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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 %
UB
126
UMB Bank
Missouri
$1.9M +$202K +4,432 +12%
SWP
127
Stratos Wealth Partners
Ohio
$1.86M +$45.4K +996 +3%
SRSA
128
S.R. Schill & Associates
Washington
$1.85M +$598K +13,132 +48%
HFS
129
HL Financial Services
Kentucky
$1.81M +$54.1K +1,188 +3%
CA
130
Clearstead Advisors
Ohio
$1.75M +$1.75M +38,484 New
PTC
131
Private Trust Company
Ohio
$1.74M +$3.28K +72 +0.2%
SNT
132
Security National Trust
West Virginia
$1.74M +$73.8K +1,620 +4%
CCM
133
CWH Capital Management
Washington
$1.71M +$639K +14,020 +60%
AB
134
Atlas Brown
Kentucky
$1.65M – – –
CS
135
Credit Suisse
Switzerland
$1.63M +$1.63M +35,720 New
TPWA
136
TRUE Private Wealth Advisors
Oregon
$1.61M +$153K +3,300 +10%
TRCT
137
Tower Research Capital (TRC)
New York
$1.6M +$1.6M +35,016 New
IB
138
Intrust Bank
Kansas
$1.51M -$71.8K -1,576 -5%
DP
139
Dearborn Partners
Illinois
$1.5M -$5.47K -120 -0.4%
PWS
140
Paragon Wealth Strategies
Florida
$1.45M +$1.45M +31,812 New
SWM
141
Segment Wealth Management
Texas
$1.44M – – –
DIA
142
Dana Investment Advisors
Wisconsin
$1.39M +$211K +4,632 +18%
MWM
143
Merriman Wealth Management
Washington
$1.38M +$1.38M +30,300 New
BIM
144
BlackRock Investment Management
Delaware
$1.38M +$735K +16,132 +114%
SB
145
Suntrust Banks
Georgia
$1.35M +$276K +6,076 +26%
SAM
146
Sequent Asset Management
Texas
$1.34M – – –
FNBT
147
FineMark National Bank & Trust
Florida
$1.28M +$58.1K +1,276 +5%
Mariner
148
Mariner
Kansas
$1.27M +$349K +7,656 +38%
CW
149
Cobiz Wealth
Colorado
$1.26M -$27.3K -600 -2%
CPA
150
Capital Planning Advisors
California
$1.25M -$26.4K -580 -2%
4 5
6
7 8