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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$4.32M – – –
BOS
102
Bank of Stockton
California
$4.22M -$4.37K -80 -0.1%
LA
103
Leonetti & Associates
Illinois
$4.22M -$572K -10,484 -12%
BFG
104
Barber Financial Group
Kansas
$4.03M +$4.03M +73,908 New
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$3.95M -$48.7K -892 -1%
Creative Planning
106
Creative Planning
Kansas
$3.92M +$559K +10,244 +17%
TRCT
107
Tower Research Capital (TRC)
New York
$3.85M +$3.03M +55,468 +368%
AMG
108
Asset Management Group
Connecticut
$3.78M -$6.99K -128 -0.2%
EDRIA
109
Edmonds Duncan Registered Investment Advisors
Kansas
$3.71M +$141K +2,580 +4%
MGIA
110
Moneta Group Investment Advisors
Missouri
$3.71M +$7.42K +136 +0.2%
Mariner
111
Mariner
Kansas
$3.63M +$311K +5,692 +9%
William Blair & Company
112
William Blair & Company
Illinois
$3.55M -$72.3K -1,324 -2%
SWP
113
Stratos Wealth Partners
Ohio
$3.53M +$1.09M +19,932 +45%
IWA
114
Inspirion Wealth Advisors
Illinois
$3.43M +$218K +4,000 +7%
CWM
115
Capital Wealth Management
Rhode Island
$3.39M -$89.1K -1,632 -3%
BAM
116
Barrett Asset Management
New York
$3.31M -$9.17K -168 -0.3%
HFS
117
HL Financial Services
Kentucky
$3.21M +$3.21M +58,800 New
First Trust Advisors
118
First Trust Advisors
Illinois
$2.86M +$136K +2,488 +5%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$2.82M -$769K -14,088 -21%
SNT
120
Security National Trust
West Virginia
$2.82M +$30.6K +560 +1%
NFG
121
NewFocus Financial Group
Washington
$2.77M -$107K -1,952 -4%
NCM
122
Neumann Capital Management
California
$2.71M – – –
VFA
123
Voya Financial Advisors
Connecticut
$2.7M -$1.4M -25,948 -34%
GFPC
124
Global Financial Private Capital
Florida
$2.67M +$248K +4,552 +10%
BMCM
125
Bryn Mawr Capital Management
Pennsylvania
$2.59M -$1.11M -20,404 -30%
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