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

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
2
LPL Financial
LPL Financial
California
$75.8M
3
SEI Investments
SEI Investments
Pennsylvania
$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$54.8M
5
Stifel Financial
Stifel Financial
Missouri
$106M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.18B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.18M
3
WIA
World Investment Advisors
California
$367K
4
CC
Chanos & Company
New York
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$28.1M +$29.3K +524 +0.1%
CDIA
27
Capital Directions Investment Advisors
Georgia
$27.8M -$522K -9,324 -2%
MCM
28
MAI Capital Management
Ohio
$26.6M +$5.15K +92 +0%
SL
29
Salomon & Ludwin
Virginia
$26.5M -$264K -4,716 -1%
RFC
30
Regions Financial Corp
Alabama
$24.6M -$806K -14,400 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$24.4M -$4.48K -80 -0%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$24.3M +$534K +9,544 +2%
CIM
33
Confluence Investment Management
Missouri
$22.8M +$3.39M +60,624 +18%
1IA
34
1834 Investment Advisors
Wisconsin
$22.1M +$21.5K +384 +0.1%
SPIA
35
Steward Partners Investment Advisory
New York
$21.5M +$670K +11,976 +3%
JIC
36
Joel Isaacson & Co
New York
$21.1M +$497K +8,876 +2%
SCM
37
Sandler Capital Management
New York
$18.1M +$4.7M +84,000 +35%
SEI Investments
38
SEI Investments
Pennsylvania
$15.6M +$15.6M +3,116 New
FMC
39
First Merchants Corp
Indiana
$14.6M -$154K -2,744 -1%
CC
40
Courier Capital
New York
$14.1M -$393K -7,164 -3%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$13.6M +$193K +3,468 +1%
CAN
42
Cetera Advisor Networks
California
$13.5M +$89.6K +1,600 +0.7%
TYCC
43
Texas Yale Capital Corp
Florida
$12.9M -$231K -4,120 -2%
SFI
44
SPC Financial Inc
Maryland
$12.7M +$99.6K +1,780 +0.8%
IFS
45
Ifrah Financial Services
Arkansas
$12.6M +$310K +5,536 +3%
M&T Bank
46
M&T Bank
New York
$12.5M -$141K -2,516 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$12.2M -$260K -4,644 -2%
Axa
48
Axa
France
$12M -$269K -4,800 -2%
CS
49
Credit Suisse
Switzerland
$12M -$546K -9,760 -4%
CA
50
Centerpoint Advisors
Massachusetts
$11.5M +$153K +2,728 +1%
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