IJK icon

iShares S&P Mid-Cap 400 Growth ETF

333 hedge funds and large institutions have $2.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-11
Holders Change %
-3.2%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
25
Increased
98
Reduced
135
Closed
34
Calls
$7.05M
Puts
$6.05M
Net Calls
+$998K
Net Calls Change
+$2.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$3.76M +$103K +2,524 +3%
PAG
77
Private Advisor Group
New Jersey
$3.75M -$1.19M -28,216 -24%
AIP
78
Ameritas Investment Partners
Nebraska
$3.68M +$18.1K +444 +0.5%
KWMG
79
King Wealth Management Group
Florida
$3.66M +$15.3K +376 +0.4%
Axa
80
Axa
France
$3.64M -$5.8M -142,560 -61%
AA
81
Alesco Advisors
New York
$3.44M -$127K -3,120 -4%
CCT
82
Country Club Trust
Missouri
$3.4M +$54K +1,328 +2%
NPC
83
National Planning Corporation
California
$3.37M -$1.02M -24,944 -23%
WA
84
Winfield Associates
Ohio
$3.36M -$187K -4,600 -5%
FPFS
85
First Personal Financial Services
North Carolina
$3.31M +$196K +4,824 +6%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$3.31M -$1.15M -28,340 -26%
AMG
87
Asset Management Group
Connecticut
$3.25M -$10.4K -256 -0.3%
CB
88
Chemical Bank
Michigan
$3.22M -$61.6K -1,516 -2%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$3M -$6.76M -166,164 -69%
SRSA
90
S.R. Schill & Associates
Washington
$2.9M -$399K -9,812 -12%
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$2.85M -$60.2K -1,480 -2%
US Bancorp
92
US Bancorp
Minnesota
$2.8M +$5.69K +140 +0.2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$2.75M -$1.45M -35,720 -35%
First Trust Advisors
94
First Trust Advisors
Illinois
$2.65M -$178K -4,380 -6%
UR
95
USCA RIA
Texas
$2.63M +$2.38M +58,560 +948%
NFG
96
NewFocus Financial Group
Washington
$2.58M -$15.1K -372 -0.6%
MFS
97
MSI Financial Services
Massachusetts
$2.56M -$1.82M -44,776 -42%
CFB
98
Cullen/Frost Bankers
Texas
$2.49M +$451K +11,088 +22%
BAM
99
Barrett Asset Management
New York
$2.38M +$26.8K +660 +1%
HB
100
Homrich & Berg
Georgia
$2.07M -$217K -5,344 -10%