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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
176
Wilmington Savings Fund Society
Delaware
$379K – – –
ABC
177
Associated Banc-Corp
Wisconsin
$377K – – –
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$367K – – –
NFG
179
Next Financial Group
Texas
$364K +$364K +9,616 New
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$361K -$17.6K -464 -5%
DC
181
Davenport & Co
Virginia
$357K – – –
OCM
182
One Capital Management
California
$347K +$11.4K +300 +3%
CBU
183
CIBC Bank USA
Illinois
$344K – – –
RJT
184
Raymond James Trust
Florida
$342K +$54.6K +1,440 +19%
HCA
185
Harbour Capital Advisors
Virginia
$338K – – –
SAM
186
Summit Asset Management
Tennessee
$320K – – –
HH
187
Hilltop Holdings
Texas
$319K – – –
SWM
188
SVA Wealth Management
Wisconsin
$317K – – –
BAC
189
Boys Arnold & Co
North Carolina
$314K – – –
KFA
190
Kelleher Financial Advisors
New York
$312K -$23K -588 -7%
BPCE
191
Bank Pictet & Cie (Europe)
Germany
$303K – – –
IH
192
IFC Holdings
Florida
$302K – – –
WCM
193
Wealthcare Capital Management
Virginia
$301K – – –
TSWM
194
Triangle Securities Wealth Management
North Carolina
$295K – – –
FHC
195
First Heartland Consultants
Missouri
$283K -$15.5K -408 -5%
CHC
196
City Holding Co
West Virginia
$279K – – –
VDI
197
Vaughan David Investments
Illinois
$276K – – –
EWM
198
Evercore Wealth Management
New York
$270K -$18.4K -488 -6%
B
199
Bailard
California
$263K +$263K +6,956 New
WTC
200
WhitTier Trust Company
Nevada
$261K -$22.7K -600 -8%
6 7
8
9 10