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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 %
IF
476
Ironwood Financial
Arizona
$16K – – –
BWM
477
BerganKDV Wealth Management
Minnesota
$16K – – –
LGWM
478
Litman Gregory Wealth Management
California
$15K +$15K +256 New
KL
479
KWMG LLC
Kansas
$14K +$3.14K +52 +29%
EWM
480
Elmwood Wealth Management
California
$14K – – –
EWM
481
Edge Wealth Management
New York
$13K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$11K – – –
TC
483
Trust Company
Kansas
$10K – – –
RMAM
484
Raab & Moskowitz Asset Management
New Jersey
$10K +$10K +180 New
AIM
485
Anchor Investment Management
South Carolina
$8.15K – – –
SWPG
486
Strategic Wealth Partners Group
Illinois
$6.99K – – –
GTAM
487
Global Trust Asset Management
Florida
$6K – – –
LFA
488
Legacy Financial Advisors
Kentucky
$6K – – –
CWM
489
Catamount Wealth Management
Connecticut
$5K – – –
RIA
490
RPG Investment Advisory
California
$5K – – –
WCAMG
491
Woodard & Company Asset Management Group
North Carolina
$4K +$4K +64 New
SWP
492
Strategic Wealth Partners
Ohio
$3K -$721K -13,460 -100%
HI
493
Hudock Inc
Pennsylvania
$3K – – –
ML
494
McAdam LLC
Pennsylvania
$2K +$2K +32 New
Financial Engines Advisors
495
Financial Engines Advisors
California
$2K +$2K +40 New
GI
496
Gradient Investments
Minnesota
$1K +$1K +16 New
FRA
497
Front Row Advisors
California
$871 +$10 +200 +1%
CF
498
Centaurus Financial
California
$123 -$482K -15,668 -100%
HCM
499
Howard Capital Management
Georgia
– -$49.5M -858,436 Closed
SCM
500
Sandler Capital Management
New York
– -$29.2M -520,000 Closed
18 19
20
21 22