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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.39M
4
Ameriprise
Ameriprise
Minnesota
+$3.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.54M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$11.8M
4
LI
LVZ Inc
Michigan
-$9.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
176
The Family Firm
Maryland
$593K +$1.35K +32 +0.2%
AFP
177
Ausdal Financial Partners
Iowa
$592K -$27.2K -644 -4%
PAI
178
Pittenger & Anderson Inc
Nebraska
$583K – – –
RPG
179
Risk Paradigm Group
Texas
$581K +$581K +13,748 New
BSB
180
Bangor Savings Bank
Maine
$581K – – –
HS
181
Huntington Steele
Pennsylvania
$567K +$86K +2,036 +18%
PMG
182
ProVise Management Group
Florida
$561K -$1.13M -26,672 -67%
BTNA
183
Bremer Trust National Association
Minnesota
$560K -$1.69K -40 -0.3%
ASN
184
Advisory Services Network
Georgia
$558K +$484K +11,456 +655%
BAS
185
Brown Advisory Securities
Maryland
$556K – – –
WP
186
WealthSource Partners
California
$535K +$117K +2,760 +28%
JWM
187
Jacobus Wealth Management
Wisconsin
$529K – – –
LPT
188
Legacy Private Trust
Wisconsin
$520K -$162K -3,820 -24%
BOTW
189
Bank of the West
California
$515K -$423K -10,000 -45%
FCI
190
Financial Counselors Inc
Kansas
$512K +$8.97K +212 +2%
VIA
191
Vantage Investment Advisors
Pennsylvania
$511K +$507 +12 +0.1%
MG
192
Mather Group
Illinois
$511K +$22.7K +536 +5%
WP
193
WMS Partners
Maryland
$510K – – –
RMDI
194
R.M. Davis Inc
Maine
$507K – – –
KCM
195
Kanawha Capital Management
Virginia
$506K +$24.5K +580 +5%
LIA
196
LBMC Investment Advisors
Tennessee
$503K -$73.9K -1,748 -13%
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$503K -$9.82K -232 -2%
VC
198
Vicus Capital
Pennsylvania
$485K -$74.8K -1,772 -13%
SAM
199
Summit Asset Management
Tennessee
$484K – – –
HCA
200
Harbour Capital Advisors
Virginia
$479K – – –
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