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

492 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
11.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.73%
New
42
Increased
154
Reduced
160
Closed
26
Calls
$4.56M
Puts
$2.43M
Net Calls
+$2.14M
Net Calls Change
+$618K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$55.2M
2
SCM
Sandler Capital Management
New York
+$29.2M
3
CC
Chanos & Company
New York
+$16.4M
4
PFG
Piershale Financial Group
Illinois
+$8.52M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$137M
2
Wells Fargo
Wells Fargo
California
-$33.7M
3
LPL Financial
LPL Financial
California
-$15.7M
4
Stifel Financial
Stifel Financial
Missouri
-$11.4M
5
PAG
Private Advisor Group
New Jersey
-$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
201
SEI Investments
Pennsylvania
$1.03M +$701K +12,484 +211%
BFG
202
Barber Financial Group
Kansas
$1.03M -$3.12M -55,608 -75%
HCIA
203
Hochman Cole Investment Advisors
Illinois
$1.02M -$24.5K -436 -2%
BHWM
204
Bar Harbor Wealth Management
New Hampshire
$1.02M +$10.3K +184 +1%
VDFA
205
Vickerman & Driscoll Financial Advisors
Washington
$1.02M -$103K -1,840 -9%
RJT
206
Raymond James Trust
Florida
$1M – – –
PWM
207
Perigon Wealth Management
California
$980K +$314K +5,572 +47%
PWAP
208
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$963K – – –
CBN
209
Cadence Bank NA
Texas
$956K -$143K -2,544 -13%
CFA
210
Carroll Financial Associates
North Carolina
$955K +$20.2K +360 +2%
OC
211
Oppenheimer & Co
New York
$952K -$7.86K -140 -0.8%
HW
212
Hancock Whitney
Mississippi
$952K +$183K +3,252 +24%
TRCT
213
Tower Research Capital (TRC)
New York
$948K -$3.02M -53,660 -76%
PWS
214
Paragon Wealth Strategies
Florida
$935K -$30.6K -544 -3%
HA
215
Harborview Advisors
Maine
$929K -$11.7K -208 -1%
QCMC
216
Quantum Capital Management (California)
California
$927K -$1.57K -28 -0.2%
AIP
217
Ameritas Investment Partners
Nebraska
$909K – – –
I
218
IberiaBank
Louisiana
$906K -$11.2K -200 -1%
BSB
219
Bangor Savings Bank
Maine
$900K +$41.6K +740 +5%
JIC
220
Johnson Investment Counsel
Ohio
$884K – – –
PG
221
Patten Group
Tennessee
$883K – – –
CF
222
Centaurus Financial
California
$881K +$515K +9,168 +141%
TFF
223
The Family Firm
Maryland
$878K – – –
LRIA
224
Leonard Rickey Investment Advisors
Washington
$877K -$26.1K -464 -3%
PCG
225
Private Capital Group
Connecticut
$874K -$118K -2,104 -12%
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9
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