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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
26
WealthTrust Fairport
Ohio
$28.7M -$171K -2,940 -0.6%
MCM
27
MAI Capital Management
Ohio
$24.8M +$1.15M +19,812 +5%
1IA
28
1834 Investment Advisors
Wisconsin
$22.8M +$2.8K +48 +0%
CC
29
Chanos & Company
New York
$21.8M +$4.83M +82,900 +28%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21M -$5.52M -94,860 -21%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$20.3M +$47.1K +808 +0.2%
JIC
32
Joel Isaacson & Co
New York
$19.8M -$342K -5,872 -2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$17.7M -$194K -3,328 -1%
LI
34
LVZ Inc
Michigan
$16.8M +$470K +8,572 +3%
CA
35
Centerpoint Advisors
Massachusetts
$15.7M +$6.59M +113,156 +72%
FMC
36
First Merchants Corp
Indiana
$15.7M -$72.4K -1,244 -0.5%
CC
37
Courier Capital
New York
$15.1M +$304K +5,216 +2%
CAN
38
Cetera Advisor Networks
California
$14.9M +$49.6K +852 +0.3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$14.9M -$22.7M -390,592 -60%
TYCC
40
Texas Yale Capital Corp
Florida
$14.2M -$69.9K -1,200 -0.5%
SPIA
41
Steward Partners Investment Advisory
New York
$14.1M +$525K +9,008 +4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$14M -$429K -7,364 -3%
CAL
43
Capital Advisors Ltd
Ohio
$13.8M +$150K +2,580 +1%
M&T Bank
44
M&T Bank
New York
$13.7M +$483K +8,292 +4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$13M +$867K +14,896 +7%
PCTC
46
Perkins Coie Trust Company
Washington
$13M -$128K -2,204 -1%
LMIM
47
Lockheed Martin Investment Management
Maryland
$12.6M -$5.22M -89,600 -29%
SFI
48
SPC Financial Inc
Maryland
$12.5M +$133K +2,280 +1%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$12.4M +$475K +8,156 +4%
SPC
50
Sigma Planning Corp
Michigan
$12M -$4.29M -73,700 -26%
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