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

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
151
Raymond James Trust
Florida
$1.22M +$406K +8,520 +50%
CW
152
Cobiz Wealth
Colorado
$1.21M -$104K -2,188 -8%
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.17M +$125K +2,628 +12%
BAS
154
Brown Advisory Securities
Maryland
$1.14M +$314K +6,568 +38%
CFA
155
Carroll Financial Associates
North Carolina
$1.06M +$86.8K +1,820 +9%
SS
156
Sunbelt Securities
Texas
$1.04M +$7.45K +156 +0.7%
BHWM
157
Bar Harbor Wealth Management
New Hampshire
$1.03M -$27.5K -576 -3%
CAS
158
Cue Advisory Services
Arizona
$1.03M -$24.4K -512 -2%
SAMC
159
Spectrum Asset Management (California)
California
$1.02M -$15.7K -328 -2%
TCM
160
Telos Capital Management
California
$977K +$977K +20,460 New
CB
161
Commerce Bank
Missouri
$965K +$6.87K +144 +0.7%
CC
162
Cedar Capital
Illinois
$953K -$151K -3,164 -14%
CAL
163
Capital Analysts LLC
Pennsylvania
$940K -$12.9M -269,596 -93%
TW
164
Transform Wealth
Colorado
$939K +$59K +1,236 +7%
SI
165
Stephens Inc
Arkansas
$921K -$49.3K -1,032 -5%
JIC
166
Johnson Investment Counsel
Ohio
$899K -$49.6K -1,040 -5%
QCMC
167
Quantum Capital Management (California)
California
$893K -$239K -4,996 -21%
TIA
168
Tiemann Investment Advisors
California
$865K -$5.73K -120 -0.7%
NPF
169
Norris Perne & French
Michigan
$853K -$185K -3,868 -18%
GWM
170
Geneos Wealth Management
Colorado
$846K +$135K +2,824 +19%
MCTIC
171
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$839K -$810K – –
GT
172
Glenmede Trust
Pennsylvania
$815K +$79.2K +1,660 +11%
GEA
173
Glen Eagle Advisors
New Jersey
$809K -$21K -440 -3%
OC
174
Oppenheimer & Co
New York
$803K -$79.4K -1,664 -9%
FCBT
175
First Citizens Bank & Trust
North Carolina
$798K +$94.5K +1,980 +13%
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