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

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$175M
2
AWM
2
Affinity Wealth Management
Delaware
$13.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.68M
4
Bank of America
4
Bank of America
North Carolina
$90M
5
EFS
5
Edelman Financial Services
Virginia
$61.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$844M
2
SWA
2
SFMG Wealth Advisors
Texas
$699K
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$250M
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Affinity Wealth Management
Delaware
$13.9M 88,756 +88,756 New
Truist Financial
27
Truist Financial
North Carolina
$13.9M 88,571 +95 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$13.6M 86,536 +578 +0.7%
Northern Trust
29
Northern Trust
Illinois
$12.8M 81,589 +4,310 +6%
WT
30
Wilmington Trust
Delaware
$12.8M 81,441 +4,869 +6%
CPSAC
31
Chas P. Smith & Associates (CPS)
Florida
$12.6M 80,386 -145,337 -64%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$12.4M 79,193 -2,773 -3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$12M 76,647 -11,255 -13%
TYCC
34
Texas Yale Capital Corp
Florida
$11.9M 75,864 +3,030 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$11.1M 70,376 -17,166 -20%
CC
36
Courier Capital
New York
$10.8M 68,623 +518 +0.8%
LMIM
37
Lockheed Martin Investment Management
Maryland
$10.4M 66,499 -19,118 -22%
GIA
38
GHP Investment Advisors
Colorado
$10.3M 65,473 +1,262 +2%
SG Americas Securities
39
SG Americas Securities
New York
$9.68M 61,643 +46,980 +320%
LI
40
LVZ Inc
Michigan
$9.48M 60,354 -24,990 -29%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$9.23M 58,725 -325 -0.6%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$9.1M 57,909 +3,045 +6%
M&T Bank
43
M&T Bank
New York
$9.04M 57,525 +12,934 +29%
SFI
44
SPC Financial Inc
Maryland
$8.89M 56,571 +1,985 +4%
MA
45
MUFG Americas
New York
$8.39M 53,409 -9,776 -15%
WTNA
46
Wilmington Trust National Association
Delaware
$8.3M 52,827 +10,883 +26%
PCTC
47
Perkins Coie Trust Company
Washington
$7.79M 49,579 +300 +0.6%
DADC
48
D.A. Davidson & Co
Montana
$7.77M 49,444 -469 -0.9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$7.76M 49,426 +7,412 +18%
CAL
50
Capital Advisors Ltd
Ohio
$7.54M 47,980 +580 +1%
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