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

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.26B
2
RJA
Raymond James & Associates
Florida
$55.4M
3
VanEck Associates
VanEck Associates
New York
$19.4M
4
Morgan Stanley
Morgan Stanley
New York
$292M
5
UBS Group
UBS Group
Switzerland
$94.9M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
2
CIM
Confluence Investment Management
Missouri
$5.63M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$10.3M
4
LPL Financial
LPL Financial
California
$31.7M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Clearwater Capital Advisors
Illinois
$690K -$29.2K -676 -4%
Millennium Management
177
Millennium Management
New York
$681K -$331K -7,572 -33%
ONB
178
Old National Bancorp
Indiana
$680K – – –
ECM
179
Exchange Capital Management
Michigan
$679K -$7.87K -180 -1%
RJT
180
Raymond James Trust
Florida
$678K -$16.8K -384 -2%
AWM
181
Avior Wealth Management
Nebraska
$677K +$46.3K +1,060 +7%
HS
182
Huntington Steele
Pennsylvania
$672K +$85.8K +1,964 +15%
TI
183
Truepoint Inc
Ohio
$666K -$66K -1,512 -9%
FTS
184
Fifth Third Securities
Ohio
$662K +$662K +15,176 New
SAM
185
Solaris Asset Management
New York
$645K +$175K +3,996 +37%
PAM
186
Peak Asset Management
Colorado
$640K – – –
BAS
187
Brown Advisory Securities
Maryland
$639K +$63.7K +1,456 +11%
BSB
188
Bangor Savings Bank
Maine
$629K +$28.8K +660 +5%
RPG
189
Risk Paradigm Group
Texas
$622K +$21.7K +496 +4%
BIM
190
BlackRock Investment Management
Delaware
$617K -$31.1K -712 -5%
NFG
191
Next Financial Group
Texas
$616K +$409K +9,356 +198%
TFF
192
The Family Firm
Maryland
$613K – – –
GWM
193
Geneos Wealth Management
Colorado
$610K -$58.8K -1,348 -9%
PAI
194
Pittenger & Anderson Inc
Nebraska
$603K – – –
LIA
195
LBMC Investment Advisors
Tennessee
$597K +$77.6K +1,776 +15%
BTS
196
BB&T Securities
Virginia
$592K +$97K +2,224 +20%
VIA
197
Vantage Investment Advisors
Pennsylvania
$588K +$59.4K +1,360 +11%
FCBT
198
First Citizens Bank & Trust
North Carolina
$580K +$346K +7,924 +148%
AIA
199
Allegis Investment Advisors
Idaho
$577K +$577K +13,212 New
BTNA
200
Bremer Trust National Association
Minnesota
$568K -$10.5K -240 -2%
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