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

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$139M
2
Wells Fargo
2
Wells Fargo
California
$847M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$14.7M
4
WT
4
Wilmington Trust
Delaware
$11.7M
5
EFS
5
Edelman Financial Services
Virginia
$54.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$254M
2
LPL Financial
2
LPL Financial
California
$29.9M
3
CS
3
Credit Suisse
Switzerland
$886K
4
Bank of America
4
Bank of America
North Carolina
$82.8M
5
DS
5
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
76
Timber Hill
Connecticut
$3.4M +$3.4M +88,856 New
LPT
77
Legacy Private Trust
Wisconsin
$3.37M – – –
LA
78
Leonetti & Associates
Illinois
$3.36M -$64.5K -1,688 -2%
UCFA
79
United Capital Financial Advisors
Texas
$3.35M +$146K +3,820 +5%
HFS
80
HL Financial Services
Kentucky
$3.29M -$107K -2,788 -3%
WA
81
Winfield Associates
Ohio
$3.21M -$174K -4,560 -5%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$3.2M +$119K +3,108 +4%
FAAS
83
First Allied Advisory Services
California
$3.15M +$17.2K +448 +0.5%
PAI
84
Pittenger & Anderson Inc
Nebraska
$3.13M -$49.7K -1,300 -2%
AMG
85
Asset Management Group
Connecticut
$3.13M +$70K +1,832 +2%
HB
86
Homrich & Berg
Georgia
$3.05M +$2.56M +66,988 +520%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.91M +$104K +2,720 +4%
TAM
88
Todd Asset Management
Kentucky
$2.76M -$177K -4,640 -6%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.56M -$455K -11,892 -15%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$2.56M +$425K +11,112 +20%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.51M +$234K +6,132 +10%
TPSF
92
Texas Permanent School Fund
Texas
$2.4M – – –
QCMC
93
Quantum Capital Management (California)
California
$2.39M +$11.3K +296 +0.5%
CCT
94
Country Club Trust
Missouri
$2.34M -$16.8K -440 -0.7%
Citigroup
95
Citigroup
New York
$2.33M +$815K +21,312 +54%
GIM
96
Goelzer Investment Management
Indiana
$2.31M +$79.8K +2,088 +4%
CCM
97
CWH Capital Management
Washington
$2.25M +$422K +11,036 +23%
SG Americas Securities
98
SG Americas Securities
New York
$2.24M -$2.07M -54,156 -48%
PMG
99
ProVise Management Group
Florida
$2.22M +$442K +11,552 +25%
ECM
100
Exchange Capital Management
Michigan
$2.1M +$26.3K +688 +1%
2 3
4
5 6