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iShares S&P Mid-Cap 400 Growth ETF

492 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
11.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.73%
New
42
Increased
154
Reduced
160
Closed
26
Calls
$4.56M
Puts
$2.43M
Net Calls
+$2.14M
Net Calls Change
+$618K
Name Holding Trade Value Shares
Change
Shares
Change %
KTM
126
Keeler Thomas Management
Utah
$2.68M +$2.68M +88,956 New
LFAS
127
Level Four Advisory Services
Texas
$2.65M -$4.25M -75,688 -62%
BMCM
128
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$54.2K -964 -2%
SC
129
Slow Capital
California
$2.58M +$73.1K +1,300 +3%
FHC
130
First Heartland Consultants
Missouri
$2.47M -$2.44M -43,456 -50%
UWPG
131
Ullmann Wealth Partners Group
Florida
$2.47M -$52.6K -936 -2%
BWA
132
BDO Wealth Advisors
Florida
$2.41M +$224K +3,988 +10%
KCM
133
Kendall Capital Management
Maryland
$2.4M +$95.1K +1,692 +4%
BlackRock
134
BlackRock
New York
$2.4M -$194K -3,456 -7%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$2.37M -$535K -9,520 -18%
NAM
136
NTV Asset Management
West Virginia
$2.35M
UB
137
UMB Bank
Missouri
$2.25M +$88.3K +1,572 +4%
SI
138
Stephens Inc
Arkansas
$2.2M +$21.8K +388 +1%
CAC
139
Certified Advisory Corp
Florida
$2.2M +$678K +12,064 +45%
TPWA
140
TRUE Private Wealth Advisors
Oregon
$2.14M +$22.8K +404 +1%
ABC
141
Associated Banc-Corp
Wisconsin
$2.09M +$226K +4,024 +12%
SRSA
142
S.R. Schill & Associates
Washington
$2.09M -$25.4K -452 -1%
HB
143
Homrich & Berg
Georgia
$2.05M -$42.7K -760 -2%
MGIA
144
Matthew Goff Investment Advisor
Texas
$2.02M +$1.88M +68,160 +1,286%
CCT
145
Country Club Trust
Missouri
$2.01M -$45K -800 -2%
CWM
146
Cornerstone Wealth Management
Missouri
$2M +$1.99M +1,791,704 +22,486%
SCM
147
Stordahl Capital Management
Colorado
$1.99M -$20.5K -364 -1%
V
148
Veritable
Delaware
$1.96M +$1.26M +22,480 +182%
MHS
149
M Holdings Securities
Oregon
$1.91M +$540K +9,616 +39%
PTC
150
Private Trust Company
Ohio
$1.89M +$78K +1,388 +4%