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iShares S&P Mid-Cap 400 Growth ETF

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
201
Mather Group
Illinois
$555K +$26.8K +612 +5%
JWM
202
Jacobus Wealth Management
Wisconsin
$547K
WP
203
WMS Partners
Maryland
$543K +$15.9K +364 +3%
LPT
204
Legacy Private Trust
Wisconsin
$537K
FIM
205
Freedom Investment Management
Connecticut
$532K -$104K -2,372 -16%
PMG
206
ProVise Management Group
Florida
$532K -$47.5K -1,088 -8%
BOTW
207
Bank of the West
California
$532K
RMDI
208
R.M. Davis Inc
Maine
$524K
KCM
209
Kanawha Capital Management
Virginia
$520K -$2.62K -60 -0.5%
SAM
210
Summit Asset Management
Tennessee
$500K
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$494K -$25.5K -584 -5%
HCA
212
Harbour Capital Advisors
Virginia
$494K
CCB
213
Cutter & Co Brokerage
Missouri
$493K +$159K +3,632 +48%
OC
214
Oakworth Capital
Alabama
$467K +$23.8K +544 +5%
SHWM
215
Smith & Howard Wealth Management
Georgia
$463K +$5.76K +132 +1%
MBT
216
Montecito Bank & Trust
California
$458K
EAM
217
Evanson Asset Management
California
$457K
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$449K -$34.9K -800 -7%
AC
219
Alexandria Capital
Virginia
$442K -$31.1K -712 -7%
ATC
220
Argent Trust Co
Tennessee
$439K -$50.2K -1,148 -10%
PIM
221
Parker Investment Management
California
$434K -$22.5K -516 -5%
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$423K -$38.8K -888 -8%
LW
223
Linscomb Wealth
Texas
$422K -$17.3K -396 -4%
PAS
224
Partnervest Advisory Services
California
$421K +$154K +3,532 +58%
HWP
225
Hefty Wealth Partners
Indiana
$417K -$56.4K -1,292 -12%