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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
RJFSA
Raymond James Financial Services Advisors
Florida
$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$85.9M
4
Ameriprise
Ameriprise
Minnesota
$14.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$37.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$28K
3
Goldman Sachs
Goldman Sachs
New York
$147M
4
LI
LVZ Inc
Michigan
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
151
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$808K -$815K – –
SI
152
Stephens Inc
Arkansas
$791K -$7.28K -172 -0.9%
CAS
153
Cue Advisory Services
Arizona
$789K -$12.7K -300 -2%
TIA
154
Tiemann Investment Advisors
California
$772K +$28.7K +680 +4%
PFG
155
Pacific Financial Group
Washington
$769K +$769K +18,188 New
TI
156
Truepoint Inc
Ohio
$709K -$25.4K -600 -3%
FTIOP
157
Fiduciary Trust International of Pennsylvania
Pennsylvania
$708K – – –
RIA
158
Regal Investment Advisors
Michigan
$707K +$172K +4,068 +32%
CCA
159
Clearwater Capital Advisors
Illinois
$703K +$703K +16,648 New
OC
160
Oppenheimer & Co
New York
$700K +$45.5K +1,076 +7%
PWAP
161
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$696K -$50.7K -1,200 -7%
GT
162
Glenmede Trust
Pennsylvania
$689K – – –
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$681K -$328K -7,764 -33%
CFA
164
Carroll Financial Associates
North Carolina
$675K +$50.4K +1,192 +8%
TW
165
Transform Wealth
Colorado
$674K +$674K +15,952 New
SG
166
Somerset Group
Minnesota
$673K -$30.8K -728 -4%
RJT
167
Raymond James Trust
Florida
$673K – – –
CB
168
Commerce Bank
Missouri
$669K +$30.3K +716 +5%
ECM
169
Exchange Capital Management
Michigan
$664K -$19.9K -472 -3%
ONB
170
Old National Bancorp
Indiana
$658K -$72.2K -1,708 -10%
GWM
171
Geneos Wealth Management
Colorado
$648K +$248K +5,860 +62%
BIM
172
BlackRock Investment Management
Delaware
$627K +$30.1K +712 +5%
PAM
173
Peak Asset Management
Colorado
$619K – – –
FIM
174
Freedom Investment Management
Connecticut
$615K +$129K +3,060 +27%
AWM
175
Avior Wealth Management
Nebraska
$611K -$4.91K -116 -0.8%
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