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iShares S&P Mid-Cap 400 Growth ETF

262 hedge funds and large institutions have $2.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.78%
New
41
Increased
95
Reduced
76
Closed
16
Calls
$1.82M
Puts
$336K
Net Calls
+$1.48M
Net Calls Change
-$1.13M
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$824M 5,485,007 +435,819 +9%
Morgan Stanley
2
Morgan Stanley
New York
$348M 2,315,773 +687,591 +42%
Goldman Sachs
3
Goldman Sachs
New York
$128M 850,291 +12,289 +1%
Bank of America
4
Bank of America
North Carolina
$88.3M 587,983 -468 -0.1%
U
5
UBS
Switzerland
$83.6M 556,719 +55,630 +11%
KeyBank National Association
6
KeyBank National Association
Ohio
$61.2M 407,446 +15,545 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$54.3M 361,308 +2,264 +0.6%
EFS
8
Edelman Financial Services
Virginia
$50M 333,058 +30,668 +10%
BF
9
BOK Financial
Oklahoma
$47M 313,131 -1,821 -0.6%
PAG
10
Private Advisor Group
New Jersey
$46.9M 34,650 +34,650 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$46.9M 312,063 -9,871 -3%
LPL Financial
12
LPL Financial
California
$46.4M 309,171 +17,851 +6%
CDIA
13
Capital Directions Investment Advisors
Georgia
$34.1M 227,330 +109 +0%
CHFS
14
Cobble Hill Financial Services
New Jersey
$33.8M 225,000 -5,000 -2%
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$33.7M 224,181 +153,354 +217%
FHB
16
First Hawaiian Bank
Hawaii
$28M 186,454 +15,735 +9%
Deutsche Bank
17
Deutsche Bank
Germany
$26.4M 175,881 -87,841 -33%
SWA
18
SFMG Wealth Advisors
Texas
$25.2M 167,630 +10,580 +7%
WF
19
WealthTrust Fairport
Ohio
$22.7M 151,200 +5,140 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$21.5M 143,234 +57,881 +68%
CIM
21
Confluence Investment Management
Missouri
$18M 120,060 +78,031 +186%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$16.4M 109,459 +3,309 +3%
FMC
23
First Merchants Corp
Indiana
$15.7M 104,587 +509 +0.5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$14.7M 97,641 +6,365 +7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$14.2M 94,493 +20,560 +28%