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

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.49%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M

Top Buyers

1
SCM
1
Sandler Capital Management
New York
$25.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$319M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$31M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.25B
2
VanEck Associates
2
VanEck Associates
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.43M
5
Goldman Sachs
5
Goldman Sachs
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$2.93M +$62.9K +1,380 +2%
IA
102
IFP Advisors
Florida
$2.92M +$605K +13,288 +26%
BMCM
103
Bryn Mawr Capital Management
Pennsylvania
$2.9M +$2.9M +63,756 New
AG
104
Advisor Group
Arizona
$2.85M -$815K -17,892 -22%
NFG
105
NewFocus Financial Group
Washington
$2.81M -$14.8K -324 -0.5%
First Trust Advisors
106
First Trust Advisors
Illinois
$2.77M -$12.9K -284 -0.5%
HNB
107
Huntington National Bank
Ohio
$2.75M -$1.97M – –
Bank of New York Mellon
108
Bank of New York Mellon
New York
$2.72M -$264K -5,796 -9%
AA
109
Alesco Advisors
New York
$2.7M -$760K -16,680 -22%
IWA
110
Inspirion Wealth Advisors
Illinois
$2.52M +$183K +4,020 +8%
SPC
111
Sigma Planning Corp
Michigan
$2.46M -$1.47M -32,184 -37%
UR
112
USCA RIA
Texas
$2.38M -$668K -14,660 -22%
MFS
113
MSI Financial Services
Massachusetts
$2.37M +$105K +2,304 +5%
HCM
114
HMS Capital Management
Tennessee
$2.37M -$1.09M -23,824 -31%
FA
115
FDx Advisors
Illinois
$2.36M -$586K -12,864 -20%
SG Americas Securities
116
SG Americas Securities
New York
$2.29M -$1.07M -23,504 -32%
PWM
117
Perigon Wealth Management
California
$2.28M +$242K +5,024 +12%
HB
118
Homrich & Berg
Georgia
$2.25M +$24.6K +540 +1%
MCM
119
MV Capital Management
Maryland
$2.22M +$418K +9,180 +23%
NCM
120
Neumann Capital Management
California
$2.18M +$133K +2,920 +7%
CAN
121
Cetera Advisor Networks
California
$2.15M -$1.8M -39,480 -46%
Creative Planning
122
Creative Planning
Kansas
$2.12M +$33.9K +744 +2%
HCMT
123
Highland Capital Management (Tennessee)
Tennessee
$1.96M +$71.4K +1,568 +4%
NAM
124
NTV Asset Management
West Virginia
$1.91M – – –
Citigroup
125
Citigroup
New York
$1.9M +$51.4K +1,128 +3%
3 4
5
6 7