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

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$175M
2
AWM
2
Affinity Wealth Management
Delaware
$13.9M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.68M
4
Bank of America
4
Bank of America
North Carolina
$90M
5
EFS
5
Edelman Financial Services
Virginia
$61.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$844M
2
SWA
2
SFMG Wealth Advisors
Texas
$699K
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$250M
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$844M 5,372,373 -169,555 -3%
Morgan Stanley
2
Morgan Stanley
New York
$250M 1,593,851 -69,855 -4%
Goldman Sachs
3
Goldman Sachs
New York
$175M 1,114,453 +203,469 +22%
U
4
UBS
Switzerland
$90.9M 578,880 +15,200 +3%
Bank of America
5
Bank of America
North Carolina
$90M 572,797 +31,028 +6%
KeyBank National Association
6
KeyBank National Association
Ohio
$65.1M 414,163 +3,518 +0.9%
EFS
7
Edelman Financial Services
Virginia
$61.2M 389,295 +30,194 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$58.5M 372,441 +2,622 +0.7%
BF
9
BOK Financial
Oklahoma
$48.9M 311,392 -10,637 -3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$43.9M 279,334 -24,886 -8%
CDIA
11
Capital Directions Investment Advisors
Georgia
$36M 229,003 +5,174 +2%
CHFS
12
Cobble Hill Financial Services
New Jersey
$33.5M 213,000 -12,000 -5%
FHB
13
First Hawaiian Bank
Hawaii
$30.3M 192,955 +4,038 +2%
LPL Financial
14
LPL Financial
California
$28.5M 181,747 -13,484 -7%
Stifel Financial
15
Stifel Financial
Missouri
$23.8M 151,473 +16,359 +12%
WF
16
WealthTrust Fairport
Ohio
$22.6M 143,630 -6,526 -4%
Deutsche Bank
17
Deutsche Bank
Germany
$21.4M 136,421 -47,014 -26%
CIM
18
Confluence Investment Management
Missouri
$20.5M 130,611 +20,287 +18%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$19M 120,697 +24,626 +26%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 108,604 +240 +0.2%
FMC
21
First Merchants Corp
Indiana
$16.5M 105,248 -893 -0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$15.5M 98,580 -1,545 -2%
MM
23
Main Management
California
$15.1M 96,249 +29,384 +44%
RJA
24
Raymond James & Associates
Florida
$14.4M 91,384 +2,874 +3%
1IA
25
1834 Investment Advisors
Wisconsin
$14.1M 89,529 +1,333 +2%
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