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iShares S&P Mid-Cap 400 Growth ETF

319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.

Holders
319
Holders Change
+26
Holders Change %
+8.87%
% of All Funds
8.51%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
42
Increased
112
Reduced
102
Closed
13
Calls
$6.48M
Puts
$2.59M
Net Calls
+$3.89M
Net Calls Change
+$474K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$981M 5,717,025 +174,367 +3%
Morgan Stanley
2
Morgan Stanley
New York
$293M 1,710,724 +158,762 +10%
Goldman Sachs
3
Goldman Sachs
New York
$230M 1,340,866 +445,986 +50%
LPL Financial
4
LPL Financial
California
$136M 794,989 +614,061 +339%
Bank of America
5
Bank of America
North Carolina
$109M 633,128 +29,920 +5%
UBS Group
6
UBS Group
Switzerland
$89M 518,860 -70,362 -12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$71.4M 416,263 -5,855 -1%
KeyBank National Association
8
KeyBank National Association
Ohio
$68.7M 400,335 -20,148 -5%
QA
9
Quantitative Advantage
Minnesota
$60.6M 353,079 +353,079 New
EFS
10
Edelman Financial Services
Virginia
$55.7M 324,556 -115,498 -26%
BF
11
BOK Financial
Oklahoma
$45.8M 267,181 +1,838 +0.7%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$45.6M 265,803 +7,884 +3%
CDIA
13
Capital Directions Investment Advisors
Georgia
$38.9M 230,237 -1,801 -0.8%
M&T Bank
14
M&T Bank
New York
$35.4M 206,569 -16,472 -7%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$29.3M 170,828 +83,451 +96%
FHB
16
First Hawaiian Bank
Hawaii
$27.8M 161,991 -17,703 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.7M 149,828 +130,619 +680%
WF
18
WealthTrust Fairport
Ohio
$24.1M 140,349 -7,222 -5%
RJA
19
Raymond James & Associates
Florida
$21.2M 123,588 +17,010 +16%
Stifel Financial
20
Stifel Financial
Missouri
$21.2M 123,489 -69,842 -36%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$21.1M 122,735 +4,101 +3%
BTS
22
BB&T Securities
Virginia
$21M 12,268 +8,891 +263%
NPC
23
National Planning Corporation
California
$20.9M 124,634 +96,308 +340%
Northern Trust
24
Northern Trust
Illinois
$19.4M 112,971 +11,502 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$18.5M 107,648 +6,635 +7%