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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 %
IWA
101
Inspirion Wealth Advisors
Illinois
$1.86M +$16.3K +400 +0.9%
NCM
102
Neumann Capital Management
California
$1.83M +$307K +7,540 +20%
HFS
103
HL Financial Services
Kentucky
$1.75M -$1.79M -44,092 -51%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$1.71M -$37.1K -912 -2%
CAN
105
Cetera Advisor Networks
California
$1.71M +$187K +4,600 +12%
TAM
106
Todd Asset Management
Kentucky
$1.7M -$74.8K -1,840 -4%
PTC
107
Private Trust Company
Ohio
$1.7M -$88.1K -2,168 -5%
NAM
108
NTV Asset Management
West Virginia
$1.7M -$16.4K -404 -1%
Creative Planning
109
Creative Planning
Kansas
$1.69M +$36.8K +904 +2%
UB
110
UMB Bank
Missouri
$1.65M +$553K +13,612 +50%
PMG
111
ProVise Management Group
Florida
$1.62M
MCM
112
MV Capital Management
Maryland
$1.62M -$2.83M -69,500 -64%
AIG
113
American International Group
New York
$1.6M -$2.47M -60,752 -61%
AB
114
Atlas Brown
Kentucky
$1.6M -$4.55K -112 -0.3%
SNT
115
Security National Trust
West Virginia
$1.51M +$85.4K +2,100 +6%
DP
116
Dearborn Partners
Illinois
$1.47M
IB
117
Intrust Bank
Kansas
$1.43M
SFG
118
SNS Financial Group
Minnesota
$1.43M -$3.9K -96 -0.3%
VFS
119
VSR Financial Services
Kansas
$1.4M +$2.44K +60 +0.2%
CW
120
Cobiz Wealth
Colorado
$1.39M -$33.3K -820 -2%
MGIA
121
Moneta Group Investment Advisors
Missouri
$1.39M
William Blair & Company
122
William Blair & Company
Illinois
$1.38M +$592K +14,580 +75%
AWM
123
Affinity Wealth Management
Delaware
$1.35M -$7.96M -195,828 -85%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.34M +$86.2K +2,120 +7%
SWM
125
Segment Wealth Management
Texas
$1.29M