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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 %
NNP
126
Nachman Norwood & Parrott
South Carolina
$2.16M +$2.16M +45,068 New
SC
127
Slow Capital
California
$2.15M +$26.4K +552 +1%
FC
128
Fulcrum Capital
Washington
$2.13M -$123K -2,568 -5%
SB
129
Suntrust Banks
Georgia
$2.1M +$915K +19,140 +78%
BWA
130
BDO Wealth Advisors
Florida
$2.09M -$137K -2,864 -6%
GFPC
131
Global Financial Private Capital
Florida
$2.02M -$474K -9,904 -19%
UWPG
132
Ullmann Wealth Partners Group
Florida
$2.02M -$37.7K -788 -2%
MIAN
133
Mariner Independent Advisor Network
Kansas
$1.99M +$1.99M +40,032 New
NAM
134
NTV Asset Management
West Virginia
$1.91M -$4.21K -88 -0.2%
BMCM
135
Bryn Mawr Capital Management
Pennsylvania
$1.82M -$380K -7,940 -17%
FPGK
136
Financial Partners Group (Kansas)
Kansas
$1.8M -$2.08M -43,520 -54%
SWP
137
Stratos Wealth Partners
Ohio
$1.77M -$82.1K -1,716 -4%
BlackRock
138
BlackRock
New York
$1.75M -$111K -2,324 -6%
OWA
139
Outlook Wealth Advisors
Texas
$1.74M +$1.74M +3,632 New
EWA
140
EP Wealth Advisors
California
$1.72M +$1.72M +36,024 New
SCM
141
Stordahl Capital Management
Colorado
$1.64M +$5.55K +116 +0.3%
CWM
142
Cahaba Wealth Management
Georgia
$1.62M +$213K +4,456 +15%
CCM
143
CWH Capital Management
Washington
$1.62M +$29.6K +620 +2%
CCT
144
Country Club Trust
Missouri
$1.61M -$96.5K -2,020 -6%
V
145
Veritable
Delaware
$1.58M -$84.7K -1,772 -5%
HW
146
Hancock Whitney
Mississippi
$1.54M +$247K +5,176 +19%
PTC
147
Private Trust Company
Ohio
$1.53M -$7.46K -156 -0.5%
SWM
148
Segment Wealth Management
Texas
$1.52M – – –
APP
149
Avantax Planning Partners
Iowa
$1.5M -$5.74K -120 -0.4%
SEIA
150
Signature Estate & Investment Advisors
California
$1.44M +$217K +4,544 +18%
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