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iShares S&P Mid-Cap 400 Growth ETF

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
151
Bar Harbor Wealth Management
New Hampshire
$959K -$8.56K -196 -0.9%
JWBC
152
J.W. Burns & Co
New York
$936K -$17.5K -400 -2%
CAS
153
Cue Advisory Services
Arizona
$935K +$119K +2,732 +15%
SAMC
154
Spectrum Asset Management (California)
California
$908K -$26.6K -608 -3%
SS
155
Sunbelt Securities
Texas
$904K +$57.6K +1,320 +7%
JIC
156
Johnson Investment Counsel
Ohio
$890K -$92.1K -2,108 -9%
PFP
157
Pinnacle Financial Partners
Tennessee
$888K
ABC
158
Associated Banc-Corp
Wisconsin
$879K +$30.4K +696 +4%
Mariner
159
Mariner
Kansas
$879K +$37.7K +864 +4%
CG
160
Colony Group
Massachusetts
$871K -$43.5K -996 -5%
WP
161
WealthSource Partners
California
$856K +$303K +6,944 +55%
BCM
162
Barometer Capital Management
Ontario, Canada
$856K +$856K +19,600 New
HI
163
Hudock Inc
Pennsylvania
$847K +$839K +19,212 +10,673%
MCTIC
164
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$829K -$808K
RIA
165
Regal Investment Advisors
Michigan
$823K +$92.1K +2,108 +13%
CFA
166
Carroll Financial Associates
North Carolina
$816K +$119K +2,720 +17%
OC
167
Oppenheimer & Co
New York
$808K +$84.4K +1,932 +12%
AWM
168
Affinity Wealth Management
Delaware
$801K -$277K -6,336 -26%
TIA
169
Tiemann Investment Advisors
California
$795K -$2.62K -60 -0.3%
TW
170
Transform Wealth
Colorado
$749K +$52.1K +1,192 +7%
FTIOP
171
Fiduciary Trust International of Pennsylvania
Pennsylvania
$732K
GT
172
Glenmede Trust
Pennsylvania
$721K +$8.73K +200 +1%
PWAP
173
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$719K
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$707K +$2.97K +68 +0.4%
SG
175
Somerset Group
Minnesota
$691K -$4.37K -100 -0.6%