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iShares S&P Mid-Cap 400 Growth ETF

333 hedge funds and large institutions have $2.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-11
Holders Change %
-3.2%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
25
Increased
98
Reduced
135
Closed
34
Calls
$7.05M
Puts
$6.05M
Net Calls
+$998K
Net Calls Change
+$2.9M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
26
1834 Investment Advisors
Wisconsin
$15.6M +$33.5K +824 +0.2%
Truist Financial
27
Truist Financial
North Carolina
$15.5M -$169K -4,160 -1%
DADC
28
D.A. Davidson & Co
Montana
$13.6M +$881K +21,672 +7%
RFC
29
Regions Financial Corp
Alabama
$13.5M +$1.31M +32,156 +11%
FMC
30
First Merchants Corp
Indiana
$13.4M -$2.05M -50,396 -13%
MCM
31
MAI Capital Management
Ohio
$13.2M -$1.21M -29,856 -8%
TYCC
32
Texas Yale Capital Corp
Florida
$11.6M -$1.27M -31,312 -10%
JIC
33
Joel Isaacson & Co
New York
$11.5M +$533K +13,108 +5%
GIA
34
GHP Investment Advisors
Colorado
$11.2M -$80K -1,968 -0.7%
CC
35
Courier Capital
New York
$11.1M +$175K +4,316 +2%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$10.9M -$374K -9,188 -3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$10.7M -$17.8M -438,216 -63%
Ameriprise
38
Ameriprise
Minnesota
$10.2M -$517K -12,700 -5%
IFS
39
Ifrah Financial Services
Arkansas
$10.2M -$3.42K -84 -0%
CAL
40
Capital Analysts LLC
Pennsylvania
$9.48M -$67.6K -1,664 -0.7%
PCTC
41
Perkins Coie Trust Company
Washington
$9.39M +$435K +10,700 +5%
LI
42
LVZ Inc
Michigan
$9.2M +$9.2M +226,396 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$8.89M -$5.86M -144,152 -40%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$8.44M -$299K -7,352 -3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$8.33M -$8.04M -197,696 -49%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$8.27M -$559K -13,756 -6%
CAL
47
Capital Advisors Ltd
Ohio
$8M +$138K +3,404 +2%
MA
48
MUFG Americas
New York
$7.89M -$281K -6,924 -3%
SFI
49
SPC Financial Inc
Maryland
$7.43M -$2.06M -50,700 -22%
DPIM
50
Duff & Phelps Investment Management
Illinois
$6.87M