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iShares S&P Mid-Cap 400 Growth ETF

466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+52
Holders Change %
+12.56%
% of All Funds
10.58%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
84
Increased
120
Reduced
159
Closed
28
Calls
$7.25M
Puts
$1.86M
Net Calls
+$5.4M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Shares
Change %
HB
126
Homrich & Berg
Georgia
$2.12M -$114K -2,120 -5%
CCM
127
CWH Capital Management
Washington
$2.09M +$44.2K +820 +2%
TPWA
128
TRUE Private Wealth Advisors
Oregon
$2.07M -$98K -1,816 -5%
SRSA
129
S.R. Schill & Associates
Washington
$2.04M -$4.1K -76 -0.2%
CA
130
Clearstead Advisors
Ohio
$2.03M +$66.3K +1,228 +3%
BTS
131
BB&T Securities
Virginia
$1.99M -$67.3K -1,248 -3%
Lido Advisors
132
Lido Advisors
California
$1.98M +$268K +4,960 +16%
SCM
133
Stordahl Capital Management
Colorado
$1.96M +$1.96M +36,372 New
HCM
134
Hudson Capital Management
New Jersey
$1.96M +$1.96M +36,324 New
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.94M +$1.61M +29,848 +490%
FTS
136
Fifth Third Securities
Ohio
$1.94M +$72.5K +1,344 +4%
KCM
137
Kendall Capital Management
Maryland
$1.91M +$1.91M +35,328 New
APP
138
Avantax Planning Partners
Iowa
$1.88M -$1.11M -20,564 -37%
HCM
139
HMS Capital Management
Tennessee
$1.83M +$1.58M +29,344 +640%
SC
140
Slow Capital
California
$1.83M +$1.83M +33,920 New
AB
141
Atlas Brown
Kentucky
$1.79M -$196K -3,424 -10%
PTC
142
Private Trust Company
Ohio
$1.78M -$36.7K -680 -2%
DIA
143
Dana Investment Advisors
Wisconsin
$1.77M -$126K -2,336 -7%
ABC
144
Associated Banc-Corp
Wisconsin
$1.75M +$15.1K +280 +0.9%
SWM
145
Segment Wealth Management
Texas
$1.71M
MCM
146
Makena Capital Management
California
$1.68M -$1.47M -27,212 -47%
DP
147
Dearborn Partners
Illinois
$1.61M -$48.6K -900 -3%
IB
148
Intrust Bank
Kansas
$1.58M -$452K -8,372 -22%
Axa
149
Axa
France
$1.57M
AA
150
Alesco Advisors
New York
$1.56M