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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 %
FTS
526
Fifth Third Securities
Ohio
– -$2.92M -50,076 Closed
TPWA
527
TRUE Private Wealth Advisors
Oregon
– -$2.56M -43,808 Closed
FA
528
FDx Advisors
Illinois
– -$1.68M -28,896 Closed
MA
529
Mutual Advisors
Nebraska
– -$1.63M -27,928 Closed
CAS
530
Cue Advisory Services
Arizona
– -$1.14M -19,528 Closed
TRCT
531
Tower Research Capital (TRC)
New York
– -$966K -16,580 Closed
AA
532
Advisory Alpha
Michigan
– -$618K -12,092 Closed
EWF
533
Epstein & White Financial
California
– -$657K -11,432 Closed
CGT
534
Capital Guardian Trust
California
– -$614K -10,536 Closed
PFS
535
Prospera Financial Services
Texas
– -$589K -10,456 Closed
Wolverine Trading
536
Wolverine Trading
Illinois
– -$481K -8,256 Closed
AFP
537
Ausdal Financial Partners
Iowa
– -$472K -8,104 Closed
AWM
538
AE Wealth Management
Kansas
– -$411K -7,056 Closed
PC
539
Peavine Capital
Nevada
– -$344K -5,900 Closed
PCIA
540
Prime Capital Investment Advisors
Kansas
– -$333K -5,720 Closed
CIC
541
Carnegie Investment Counsel
Ohio
– -$296K -5,548 Closed
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$282K -4,836 Closed
KIA
543
KCM Investment Advisors
California
– -$262K -4,492 Closed
BIM
544
Bridges Investment Management
Nebraska
– -$245K -4,212 Closed
WSTAM
545
Wilbanks Smith & Thomas Asset Management
Virginia
– -$242K -4,156 Closed
PL
546
Plancorp LLC
Missouri
– -$242K -4,148 Closed
HTC
547
Haverford Trust Company
Pennsylvania
– -$239K -4,112 Closed
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
– -$237K -4,076 Closed
EFS
549
Essex Financial Services
Connecticut
– -$235K -4,040 Closed
EB
550
Eastern Bank
Massachusetts
– -$232K -3,984 Closed
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