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

293 hedge funds and large institutions have $2.66B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
7.82%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
46
Increased
101
Reduced
85
Closed
16
Calls
$4.87M
Puts
$1.45M
Net Calls
+$3.42M
Net Calls Change
+$3.9M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$885M
2
MCM
2
MAI Capital Management
Ohio
$9.06M
3
CIM
3
Confluence Investment Management
Missouri
$32.4M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$29.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$14M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$143M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.07M
3
Jane Street
3
Jane Street
New York
$0
4
BF
4
BOK Financial
Oklahoma
$42.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$14.7M +$2.62M +65,640 +22%
1IA
27
1834 Investment Advisors
Wisconsin
$14.6M +$474K +11,864 +3%
Truist Financial
28
Truist Financial
North Carolina
$14.5M +$179K +4,472 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$14.3M +$508K +12,716 +4%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$14M +$4.43M +110,940 +47%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$11.7M +$41.5K +1,040 +0.4%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$11.6M +$185K +4,644 +2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$11.1M +$1.52M +38,000 +16%
CC
34
Courier Capital
New York
$11.1M +$106K +2,660 +1%
GIA
35
GHP Investment Advisors
Colorado
$11.1M +$318K +7,972 +3%
LI
36
LVZ Inc
Michigan
$10.7M +$726K +18,180 +7%
SFI
37
SPC Financial Inc
Maryland
$9.68M +$590K +14,788 +6%
DADC
38
D.A. Davidson & Co
Montana
$9.1M +$935K +23,432 +11%
MCM
39
MAI Capital Management
Ohio
$9.06M +$9.06M +226,996 New
RFC
40
Regions Financial Corp
Alabama
$8.95M +$2.52M +63,108 +39%
AWM
41
Affinity Wealth Management
Delaware
$8.53M +$8.53M +213,616 New
HSBC Holdings
42
HSBC Holdings
United Kingdom
$8.25M – – –
CS
43
Credit Suisse
Switzerland
$8.18M +$596K +14,924 +8%
PCTC
44
Perkins Coie Trust Company
Washington
$8.17M +$177K +4,428 +2%
CAL
45
Capital Advisors Ltd
Ohio
$7.69M +$1.92K +48 +0%
MA
46
MUFG Americas
New York
$7.69M -$408K -10,228 -5%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7.35M -$474K -11,876 -6%
CAL
48
Capital Analysts LLC
Pennsylvania
$7.34M +$392K +9,824 +6%
DPIM
49
Duff & Phelps Investment Management
Illinois
$7M – – –
Comerica Bank
50
Comerica Bank
Texas
$6.95M +$2.91M +72,836 +72%
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