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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$26.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$85.9M
4
Ameriprise
4
Ameriprise
Minnesota
$14.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$47.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$37.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28K
3
Goldman Sachs
3
Goldman Sachs
New York
$147M
4
LI
4
LVZ Inc
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$3.88M +$46.5K +1,100 +1%
CA
77
Cetera Advisors
Colorado
$3.86M -$53.5K -1,264 -1%
KWMG
78
King Wealth Management Group
Florida
$3.76M -$37.8K -896 -1%
US Bancorp
79
US Bancorp
Minnesota
$3.51M +$605K +14,308 +21%
AA
80
Alesco Advisors
New York
$3.48M -$102K -2,404 -3%
CB
81
Chemical Bank
Michigan
$3.34M -$16.9K -400 -0.5%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.31M +$198K +4,692 +6%
AMG
83
Asset Management Group
Connecticut
$3.28M -$93.7K -2,216 -3%
CCT
84
Country Club Trust
Missouri
$3.22M -$311K -7,360 -9%
WA
85
Winfield Associates
Ohio
$3.11M -$391K -9,240 -11%
DBIA
86
Dumont & Blake Investment Advisors
New Jersey
$3M +$44K +1,040 +1%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$2.9M -$540K -12,768 -16%
UR
88
USCA RIA
Texas
$2.88M +$140K +3,308 +5%
Axa
89
Axa
France
$2.85M -$930K -22,000 -25%
First Trust Advisors
90
First Trust Advisors
Illinois
$2.82M +$69.8K +1,652 +3%
NFG
91
NewFocus Financial Group
Washington
$2.64M -$38.7K -916 -1%
CFB
92
Cullen/Frost Bankers
Texas
$2.58M -$7.27K -172 -0.3%
BAM
93
Barrett Asset Management
New York
$2.53M +$50.7K +1,200 +2%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$2.48M +$1.09M +25,804 +78%
MFS
95
MSI Financial Services
Massachusetts
$2.39M -$275K -6,496 -10%
MCM
96
MV Capital Management
Maryland
$2.31M +$623K +14,728 +37%
VFA
97
Voya Financial Advisors
Connecticut
$2.19M +$1.58M +38,036 +257%
SRSA
98
S.R. Schill & Associates
Washington
$2.13M -$882K -20,860 -29%
IWA
99
Inspirion Wealth Advisors
Illinois
$2.11M +$182K +4,300 +9%
HB
100
Homrich & Berg
Georgia
$2.1M -$48K -1,136 -2%
2 3
4
5 6