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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
101
NTV Asset Management
West Virginia
$1.75M – – –
FWCM
102
First Western Capital Management
California
$1.75M +$1.75M +46,172 New
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.71M +$20.8K +548 +1%
Mariner
104
Mariner
Kansas
$1.58M -$207K -5,464 -12%
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$1.55M +$50K +1,320 +3%
TAM
106
Todd Asset Management
Kentucky
$1.54M -$65.1K -1,720 -4%
DP
107
Dearborn Partners
Illinois
$1.46M – – –
PMG
108
ProVise Management Group
Florida
$1.45M +$151 +4 +0%
KWMG
109
King Wealth Management Group
Florida
$1.35M -$583K -15,412 -30%
AB
110
Atlas Brown
Kentucky
$1.3M +$1.04M +27,576 +402%
JIC
111
Johnson Investment Counsel
Ohio
$1.3M -$4.24K -112 -0.3%
CAN
112
Cetera Advisor Networks
California
$1.26M -$14K -368 -1%
CFB
113
Cullen/Frost Bankers
Texas
$1.24M -$598K -15,796 -32%
SNT
114
Security National Trust
West Virginia
$1.23M +$18.2K +480 +2%
AIG
115
American International Group
New York
$1.23M -$2.83M -74,720 -70%
VFS
116
VSR Financial Services
Kansas
$1.22M -$343K -9,052 -22%
FNBT
117
FineMark National Bank & Trust
Florida
$1.22M -$157K -4,152 -11%
CW
118
Cobiz Wealth
Colorado
$1.07M +$8.03K +212 +0.8%
William Blair & Company
119
William Blair & Company
Illinois
$1.05M +$16.7K +440 +2%
ICAS
120
Investors Capital Advisory Services
Massachusetts
$1.05M +$53.3K +1,408 +5%
Creative Planning
121
Creative Planning
Kansas
$1.04M +$41.5K +1,096 +4%
OC
122
Oppenheimer & Co
New York
$1.04M -$38.8K -1,024 -4%
JWBC
123
J.W. Burns & Co
New York
$1.01M -$5.76K -152 -0.6%
ASN
124
Advisory Services Network
Georgia
$995K +$24.8K +656 +3%
BOK
125
Bank of Kentucky
Kentucky
$993K +$94.7K +2,500 +11%
3 4
5
6 7