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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
201
Ferguson Wellman Capital Management
Oregon
$254K +$254K +6,700 New
GC
202
Garde Capital
Washington
$252K +$252K +6,648 New
HCP
203
Holt Capital Partners
Texas
$250K – – –
PFS
204
Prospera Financial Services
Texas
$250K +$151 +4 +0.1%
FHA
205
First Horizon Advisors
Tennessee
$247K -$11.5K -304 -4%
EFS
206
Essex Financial Services
Connecticut
$246K -$53.7K -1,420 -18%
FFA
207
First Foundation Advisors
California
$243K -$34K -896 -12%
GG
208
Gofen & Glossberg
Illinois
$243K – – –
SIC
209
Sigma Investment Counselors
Michigan
$239K – – –
CWM
210
Concert Wealth Management
California
$233K -$257K – –
FNBTCON
211
First National Bank & Trust Co of Newtown
Pennsylvania
$232K – – –
HighTower Advisors
212
HighTower Advisors
Illinois
$231K +$7.42K +196 +3%
PFG
213
Pacific Financial Group
Washington
$223K +$19K +500 +9%
LI
214
LMCG Investments
Massachusetts
$222K – – –
MAM
215
Marquette Asset Management
Minnesota
$221K – – –
SI
216
SII Investments
Wisconsin
$220K -$6.82K -180 -3%
HJA
217
Hugh Johnson Advisors
New York
$217K +$4.54K +120 +2%
DY
218
Dowling & Yahnke
California
$215K +$215K +5,668 New
NB
219
NBT Bank
New York
$212K – – –
LYV
220
Live Your Vision
Pennsylvania
$209K +$209K +5,732 New
Verition Fund Management
221
Verition Fund Management
Connecticut
$206K +$206K +5,444 New
ANBT
222
American National Bank & Trust
Texas
$179K +$179K +4,728 New
PSI
223
Pinnacle Summer Investments
Virginia
$178K +$303 +8 +0.2%
M
224
MOTCO
Texas
$173K – – –
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$173K – – –
7 8
9
10 11