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

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.26B
2
RJA
2
Raymond James & Associates
Florida
$55.4M
3
VanEck Associates
3
VanEck Associates
New York
$19.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$292M
5
UBS Group
5
UBS Group
Switzerland
$94.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
2
CIM
2
Confluence Investment Management
Missouri
$5.63M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$10.3M
4
LPL Financial
4
LPL Financial
California
$31.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$16.2M +$657K +15,040 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$16M +$4.8M +109,848 +43%
FHB
28
First Hawaiian Bank
Hawaii
$15.7M -$2.48M -56,796 -14%
MCM
29
MAI Capital Management
Ohio
$15.2M -$247K -5,664 -2%
RFC
30
Regions Financial Corp
Alabama
$14.9M +$176K +4,036 +1%
FMC
31
First Merchants Corp
Indiana
$14.8M +$604K +13,828 +4%
Truist Financial
32
Truist Financial
North Carolina
$14.5M -$313K -7,156 -2%
JIC
33
Joel Isaacson & Co
New York
$12.6M +$416K +9,524 +3%
TYCC
34
Texas Yale Capital Corp
Florida
$12.3M -$26.6K -608 -0.2%
CC
35
Courier Capital
New York
$12M -$157K -3,588 -1%
CAL
36
Capital Analysts LLC
Pennsylvania
$11.9M +$927K +21,220 +8%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$11.8M +$37.6K +860 +0.3%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$11.6M +$2.97K +68 +0%
GIA
39
GHP Investment Advisors
Colorado
$11.6M -$203K -4,648 -2%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$10.3M -$7.03M -160,948 -41%
PCTC
41
Perkins Coie Trust Company
Washington
$10.1M +$47.9K +1,096 +0.5%
IFS
42
Ifrah Financial Services
Arkansas
$10.1M -$646K -14,784 -6%
HighTower Advisors
43
HighTower Advisors
Illinois
$10.1M +$4.57M +104,380 +82%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$9.64M -$591K -13,536 -6%
CAL
45
Capital Advisors Ltd
Ohio
$9.09M +$495K +11,324 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$8.61M -$1.44M -32,852 -14%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$8.57M -$184K -4,216 -2%
SFI
48
SPC Financial Inc
Maryland
$7.92M +$79.5K +1,820 +1%
LMIM
49
Lockheed Martin Investment Management
Maryland
$7.46M +$673K +15,404 +10%
DPIM
50
Duff & Phelps Investment Management
Illinois
$7.38M – – –
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