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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 %
AB
151
Atlas Brown
Kentucky
$1.4M -$4.4K -92 -0.3%
HB
152
Homrich & Berg
Georgia
$1.38M -$360K -7,540 -21%
SRSA
153
S.R. Schill & Associates
Washington
$1.37M -$389K -8,136 -22%
PA
154
PFG Advisors
Arizona
$1.36M +$1.13M +21,116 +499%
AA
155
Alesco Advisors
New York
$1.36M – – –
TCM
156
Telos Capital Management
California
$1.33M -$67.1K -1,404 -5%
WIC
157
Whitegate Investment Counselors
New Hampshire
$1.33M +$6.88K +144 +0.5%
VR
158
Viridian RIA
Washington
$1.32M -$66K -1,380 -5%
SWM
159
Strategic Wealth Management
Washington
$1.3M – – –
PFP
160
Pinnacle Financial Partners
Tennessee
$1.3M -$190K -3,972 -13%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M -$2.49K -52 -0.2%
TFF
162
The Family Firm
Maryland
$1.3M +$546K +11,428 +73%
CAL
163
Capital Analysts LLC
Pennsylvania
$1.28M -$1.15K -24 -0.1%
CJA
164
C-J Advisory
California
$1.26M +$382 +8 +0%
AWM
165
Avior Wealth Management
Nebraska
$1.25M -$35.4K -740 -3%
DP
166
Dearborn Partners
Illinois
$1.24M +$239K +5,000 +24%
FNBT
167
FineMark National Bank & Trust
Florida
$1.24M – – –
AF
168
Advisornet Financial
Minnesota
$1.23M +$522K +10,920 +74%
DBIA
169
Dumont & Blake Investment Advisors
New Jersey
$1.23M -$87K -1,820 -7%
AFC
170
AFT Forsyth & Company
Florida
$1.18M -$4.78K -100 -0.4%
SI
171
Stephens Inc
Arkansas
$1.18M +$65K +1,360 +6%
MPW
172
MA Private Wealth
California
$1.17M +$1.17M +24,360 New
MA
173
MONECO Advisors
Connecticut
$1.16M +$1.16M +24,164 New
LFAS
174
Level Four Advisory Services
Texas
$1.14M -$45.7K -956 -4%
CPA
175
Capital Planning Advisors
California
$1.13M -$86.8K -1,816 -7%
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