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

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$175M
2
AWM
2
Affinity Wealth Management
Delaware
$13.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.68M
4
Bank of America
4
Bank of America
North Carolina
$90M
5
EFS
5
Edelman Financial Services
Virginia
$61.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$844M
2
SWA
2
SFMG Wealth Advisors
Texas
$699K
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$250M
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
201
Smith Salley Wealth Management
North Carolina
$306K 1,950 +1,950 New
EWM
202
Evercore Wealth Management
New York
$299K 1,909 – –
RJT
203
Raymond James Trust
Florida
$298K 1,897 – –
WTC
204
WhitTier Trust Company
Nevada
$295K 1,875 – –
FFA
205
First Foundation Advisors
California
$287K 1,826 – –
VDI
206
Vaughan David Investments
Illinois
$287K 1,825 – –
CHC
207
City Holding Co
West Virginia
$277K 1,840 – –
CPO
208
Cerity Partners OCIO
New York
$277K 1,766 +2 +0.1%
AB
209
Atlas Brown
Kentucky
$270K 1,716 +1,716 New
HCP
210
Holt Capital Partners
Texas
$259K 1,650 – –
PFS
211
Prospera Financial Services
Texas
$259K 1,651 +176 +12%
TAM
212
Tocqueville Asset Management
New York
$259K 1,650 +1,650 New
FHA
213
First Horizon Advisors
Tennessee
$258K 1,711 +13 +0.8%
CWM
214
Concert Wealth Management
California
– – -1,895 Closed
GG
215
Gofen & Glossberg
Illinois
$252K 1,606 – –
BRWM
216
B. Riley Wealth Management
Tennessee
$249K 1,589 +230 +17%
PSUF
217
People's United Financial
Connecticut
$248K 1,577 -1,125 -42%
SIC
218
Sigma Investment Counselors
Michigan
$247K 1,575 -300 -16%
SI
219
SII Investments
Wisconsin
$236K 1,497 +67 +5%
Millennium Management
220
Millennium Management
New York
$234K 1,488 +1,488 New
HighTower Advisors
221
HighTower Advisors
Illinois
$232K 1,476 +1,476 New
FNBTCON
222
First National Bank & Trust Co of Newtown
Pennsylvania
$231K 1,535 – –
LI
223
LMCG Investments
Massachusetts
$231K 1,469 +1,469 New
MAM
224
Marquette Asset Management
Minnesota
$229K 1,456 – –
HJA
225
Hugh Johnson Advisors
New York
$221K 1,405 -510 -27%
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