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

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$139M
2
Wells Fargo
Wells Fargo
California
$847M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$14.7M
4
WT
Wilmington Trust
Delaware
$11.7M
5
EFS
Edelman Financial Services
Virginia
$54.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$254M
2
LPL Financial
LPL Financial
California
$29.9M
3
CS
Credit Suisse
Switzerland
$886K
4
Bank of America
Bank of America
North Carolina
$82.8M
5
DS
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$13.5M +$71.6K +1,872 +0.5%
1IA
27
1834 Investment Advisors
Wisconsin
$13.5M +$40.4K +1,056 +0.3%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$13.4M -$977K -25,552 -7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$13.4M +$682K +17,844 +5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$13.1M -$1.31M -34,140 -9%
LMIM
31
Lockheed Martin Investment Management
Maryland
$13.1M – – –
LI
32
LVZ Inc
Michigan
$13.1M +$2.12M +55,408 +19%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$12.5M -$2.4M -62,700 -16%
Northern Trust
34
Northern Trust
Illinois
$11.8M +$175K +4,568 +1%
WT
35
Wilmington Trust
Delaware
$11.7M +$4.07M +106,420 +53%
TYCC
36
Texas Yale Capital Corp
Florida
$11.1M +$2.6M +68,060 +30%
IFS
37
Ifrah Financial Services
Arkansas
$10.7M -$186K -4,856 -2%
BPC
38
Banque Pictet & Cie
Switzerland
$10.4M -$91.7K -2,400 -0.9%
CC
39
Courier Capital
New York
$10.4M +$169K +4,420 +2%
MM
40
Main Management
California
$10.2M +$455K +11,904 +5%
GIA
41
GHP Investment Advisors
Colorado
$9.82M -$15.9K -416 -0.2%
MA
42
MUFG Americas
New York
$9.66M -$1.08M -28,220 -10%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$9.03M -$738K -19,300 -8%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$8.39M +$389K +10,180 +5%
SFI
45
SPC Financial Inc
Maryland
$8.35M -$1.36M -35,476 -14%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$7.73M -$669K -17,504 -8%
DADC
47
D.A. Davidson & Co
Montana
$7.63M +$153K +4,012 +2%
CNB
48
City National Bank
California
$7.61M -$745K -19,496 -9%
PCTC
49
Perkins Coie Trust Company
Washington
$7.54M +$183K +4,796 +2%
CAL
50
Capital Advisors Ltd
Ohio
$7.25M +$428K +11,184 +6%
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