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

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.39M
4
Ameriprise
Ameriprise
Minnesota
+$3.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.54M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$11.8M
4
LI
LVZ Inc
Michigan
-$9.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
201
BB&T Securities
Virginia
$479K +$39.9K +944 +9%
ATC
202
Argent Trust Co
Tennessee
$473K +$216K +5,112 +84%
CLOS
203
Compagnie Lombard Odier SCmA
Switzerland
$469K -$98.2K -2,320 -17%
HWP
204
Hefty Wealth Partners
Indiana
$458K -$101K -2,396 -18%
AC
205
Alexandria Capital
Virginia
$458K -$4.06K -96 -0.9%
SAM
206
Solaris Asset Management
New York
$455K +$294K +6,956 +183%
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$447K – – –
MBT
208
Montecito Bank & Trust
California
$444K – – –
SHWM
209
Smith & Howard Wealth Management
Georgia
$443K – – –
PIM
210
Parker Investment Management
California
$442K -$6.25K -148 -1%
EAM
211
Evanson Asset Management
California
$442K – – –
OC
212
Oakworth Capital
Alabama
$429K +$60.7K +1,436 +16%
LW
213
Linscomb Wealth
Texas
$425K – – –
SFG
214
SNS Financial Group
Minnesota
$420K -$1.07M -25,252 -72%
IHL
215
Investment House LLC
California
$418K +$418K +9,876 New
IH
216
IFC Holdings
Florida
$417K – – –
BFPW
217
BOK Financial Private Wealth
Colorado
$408K +$408K +9,652 New
PBO
218
Peoples Bank (Ohio)
Ohio
$389K -$4.56K -108 -1%
MIC
219
Meridian Investment Counsel
California
$387K – – –
SC
220
SouthState Corp
Florida
$386K – – –
B
221
Bailard
California
$386K +$96.3K +2,276 +33%
BAC
222
Boys Arnold & Co
North Carolina
$384K +$384K +9,084 New
SWM
223
SVA Wealth Management
Wisconsin
$376K – – –
FHA
224
First Horizon Advisors
Tennessee
$372K -$70.5K -1,668 -16%
LAM
225
Lebenthal Asset Management
New York
$362K +$362K +8,552 New
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