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

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$139M
2
Wells Fargo
Wells Fargo
California
$847M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$14.7M
4
WT
Wilmington Trust
Delaware
$11.7M
5
EFS
Edelman Financial Services
Virginia
$54.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$254M
2
LPL Financial
LPL Financial
California
$29.9M
3
CS
Credit Suisse
Switzerland
$886K
4
Bank of America
Bank of America
North Carolina
$82.8M
5
DS
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
176
People's United Financial
Connecticut
$413K – – –
ABC
177
Associated Banc-Corp
Wisconsin
$406K +$406K +10,632 New
CWM
178
Cabot Wealth Management
Massachusetts
$404K -$59.1K -1,544 -13%
Barclays
179
Barclays
United Kingdom
$402K -$80.5K -2,120 -17%
EAM
180
Evanson Asset Management
California
$400K – – –
BPCE
181
Bank Pictet & Cie (Europe)
Germany
$390K – – –
MIM
182
Marco Investment Management
Georgia
$389K – – –
BOTW
183
Bank of the West
California
$384K +$20.6K +540 +6%
WSFS
184
Wilmington Savings Fund Society
Delaware
$383K – – –
DC
185
Davenport & Co
Virginia
$382K +$10.7K +280 +3%
LW
186
Linscomb Wealth
Texas
$373K +$95.5K +2,488 +34%
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$371K – – –
OCM
188
One Capital Management
California
$370K +$370K +9,680 New
BRWA
189
B. Riley Wealth Advisors
Florida
$360K +$1.99K +52 +0.6%
VKH
190
Virtu KCG Holdings
New York
$360K +$360K +9,424 New
KA
191
Kovack Advisors
Florida
$350K +$53.2K +1,456 +18%
CBU
192
CIBC Bank USA
Illinois
$347K -$688K -18,000 -66%
HCA
193
Harbour Capital Advisors
Virginia
$341K – – –
KFA
194
Kelleher Financial Advisors
New York
$327K – – –
HH
195
Hilltop Holdings
Texas
$323K – – –
SAM
196
Summit Asset Management
Tennessee
$323K – – –
SWM
197
SVA Wealth Management
Wisconsin
$320K – – –
WA
198
WFG Advisors
Texas
$319K -$169K -4,424 -35%
WCM
199
Wealthcare Capital Management
Virginia
$310K – – –
FTUS
200
Flow Traders U.S.
New York
$310K +$310K +8,104 New
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8
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