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

344 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+9
Holders Change %
+2.69%
% of All Funds
9.03%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.6%
New
38
Increased
114
Reduced
121
Closed
27
Calls
$3.94M
Puts
$5.84M
Net Calls
-$1.9M
Net Calls Change
-$3.63M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.06B
2
LPL Financial
2
LPL Financial
California
$112M
3
Bank of America
3
Bank of America
North Carolina
$122M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$79.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$142M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
FIM
4
Freedom Investment Management
Connecticut
$505K
5
NPC
5
National Planning Corporation
California
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
126
Dearborn Partners
Illinois
$1.46M -$129K -3,200 -8%
AB
127
Atlas Brown
Kentucky
$1.45M +$44.4K +1,204 +3%
CG
128
Colony Group
Massachusetts
$1.43M +$528K +13,136 +59%
SFG
129
SNS Financial Group
Minnesota
$1.42M +$50.4K +1,252 +4%
IB
130
Intrust Bank
Kansas
$1.42M -$176K -4,364 -11%
CW
131
Cobiz Wealth
Colorado
$1.41M +$97.2K +2,416 +7%
SNT
132
Security National Trust
West Virginia
$1.41M +$32.2K +800 +2%
VFS
133
VSR Financial Services
Kansas
$1.38M -$1.25M -31,084 -48%
MGIA
134
Moneta Group Investment Advisors
Missouri
$1.37M – – –
SWP
135
Stratos Wealth Partners
Ohio
$1.36M +$66K +1,640 +5%
Citigroup
136
Citigroup
New York
$1.35M -$448K -11,144 -25%
FWCM
137
First Western Capital Management
California
$1.31M +$284K +7,072 +28%
CAS
138
Cue Advisory Services
Arizona
$1.29M +$133K +3,308 +12%
MWM
139
MinichMacGregor Wealth Management
New York
$1.28M +$1.28M +29,872 New
SWM
140
Segment Wealth Management
Texas
$1.28M – – –
QCMC
141
Quantum Capital Management (California)
California
$1.24M -$231K -5,748 -16%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.24M +$61K +1,516 +5%
CPA
143
Capital Planning Advisors
California
$1.23M +$85.3K +2,120 +7%
AIA
144
Allegis Investment Advisors
Idaho
$1.23M +$1.23M +30,476 New
PWM
145
Perigon Wealth Management
California
$1.23M -$340K -8,448 -22%
SAM
146
Sequent Asset Management
Texas
$1.19M -$796K -19,772 -40%
FNBT
147
FineMark National Bank & Trust
Florida
$1.15M -$35.1K -872 -3%
OC
148
Oppenheimer & Co
New York
$1.11M -$8.21K -204 -0.7%
UB
149
UMB Bank
Missouri
$1.09M +$1.09M +27,036 New
CCM
150
CWH Capital Management
Washington
$1.07M -$72.2K -1,796 -6%
4 5
6
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