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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
101
Inspirion Wealth Advisors
Illinois
$3.9M – – –
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$3.88M -$147K -2,528 -4%
BTS
103
BB&T Securities
Virginia
$3.83M +$2.02M +34,632 +111%
Creative Planning
104
Creative Planning
Kansas
$3.81M -$86K -1,476 -2%
MCM
105
MV Capital Management
Maryland
$3.78M -$928K -15,936 -20%
HFS
106
HL Financial Services
Kentucky
$3.54M +$126K +2,160 +4%
CWM
107
Capital Wealth Management
Rhode Island
$3.52M -$54K -928 -2%
BAM
108
Barrett Asset Management
New York
$3.39M +$16.3K +280 +0.5%
Lido Advisors
109
Lido Advisors
California
$3.36M +$157K +2,688 +5%
GFPC
110
Global Financial Private Capital
Florida
$3.04M -$285K -4,896 -9%
SNT
111
Security National Trust
West Virginia
$2.97M +$33.8K +580 +1%
NCM
112
Neumann Capital Management
California
$2.95M +$29.1K +500 +1%
VFA
113
Voya Financial Advisors
Connecticut
$2.95M -$99.8K -1,716 -3%
FTS
114
Fifth Third Securities
Ohio
$2.92M +$2.92M +50,076 New
NFG
115
NewFocus Financial Group
Washington
$2.86M -$61.5K -1,056 -2%
First Trust Advisors
116
First Trust Advisors
Illinois
$2.85M -$99K -1,700 -3%
FC
117
Fulcrum Capital
Washington
$2.74M +$1.46M +25,000 +114%
BWA
118
BDO Wealth Advisors
Florida
$2.71M +$208K +3,576 +8%
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$2.68M -$25.9K -444 -1%
SC
120
Slow Capital
California
$2.59M -$82.9K -1,424 -3%
TPWA
121
TRUE Private Wealth Advisors
Oregon
$2.56M +$338K +5,788 +15%
UWPG
122
Ullmann Wealth Partners Group
Florida
$2.51M -$45.9K -788 -2%
SCM
123
SOL Capital Management
Maryland
$2.43M +$501K +8,600 +26%
CAC
124
Certified Advisory Corp
Florida
$2.42M +$143K +2,460 +6%
ABC
125
Associated Banc-Corp
Wisconsin
$2.42M +$253K +4,340 +12%
3 4
5
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