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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.69%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
201
Kovack Advisors
Florida
$606K +$606K +12,336 New
DIA
202
Denver Investment Advisors
Colorado
$592K
RMDI
203
R.M. Davis Inc
Maine
$590K
PMG
204
ProVise Management Group
Florida
$579K -$19.9K -404 -3%
HCA
205
Harbour Capital Advisors
Virginia
$556K
MBT
206
Montecito Bank & Trust
California
$552K -$200K -4,068 -27%
MWM
207
Marietta Wealth Management
Georgia
$552K +$552K +11,220 New
FIM
208
Freedom Investment Management
Connecticut
$547K -$35.2K -716 -6%
HJA
209
Hugh Johnson Advisors
New York
$546K -$23.6K -480 -4%
FCI
210
Financial Counselors Inc
Kansas
$542K -$76.6K -1,556 -12%
PPA
211
Parametric Portfolio Associates
Washington
$540K -$9.63K -196 -2%
OC
212
Oakworth Capital
Alabama
$532K -$28.1K -572 -5%
KCM
213
Kanawha Capital Management
Virginia
$524K -$20.6K -420 -4%
AFP
214
Ausdal Financial Partners
Iowa
$519K +$274K +5,584 +112%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$518K -$11K -224 -2%
EAM
216
Evanson Asset Management
California
$514K
WP
217
WealthSource Partners
California
$513K +$34.4K +700 +7%
LPT
218
Legacy Private Trust
Wisconsin
$497K -$104K -2,120 -17%
ECM
219
Exchange Capital Management
Michigan
$495K -$109K -2,212 -18%
AC
220
Alexandria Capital
Virginia
$495K +$197 +4 +0%
RPG
221
Risk Paradigm Group
Texas
$490K
OIA
222
OneDigital Investment Advisors
Kansas
$486K +$486K +9,892 New
OCM
223
One Capital Management
California
$482K +$65.1K +1,324 +16%
LW
224
Linscomb Wealth
Texas
$481K
SMC
225
Smith, Moore & Co
Missouri
$471K +$89.5K +1,820 +23%