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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 %
IA
101
IFP Advisors
Florida
$2.1M +$1.96M +46,408 +1,459%
CAN
102
Cetera Advisor Networks
California
$1.92M +$136K +3,208 +8%
NCM
103
Neumann Capital Management
California
$1.91M – – –
Creative Planning
104
Creative Planning
Kansas
$1.85M +$90.3K +2,136 +5%
HNB
105
Huntington National Bank
Ohio
$1.79M -$954K – –
NAM
106
NTV Asset Management
West Virginia
$1.77M – – –
HFS
107
HL Financial Services
Kentucky
$1.76M -$55.6K -1,316 -3%
HCMT
108
Highland Capital Management (Tennessee)
Tennessee
$1.73M -$52.6K -1,244 -3%
FA
109
FDx Advisors
Illinois
$1.69M +$1.69M +40,008 New
UB
110
UMB Bank
Missouri
$1.67M -$51.9K -1,228 -3%
AB
111
Atlas Brown
Kentucky
$1.62M -$38.7K -916 -2%
PWM
112
Perigon Wealth Management
California
$1.62M +$1.62M +38,284 New
AG
113
Advisor Group
Arizona
$1.61M +$1.61M +38,028 New
PTC
114
Private Trust Company
Ohio
$1.6M -$170K -4,020 -10%
SNT
115
Security National Trust
West Virginia
$1.57M -$4.23K -100 -0.3%
IB
116
Intrust Bank
Kansas
$1.47M -$19.6K -464 -1%
William Blair & Company
117
William Blair & Company
Illinois
$1.46M +$17.9K +424 +1%
MGIA
118
Moneta Group Investment Advisors
Missouri
$1.44M – – –
SPC
119
Sigma Planning Corp
Michigan
$1.44M -$5.08M -120,052 -78%
CW
120
Cobiz Wealth
Colorado
$1.41M -$36.7K -868 -3%
SWP
121
Stratos Wealth Partners
Ohio
$1.37M +$105K +2,484 +8%
DP
122
Dearborn Partners
Illinois
$1.35M -$186K -4,400 -12%
SWM
123
Segment Wealth Management
Texas
$1.34M – – –
NPC
124
National Planning Corporation
California
$1.28M -$2.32M -53,004 -64%
DIA
125
Dana Investment Advisors
Wisconsin
$1.28M -$39.1K -924 -3%
3 4
5
6 7