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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 %
SWA
476
Sutton Wealth Advisors
Florida
$22.6K – – –
CB
477
CNB Bank
Pennsylvania
$22K – – –
SIAP
478
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K -$21K -440 -50%
BFC
479
Bedel Financial Consulting
Indiana
$19K – – –
CTB
480
Country Trust Bank
Illinois
$18K – – –
PMFA
481
Plante Moran Financial Advisors
Michigan
$18K +$9K +188 +100%
CTC
482
Central Trust Company
Missouri
$17K – – –
Deutsche Bank
483
Deutsche Bank
Germany
$17K – – –
TL
484
TrueWealth LLC
Georgia
$17K – – –
FNC
485
First National Corp
Massachusetts
$17K +$17K +352 New
SFG
486
SevenBridge Financial Group
Pennsylvania
$16K – – –
SFC
487
SYM Financial Corp
Indiana
$15K +$15K +324 New
IF
488
Ironwood Financial
Arizona
$14K +$972 +20 +7%
LPC
489
Loeb Partners Corp
New York
$14K +$14K +308 New
BWM
490
BerganKDV Wealth Management
Minnesota
$13K – – –
SBL
491
Sargent Bickham Lagudis
Colorado
$13K +$13K +268 New
LPWM
492
Lake Point Wealth Management
Texas
$13K +$13K +280 New
AssetMark Inc
493
AssetMark Inc
California
$12K -$5.81K -120 -33%
LGWM
494
Litman Gregory Wealth Management
California
$12K – – –
EWM
495
Edge Wealth Management
New York
$11K – – –
KL
496
KWMG LLC
Kansas
$11K – – –
CA
497
Claro Advisors
Massachusetts
$11K +$11K +188 New
RCAG
498
Rehmann Capital Advisory Group
Michigan
$10.1K -$1.68M -35,112 -99%
ESB
499
Essex Savings Bank
Connecticut
$10K +$10K +212 New
WIM
500
Westside Investment Management
California
$9.56K +$9.56K +200 New
18 19
20
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