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

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$25.2M
2
SCM
Sandler Capital Management
New York
+$13.6M
3
CS
Credit Suisse
Switzerland
+$8.82M
4
PSUF
People's United Financial
Connecticut
+$5.39M
5
UBS Group
UBS Group
Switzerland
+$5.23M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$34.7M
2
TYCC
Texas Yale Capital Corp
Florida
-$13.3M
3
HNB
Huntington National Bank
Ohio
-$6.25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.62M
5
RJA
Raymond James & Associates
Florida
-$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
526
Archer Investment Corporation
Indiana
$5K – – –
RIA
527
RPG Investment Advisory
California
$5K – – –
LWA
528
Lowe Wealth Advisors
Maryland
$4K – – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$3K -$33K -616 -92%
HI
530
Hudock Inc
Pennsylvania
$3K – – –
MWM
531
Meridian Wealth Management
Kentucky
$2.8K +$7 +12 +0.2%
UB
532
UMB Bank
Missouri
$2.32K +$66 +1,168 +3%
MCM
533
McMillion Capital Management
North Carolina
$2K +$2K +28 New
IWA
534
IBEX Wealth Advisors
New Jersey
$2K +$2K +44 New
GT
535
Glenmede Trust
Pennsylvania
$1.18K +$14 +244 +1%
PC
536
Permanens Capital
New York
$1K +$1K +12 New
KCPG
537
Kavar Capital Partners Group
Kansas
$1K +$1K +24 New
BRWM
538
B. Riley Wealth Management
Tennessee
$283 +$13 +224 +5%
WIM
539
Westside Investment Management
California
$11 +$11 +200 New
TRCT
540
Tower Research Capital (TRC)
New York
– -$3.8M -69,404 Closed
GFPC
541
Global Financial Private Capital
Florida
– -$2.28M -41,540 Closed
SS
542
Simplicity Solutions
Minnesota
– -$1.96M -35,704 Closed
SWM
543
Strategic Wealth Management
Washington
– -$1.49M -27,256 Closed
RhumbLine Advisers
544
RhumbLine Advisers
Massachusetts
– -$504K -9,204 Closed
Cetera Investment Advisers
545
Cetera Investment Advisers
Illinois
– -$404K -7,332 Closed
TFS
546
Thoroughbred Financial Services
Tennessee
– -$367K -6,696 Closed
SHWM
547
Smith & Howard Wealth Management
Georgia
– -$362K -6,604 Closed
PWS
548
Paragon Wealth Strategies
Florida
– -$361K -6,600 Closed
SEI Investments
549
SEI Investments
Pennsylvania
– -$310K -5,660 Closed
FEM
550
Fulcrum Equity Management
Texas
– -$271K -4,948 Closed
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