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

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$20.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
Wells Fargo
3
Wells Fargo
California
$847M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$14.7M
5
WT
5
Wilmington Trust
Delaware
$11.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$254M
2
LPL Financial
2
LPL Financial
California
$29.9M
3
CS
3
Credit Suisse
Switzerland
$886K
4
Bank of America
4
Bank of America
North Carolina
$82.8M
5
DS
5
DRW Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$847M 5,541,928 +56,921 +1%
Morgan Stanley
2
Morgan Stanley
New York
$254M 1,663,706 -652,067 -28%
Goldman Sachs
3
Goldman Sachs
New York
$139M 910,984 +60,693 +7%
U
4
UBS
Switzerland
$86.2M 563,680 +6,961 +1%
Bank of America
5
Bank of America
North Carolina
$82.8M 541,769 -46,214 -8%
KeyBank National Association
6
KeyBank National Association
Ohio
$62.8M 410,645 +3,199 +0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$56.6M 369,819 +8,511 +2%
EFS
8
Edelman Financial Services
Virginia
$54.9M 359,101 +26,043 +8%
BF
9
BOK Financial
Oklahoma
$49.2M 322,029 +8,898 +3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$46.5M 304,220 -7,843 -3%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$34.5M 225,723 +1,542 +0.7%
CHFS
12
Cobble Hill Financial Services
New Jersey
$34.4M 225,000 – –
CDIA
13
Capital Directions Investment Advisors
Georgia
$34.2M 223,829 -3,501 -2%
LPL Financial
14
LPL Financial
California
$29.9M 195,231 -113,940 -37%
FHB
15
First Hawaiian Bank
Hawaii
$28.9M 188,917 +2,463 +1%
Deutsche Bank
16
Deutsche Bank
Germany
$28.1M 183,435 +7,554 +4%
SWA
17
SFMG Wealth Advisors
Texas
$25.9M 169,330 +1,700 +1%
WF
18
WealthTrust Fairport
Ohio
$23M 150,156 -1,044 -0.7%
Stifel Financial
19
Stifel Financial
Missouri
$20.7M 135,114 +135,114 New
CIM
20
Confluence Investment Management
Missouri
$16.9M 110,324 -9,736 -8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$16.6M 108,364 -1,095 -1%
FMC
22
First Merchants Corp
Indiana
$16.2M 106,141 +1,554 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.3M 100,125 -43,109 -30%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$14.7M 96,071 +36,692 +62%
RJA
25
Raymond James & Associates
Florida
$13.5M 88,510 +6,021 +7%
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