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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
176
Somerset Group
Minnesota
$1.12M +$7.27K +152 +0.7%
DIA
177
Dana Investment Advisors
Wisconsin
$1.11M -$67.5K -1,412 -6%
SS
178
Sunbelt Securities
Texas
$1.1M -$16.4K -344 -1%
TW
179
Transform Wealth
Colorado
$1.09M +$6.5K +136 +0.6%
ASN
180
Advisory Services Network
Georgia
$1.07M -$46.1K -964 -4%
IA
181
IFP Advisors
Florida
$1.07M -$3.88M -82,016 -78%
CB
182
Commerce Bank
Missouri
$1.05M – – –
MCTIC
183
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.03M -$1.28M – –
BAS
184
Brown Advisory Securities
Maryland
$1.01M -$94.9K -2,004 -9%
IB
185
Intrust Bank
Kansas
$1.01M -$326K -6,816 -24%
PFG
186
Pacific Financial Group
Washington
$1M +$1M +21,000 New
SAMC
187
Spectrum Asset Management (California)
California
$997K -$9.37K -196 -0.9%
CG
188
Colony Group
Massachusetts
$988K +$534K +11,168 +118%
CA
189
Clearstead Advisors
Ohio
$977K -$28.1K -588 -3%
SG
190
StoneX Group
New York
$976K +$115K +2,408 +13%
SBH
191
Segall Bryant & Hamill
Illinois
$967K +$44.4K +928 +5%
VDFA
192
Vickerman & Driscoll Financial Advisors
Washington
$962K +$103K +2,148 +12%
CW
193
Cobiz Wealth
Colorado
$907K -$173K -3,616 -16%
AAS
194
Avantax Advisory Services
Texas
$902K +$902K +18,852 New
PCG
195
Private Capital Group
Connecticut
$899K +$95.6K +2,000 +12%
RA
196
RFG Advisory
Alabama
$898K +$898K +18,800 New
KCM
197
Kendall Capital Management
Maryland
$893K +$610K +12,748 +215%
TIA
198
Tiemann Investment Advisors
California
$888K -$32.5K -680 -4%
WC
199
Whitnell & Co
Illinois
$884K +$884K +18,496 New
GWM
200
Geneos Wealth Management
Colorado
$877K -$29.5K -624 -3%
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