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

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
176
Axa
France
$794K – – –
CG
177
Colony Group
Massachusetts
$789K -$17.6K -368 -2%
SG
178
Somerset Group
Minnesota
$786K -$23.9K -500 -3%
HIM
179
Hanlon Investment Management
New Jersey
$785K -$37K -776 -5%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$770K – – –
PG
181
Patten Group
Tennessee
$766K – – –
HS
182
Huntington Steele
Pennsylvania
$745K +$9.55K +200 +1%
LIA
183
LBMC Investment Advisors
Tennessee
$743K +$85.9K +1,800 +13%
VIA
184
Vantage Investment Advisors
Pennsylvania
$743K +$89.2K +1,868 +14%
I
185
IberiaBank
Louisiana
$741K +$741K +15,516 New
PWAP
186
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$732K +$32.5K +680 +5%
MBT
187
Montecito Bank & Trust
California
$730K +$229K +4,800 +46%
CCA
188
Clearwater Capital Advisors
Illinois
$729K +$32K +680 +5%
TFF
189
The Family Firm
Maryland
$727K +$1.15K +24 +0.2%
BSB
190
Bangor Savings Bank
Maine
$723K -$35.5K -744 -5%
AWM
191
Avior Wealth Management
Nebraska
$712K -$29.6K -620 -4%
Wolverine Trading
192
Wolverine Trading
Illinois
$704K +$704K +14,764 New
PAM
193
Peak Asset Management
Colorado
$699K – – –
BTNA
194
Bremer Trust National Association
Minnesota
$689K +$75.9K +1,588 +12%
MG
195
Mather Group
Illinois
$677K +$46.6K +976 +7%
PAI
196
Pittenger & Anderson Inc
Nebraska
$659K – – –
WP
197
WMS Partners
Maryland
$636K +$42.6K +892 +7%
FHC
198
First Heartland Consultants
Missouri
$618K +$84.9K +1,780 +16%
BAC
199
Boys Arnold & Co
North Carolina
$613K +$180K +3,768 +41%
KPCM
200
Kings Point Capital Management
New York
$605K -$109K -2,288 -15%
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