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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
26
WealthTrust Fairport
Ohio
$24.2M +$707K +14,796 +3%
RFC
27
Regions Financial Corp
Alabama
$23.3M -$1.88M -39,324 -7%
SL
28
Salomon & Ludwin
Virginia
$22.1M +$22.1M +461,932 New
MCM
29
MAI Capital Management
Ohio
$21.3M +$925K +19,356 +5%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$20.6M +$3.95M +82,660 +24%
SCM
31
Sandler Capital Management
New York
$20.3M +$20.3M +424,000 New
1IA
32
1834 Investment Advisors
Wisconsin
$18.8M +$63.1K +1,320 +0.3%
JIC
33
Joel Isaacson & Co
New York
$18M +$954K +19,040 +6%
SPIA
34
Steward Partners Investment Advisory
New York
$17.3M +$5.75M +120,276 +50%
LI
35
LVZ Inc
Michigan
$15M +$354K +7,404 +2%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$14.6M +$4.95M +103,472 +51%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$14.6M -$2.67M -55,812 -15%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$14.1M +$3.43M +71,688 +32%
FMC
39
First Merchants Corp
Indiana
$12.8M -$120K -2,504 -0.9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$12.7M +$12M +250,452 +1,737%
CAN
41
Cetera Advisor Networks
California
$12.5M +$232K +4,844 +2%
CC
42
Courier Capital
New York
$12.4M -$69K -1,444 -0.6%
CAL
43
Capital Advisors Ltd
Ohio
$11.9M +$578K +12,088 +5%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$11.5M -$18.6K -388 -0.2%
TYCC
45
Texas Yale Capital Corp
Florida
$11.4M -$207K -4,320 -2%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$11.1M +$1M +21,080 +10%
M&T Bank
47
M&T Bank
New York
$11M -$282K -5,908 -3%
CC
48
Chanos & Company
New York
$10.9M -$6.99M -146,224 -39%
PCTC
49
Perkins Coie Trust Company
Washington
$10.7M +$41.1K +860 +0.4%
SFI
50
SPC Financial Inc
Maryland
$10.4M +$149K +3,120 +1%
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