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

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.49%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M

Top Buyers

1
SCM
1
Sandler Capital Management
New York
$25.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$319M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$31M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.25B
2
VanEck Associates
2
VanEck Associates
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.43M
5
Goldman Sachs
5
Goldman Sachs
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
151
Efficient Advisors
Ohio
$1.25M +$4.92K +108 +0.4%
CJA
152
C-J Advisory
California
$1.25M +$9.11K +200 +0.7%
HCIA
153
Hochman Cole Investment Advisors
Illinois
$1.17M -$10K -220 -0.9%
CFS
154
Commonwealth Financial Services
West Virginia
$1.1M +$43.7K +948 +4%
QCMC
155
Quantum Capital Management (California)
California
$1.08M -$121K -2,652 -10%
CC
156
Cedar Capital
Illinois
$1.05M +$1.05M +23,124 New
BHWM
157
Bar Harbor Wealth Management
New Hampshire
$1.01M +$9.11K +200 +0.9%
CAS
158
Cue Advisory Services
Arizona
$1M +$26.2K +576 +3%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$997K -$47.4K -1,040 -5%
NPF
160
Norris Perne & French
Michigan
$990K -$57.6K -1,264 -5%
SS
161
Sunbelt Securities
Texas
$988K +$45.5K +1,000 +5%
SAMC
162
Spectrum Asset Management (California)
California
$985K +$38.2K +840 +4%
FTS
163
Fifth Third Securities
Ohio
$971K +$280K +6,160 +41%
SPIA
164
Steward Partners Investment Advisory
New York
$957K +$957K +21,024 New
NFG
165
Next Financial Group
Texas
$956K +$314K +6,884 +49%
CFA
166
Carroll Financial Associates
North Carolina
$929K +$77.8K +1,708 +9%
SI
167
Stephens Inc
Arkansas
$926K -$354K -7,760 -28%
CB
168
Commerce Bank
Missouri
$914K -$99.6K -2,188 -10%
JIC
169
Johnson Investment Counsel
Ohio
$905K -$22.6K -496 -2%
OC
170
Oppenheimer & Co
New York
$842K -$182 -4 -0%
VKH
171
Virtu KCG Holdings
New York
$842K +$842K +18,488 New
TW
172
Transform Wealth
Colorado
$840K +$59.2K +1,300 +8%
WP
173
WealthSource Partners
California
$839K -$52.8K -1,160 -6%
TIA
174
Tiemann Investment Advisors
California
$831K +$1.82K +40 +0.2%
MCTIC
175
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$810K -$829K – –
5 6
7
8 9