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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
101
Associated Banc-Corp
Wisconsin
$3.47M +$1.49M +31,072 +75%
MGIA
102
Moneta Group Investment Advisors
Missouri
$3.42M -$89.3K -1,868 -3%
FAAS
103
First Allied Advisory Services
California
$3.37M -$555K -11,580 -14%
HFS
104
HL Financial Services
Kentucky
$3.3M +$396K +8,276 +14%
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$3.23M +$46.1K +964 +1%
Lido Advisors
106
Lido Advisors
California
$3.2M +$450K +9,416 +16%
BTS
107
BB&T Securities
Virginia
$3.2M +$55.3K +1,156 +2%
UR
108
USCA RIA
Texas
$3.17M -$1.58M -32,980 -33%
AMG
109
Asset Management Group
Connecticut
$3.17M -$45.7K -956 -1%
GPA
110
Guidance Point Advisors
Massachusetts
$3.06M +$3.06M +63,980 New
MCM
111
MV Capital Management
Maryland
$3.01M -$93.5K -1,956 -3%
Creative Planning
112
Creative Planning
Kansas
$2.97M -$159K -3,336 -5%
CWM
113
Capital Wealth Management
Rhode Island
$2.88M -$11.9K -248 -0.4%
FCBT
114
First Citizens Bank & Trust
North Carolina
$2.86M +$1.63M +33,996 +131%
Citadel Advisors
115
Citadel Advisors
Florida
$2.77M +$2.77M +57,996 New
IWA
116
Inspirion Wealth Advisors
Illinois
$2.7M -$502K -10,508 -16%
BAM
117
Barrett Asset Management
New York
$2.68M -$100K -2,100 -4%
VFA
118
Voya Financial Advisors
Connecticut
$2.56M +$161K +3,412 +7%
SNT
119
Security National Trust
West Virginia
$2.46M +$22.9K +480 +0.9%
NFG
120
NewFocus Financial Group
Washington
$2.35M – – –
NCM
121
Neumann Capital Management
California
$2.33M -$95.6K -2,000 -4%
First Trust Advisors
122
First Trust Advisors
Illinois
$2.25M -$90.1K -1,884 -4%
CAM
123
Cresset Asset Management
Illinois
$2.25M +$2.25M +47,012 New
CAC
124
Certified Advisory Corp
Florida
$2.18M +$194K +4,056 +10%
HCM
125
HMS Capital Management
Tennessee
$2.17M +$446K +7,956 +26%
3 4
5
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