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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 %
MOS
501
MGO One Seven
Ohio
$9K +$9K +192 New
TC
502
Trust Company
Kansas
$8K – – –
KPW
503
Kore Private Wealth
New York
$8K +$8K +172 New
FPS
504
Fieldpoint Private Securities
Connecticut
$7K +$7K +140 New
LDFR
505
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7K +140 New
BWL
506
Bogart Wealth LLC
Virginia
$7K +$7K +148 New
AIM
507
Anchor Investment Management
South Carolina
$6.69K – – –
LFA
508
Legacy Financial Advisors
Kentucky
$5K – – –
CWM
509
Catamount Wealth Management
Connecticut
$5K – – –
GTAM
510
Global Trust Asset Management
Florida
$5K – – –
PWM
511
PRW Wealth Management
Massachusetts
$5K +$5K +104 New
WCM
512
WealthBridge Capital Management
Ohio
$5K +$5K +112 New
RIA
513
RPG Investment Advisory
California
$4K – – –
LWA
514
Lowe Wealth Advisors
Maryland
$4K +$3.79K +72 +1,800%
FCA
515
FinTrust Capital Advisors
South Carolina
$4K +$4K +80 New
AIC
516
Archer Investment Corporation
Indiana
$4K +$4K +88 New
SWP
517
Strategic Wealth Partners
Ohio
$3K – – –
HI
518
Hudock Inc
Pennsylvania
$2K – – –
UB
519
UMB Bank
Missouri
$1.92K -$44 -924 -2%
GT
520
Glenmede Trust
Pennsylvania
$1.02K +$1.02K +21,340 New
FCAS
521
First Command Advisory Services
Texas
$1K -$41.4M -993,728 -100%
CF
522
Centaurus Financial
California
$1 +$1 +396 +9,900%
EFS
523
Edelman Financial Services
Virginia
– -$119M -2,036,896 Closed
IA
524
IFG Advisory
Georgia
– -$7.13M -196,468 Closed
DWA
525
Dorsey Wright & Associates
California
– -$4.92M -84,492 Closed
19 20
21
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