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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 %
IFS
51
Ifrah Financial Services
Arkansas
$10.4M +$2.58M +53,932 +33%
CAG
52
Csenge Advisory Group
Florida
$9.32M +$1.06M +22,128 +13%
Jane Street
53
Jane Street
New York
$9.24M +$5.93M +123,984 +179%
CA
54
Centerpoint Advisors
Massachusetts
$9.13M -$3.8M -79,456 -29%
FHB
55
First Hawaiian Bank
Hawaii
$9.12M -$348K -7,288 -4%
SPC
56
Sigma Planning Corp
Michigan
$9.06M -$755K -15,796 -8%
CFB
57
Cullen/Frost Bankers
Texas
$8.83M +$5.1M +106,752 +137%
CIM
58
Confluence Investment Management
Missouri
$8.53M +$2.59M +54,132 +44%
BFM
59
Broadview Financial Management
Wisconsin
$8.51M +$683K +14,280 +9%
DPIM
60
Duff & Phelps Investment Management
Illinois
$8.25M – – –
AG
61
Advisor Group
Arizona
$8.09M -$272K -5,684 -3%
Axa
62
Axa
France
$8.04M +$841K +17,600 +12%
QCM
63
Quest Capital Management
Texas
$7.73M +$7.73M +161,616 New
GIA
64
GHP Investment Advisors
Colorado
$7.63M -$30.4K -636 -0.4%
MML Investors Services
65
MML Investors Services
Massachusetts
$7.48M -$1.18M -24,684 -14%
HighTower Advisors
66
HighTower Advisors
Illinois
$7.24M -$439K -9,160 -6%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$7.23M -$4.98M -104,236 -41%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$7.13M -$6.88K -144 -0.1%
CAM
69
Congress Asset Management
Massachusetts
$6.98M +$6.98M +146,020 New
GIM
70
Goelzer Investment Management
Indiana
$6.93M +$1.29M +26,944 +23%
LMIM
71
Lockheed Martin Investment Management
Maryland
$6.89M -$3.46M -72,400 -33%
TA
72
Tiedemann Advisors
New York
$6.75M +$6.75M +141,224 New
MA
73
MUFG Americas
New York
$6.65M -$106K -2,220 -2%
HNB
74
Huntington National Bank
Ohio
$6.32M -$6.55M – –
SIA
75
Starfire Investment Advisers
Michigan
$5.97M +$505K +10,556 +9%
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