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

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.26B
2
RJA
2
Raymond James & Associates
Florida
$55.4M
3
VanEck Associates
3
VanEck Associates
New York
$19.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$292M
5
UBS Group
5
UBS Group
Switzerland
$94.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
2
CIM
2
Confluence Investment Management
Missouri
$5.63M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$10.3M
4
LPL Financial
4
LPL Financial
California
$31.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
NewFocus Financial Group
Washington
$2.7M -$26.2K -600 -1%
First Trust Advisors
102
First Trust Advisors
Illinois
$2.67M -$246K -5,636 -8%
CFB
103
Cullen/Frost Bankers
Texas
$2.56M -$111K -2,548 -4%
ASN
104
Advisory Services Network
Georgia
$2.39M +$1.82M +41,608 +315%
IWA
105
Inspirion Wealth Advisors
Illinois
$2.24M +$52.4K +1,200 +2%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.22M +$2.22M +50,772 New
IA
107
IFP Advisors
Florida
$2.22M +$50.3K +1,152 +2%
MFS
108
MSI Financial Services
Massachusetts
$2.17M -$291K -6,664 -12%
HB
109
Homrich & Berg
Georgia
$2.13M -$36.2K -828 -2%
Creative Planning
110
Creative Planning
Kansas
$2M +$88.2K +2,020 +5%
HNB
111
Huntington National Bank
Ohio
$1.97M -$1.79M – –
NCM
112
Neumann Capital Management
California
$1.96M -$7.87K -180 -0.4%
PWM
113
Perigon Wealth Management
California
$1.85M +$176K +4,028 +11%
NAM
114
NTV Asset Management
West Virginia
$1.83M +$175 +4 +0%
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$1.81M +$26.9K +616 +2%
AI
116
Atria Investments
North Carolina
$1.81M +$1.81M +41,368 New
Citigroup
117
Citigroup
New York
$1.77M +$635K +14,552 +56%
SWP
118
Stratos Wealth Partners
Ohio
$1.74M +$319K +7,308 +22%
MCM
119
MV Capital Management
Maryland
$1.73M -$657K -15,048 -28%
HFS
120
HL Financial Services
Kentucky
$1.68M -$136K -3,104 -7%
PTC
121
Private Trust Company
Ohio
$1.66M +$11.9K +272 +0.7%
AB
122
Atlas Brown
Kentucky
$1.65M -$27.3K -624 -2%
UB
123
UMB Bank
Missouri
$1.62M -$98.4K -2,252 -6%
SNT
124
Security National Trust
West Virginia
$1.59M -$25.3K -580 -2%
BOS
125
Bank of Stockton
California
$1.58M +$1.58M +36,240 New
3 4
5
6 7