –
DWA
456
Divergent Wealth Advisors
Utah
$39K -$9.81K -176 -20%
TIM
457
Tortoise Investment Management
New York
$39K – – –
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$39K – – –
ADL
459
Asset Dedication LLC
California
$36K – – –
BWM
460
Baystate Wealth Management
Massachusetts
$32K – – –
IBOK
461
Independence Bank of Kentucky
Kentucky
$31K – – –
WP
462
WealthShield Partners
North Carolina
$31K – – –
POIA
463
Pin Oak Investment Advisors
Texas
$30K – – –
SWA
464
Sutton Wealth Advisors
Florida
$27.5K +$8.15K +140 +42%
CB
465
CNB Bank
Pennsylvania
$27K – – –
VFA
466
Valeo Financial Advisors
Indiana
$25K +$11.9K +224 +90%
BFC
467
Bedel Financial Consulting
Indiana
$22K – – –
CTB
468
Country Trust Bank
Illinois
$22K +$22K +384 New
AssetMark Inc
469
AssetMark Inc
California
$21K -$228 -4 -1%
CTC
470
Central Trust Company
Missouri
$21K – – –
Deutsche Bank
471
Deutsche Bank
Germany
$21K – – –
TL
472
TrueWealth LLC
Georgia
$20K – – –
FCAS
473
First Command Advisory Services
Texas
$20K +$241 +11,988 +1%
SFG
474
SevenBridge Financial Group
Pennsylvania
$19K – – –
LNB
475
Ledyard National Bank
$18K – – –
17 18
19
20 21