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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
476
Catamount Wealth Management
Connecticut
$5K – – –
GTAM
477
Global Trust Asset Management
Florida
$5K – – –
RIA
478
RPG Investment Advisory
California
$4K – – –
HI
479
Hudock Inc
Pennsylvania
$3K – – –
RWA
480
Ropes Wealth Advisors
Massachusetts
$3K +$3K +60 New
TI
481
Truepoint Inc
Ohio
$2.09K -$7.47K -6,520 -78%
KCPG
482
Kavar Capital Partners Group
Kansas
$1K +$1K +24 New
TSS
483
Two Sigma Securities
New York
– -$9.22M -170,924 Closed
FTS
484
Fifth Third Securities
Ohio
– -$1.94M -35,872 Closed
AI
485
Atria Investments
North Carolina
– -$1.39M -25,792 Closed
CA
486
Cornerstone Advisory
Maryland
– -$1.19M -22,000 Closed
BCM
487
Becker Capital Management
Oregon
– -$829K -15,368 Closed
SI
488
SII Investments
Wisconsin
– -$800K -14,848 Closed
FIM
489
Freedom Investment Management
Connecticut
– -$566K -10,492 Closed
WP
490
WealthSource Partners
California
– -$507K -9,392 Closed
BL
491
Balentine LLC
Georgia
– -$331K -6,128 Closed
SAM
492
Summit Asset Management
Tennessee
– -$285K -5,280 Closed
IH
493
IFC Holdings
Florida
– -$272K -5,052 Closed
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
– -$265K -4,908 Closed
Kovitz Investment Group Partners
495
Kovitz Investment Group Partners
Illinois
– -$249 -4,624 Closed
CL
496
CIM LLC
New York
– -$213K -3,952 Closed
AP
497
Appleton Partners
Massachusetts
– -$208K -3,864 Closed
SHGA
498
Sand Hill Global Advisors
California
– -$207K -3,836 Closed
IFWM
499
Institute for Wealth Management
Colorado
– -$205K -3,800 Closed
DC
500
Davenport & Co
Virginia
– -$203K -3,760 Closed
17 18 19
20
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