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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$14M -$909K -23,996 -6%
Truist Financial
27
Truist Financial
North Carolina
$13.5M +$134K +3,532 +1%
1IA
28
1834 Investment Advisors
Wisconsin
$13.4M -$159K -4,200 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$13.1M +$11.1K +292 +0.1%
TYCC
30
Texas Yale Capital Corp
Florida
$11.5M -$1.51K -40 -0%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$11M -$572K -15,096 -5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$10.8M -$1.17M -30,788 -10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$10.7M +$25.1K +664 +0.2%
CC
34
Courier Capital
New York
$10.4M +$24.2K +640 +0.2%
GIA
35
GHP Investment Advisors
Colorado
$10.2M +$277K +7,308 +3%
LI
36
LVZ Inc
Michigan
$9.46M +$317K +8,368 +3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$9.03M +$262K +6,932 +3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$9.03M +$5.67M +151,316 +169%
SFI
39
SPC Financial Inc
Maryland
$8.62M +$53.8K +1,420 +0.6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.88M +$1.33M +35,212 +20%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$7.82M -$1.07M -28,300 -12%
DADC
42
D.A. Davidson & Co
Montana
$7.74M +$253K +6,692 +3%
Jane Street
43
Jane Street
New York
$7.73M +$5.42M +143,220 +235%
MA
44
MUFG Americas
New York
$7.68M -$406K -10,712 -5%
PCTC
45
Perkins Coie Trust Company
Washington
$7.58M +$71.2K +1,880 +0.9%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7.42M -$68.6K -1,812 -0.9%
CAL
47
Capital Advisors Ltd
Ohio
$7.29M +$28.2K +744 +0.4%
CS
48
Credit Suisse
Switzerland
$7.2M +$6.31M +166,596 +709%
DPIM
49
Duff & Phelps Investment Management
Illinois
$6.64M – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$6.59M +$647K +17,096 +11%
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