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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
201
Hochman Cole Investment Advisors
Illinois
$871K – – –
CFA
202
Carroll Financial Associates
North Carolina
$871K +$8.34K +172 +1%
PWAP
203
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$861K +$64.4K +1,348 +8%
MBT
204
Montecito Bank & Trust
California
$858K -$19.1K -400 -2%
QCMC
205
Quantum Capital Management (California)
California
$796K +$13.2K +276 +2%
HA
206
Harborview Advisors
Maine
$791K +$11.1K +232 +1%
RJT
207
Raymond James Trust
Florida
$788K +$2.29K +48 +0.3%
CL
208
Cabana LLC
Arkansas
$788K +$788K +16,488 New
CFGS
209
Concourse Financial Group Securities
Alabama
$784K +$638K +13,352 +436%
CGA
210
Crescent Grove Advisors
Illinois
$778K +$778K +16,272 New
FRA
211
Front Row Advisors
California
$777K -$37.3K -780 -5%
SF
212
Synovus Financial
Georgia
$771K +$129K +2,672 +20%
I
213
IberiaBank
Louisiana
$770K +$10.5K +220 +1%
FHC
214
First Heartland Consultants
Missouri
$768K -$576K -12,052 -43%
BHWM
215
Bar Harbor Wealth Management
New Hampshire
$762K -$102K -2,144 -12%
CBN
216
Cadence Bank NA
Texas
$761K -$48.6K -1,016 -6%
CHA
217
Carmichael Hill & Associates
Maryland
$761K -$9.56K -200 -1%
APW
218
Acima Private Wealth
Virginia
$760K +$760K +15,904 New
PG
219
Patten Group
Tennessee
$746K -$3.44K -72 -0.5%
BOPW
220
Brandywine Oak Private Wealth
Pennsylvania
$742K +$742K +15,540 New
LRIA
221
Leonard Rickey Investment Advisors
Washington
$740K -$1.72K -36 -0.2%
BSB
222
Bangor Savings Bank
Maine
$739K -$14.3K -300 -2%
AIP
223
Ameritas Investment Partners
Nebraska
$736K -$35.3K -740 -5%
JIC
224
Johnson Investment Counsel
Ohio
$726K -$26.8K -560 -4%
SC
225
SouthState Corp
Florida
$720K +$2.87K +60 +0.4%
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