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

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$819M 5,408,338 +35,965 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$233M 1,541,277 -52,574 -3%
Goldman Sachs
3
Goldman Sachs
New York
$170M 1,122,135 +7,682 +0.7%
Bank of America
4
Bank of America
North Carolina
$90.3M 596,036 +23,239 +4%
U
5
UBS
Switzerland
$87.9M 580,514 +1,634 +0.3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$64.3M 424,394 +51,953 +14%
EFS
7
Edelman Financial Services
Virginia
$63.6M 420,231 +30,936 +8%
KeyBank National Association
8
KeyBank National Association
Ohio
$62.6M 413,509 -654 -0.2%
BF
9
BOK Financial
Oklahoma
$46.6M 307,662 -3,730 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$37.3M 246,096 -33,238 -12%
CDIA
11
Capital Directions Investment Advisors
Georgia
$36.4M 229,664 +661 +0.3%
M&T Bank
12
M&T Bank
New York
$32.7M 215,677 +158,152 +275%
CHFS
13
Cobble Hill Financial Services
New Jersey
$30.7M 203,000 -10,000 -5%
FHB
14
First Hawaiian Bank
Hawaii
$29.6M 195,593 +2,638 +1%
Stifel Financial
15
Stifel Financial
Missouri
$26.8M 176,831 +25,358 +17%
LPL Financial
16
LPL Financial
California
$26.7M 178,756 -2,991 -2%
CIM
17
Confluence Investment Management
Missouri
$24.8M 163,871 +33,260 +25%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$23M 151,741 +31,044 +26%
WF
19
WealthTrust Fairport
Ohio
$21.6M 142,924 -706 -0.5%
Deutsche Bank
20
Deutsche Bank
Germany
$20.7M 136,750 +329 +0.2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 112,765 +4,161 +4%
Northern Trust
22
Northern Trust
Illinois
$16.5M 108,889 +27,300 +33%
FMC
23
First Merchants Corp
Indiana
$16.3M 107,806 +2,558 +2%
RJA
24
Raymond James & Associates
Florida
$14.9M 98,588 +7,204 +8%
MM
25
Main Management
California
$14.8M 97,427 +1,178 +1%
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