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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 %
MMHP
551
Murphy Middleton Hinkle & Parker
Georgia
– -$231K -3,968 Closed
BL
552
BFSG LLC
California
– -$231K -3,960 Closed
CWM
553
Calamos Wealth Management
Illinois
– -$228K -3,912 Closed
LW
554
Linscomb Wealth
Texas
– -$226K -3,888 Closed
PSUF
555
People's United Financial
Connecticut
– -$218K -3,748 Closed
SCM
556
Sterling Capital Management
North Carolina
– -$215K -3,700 Closed
DC
557
Davenport & Co
Virginia
– -$213K -3,664 Closed
BJL
558
Brighton Jones LLC
Washington
– -$212K -3,644 Closed
AP
559
Appleton Partners
Massachusetts
– -$206K -3,540 Closed
SMC
560
Smith, Moore & Co
Missouri
– -$204K -3,496 Closed
SAM
561
Summit Asset Management
Tennessee
– -$203K -3,488 Closed
BFM
562
Boston Financial Management
Massachusetts
– -$203K -3,488 Closed
DBRC
563
D.B. Root & Company
Pennsylvania
– -$202K -3,464 Closed
BCA
564
Bay Colony Advisors
Massachusetts
– -$202K -3,464 Closed
VA
565
Valmark Advisers
Ohio
– -$201K -3,456 Closed
TNB
566
Thomasville National Bank
Georgia
– -$201K -3,452 Closed
BA
567
BKS Advisors
Michigan
– -$200K -3,440 Closed
SCM
568
Southport Capital Management
Tennessee
– -$175K -3,000 Closed
MCM
569
Mainstay Capital Management
Michigan
– -$166K -2,840 Closed
LA
570
Legacy Advisors
Pennsylvania
– -$156K -2,672 Closed
KF
571
Krilogy Financial
Missouri
– -$136K -2,328 Closed
SFM
572
Signet Financial Management
New Jersey
– -$122K -2,100 Closed
ECM
573
Exchange Capital Management
Michigan
– -$113K -1,932 Closed
GP
574
Girard Partners
Pennsylvania
– -$77K -1,328 Closed
MYIA
575
Mount Yale Investment Advisors
Colorado
– -$62K -1,144 Closed
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