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iShares S&P Mid-Cap 400 Growth ETF

327 hedge funds and large institutions have $3.34B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 88 reducing their positions, and 20 closing their positions.

Holders
327
Holders Change
+8
Holders Change %
+2.51%
% of All Funds
8.82%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.94%
New
32
Increased
131
Reduced
88
Closed
20
Calls
$9.85M
Puts
$11.2M
Net Calls
-$1.39M
Net Calls Change
-$5.28M
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.02B 6,029,858 +312,833 +5%
Morgan Stanley
2
Morgan Stanley
New York
$298M 1,757,969 +47,245 +3%
Goldman Sachs
3
Goldman Sachs
New York
$227M 1,341,245 +379 +0%
LPL Financial
4
LPL Financial
California
$143M 842,255 +47,266 +6%
Bank of America
5
Bank of America
North Carolina
$115M 677,118 +43,990 +7%
UBS Group
6
UBS Group
Switzerland
$94.9M 559,659 +40,799 +8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$72.6M 428,092 +11,829 +3%
KeyBank National Association
8
KeyBank National Association
Ohio
$68M 401,410 +1,075 +0.3%
QA
9
Quantitative Advantage
Minnesota
$57.9M 341,736 -11,343 -3%
EFS
10
Edelman Financial Services
Virginia
$56.3M 331,997 +7,441 +2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$44.9M 264,720 -1,083 -0.4%
CDIA
12
Capital Directions Investment Advisors
Georgia
$38.7M 228,595 -1,642 -0.7%
M&T Bank
13
M&T Bank
New York
$37.7M 222,287 +15,718 +8%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$30.7M 181,331 +10,503 +6%
BF
15
BOK Financial
Oklahoma
$28.6M 168,807 -98,374 -37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$25.1M 147,863 -1,965 -1%
Stifel Financial
17
Stifel Financial
Missouri
$23.4M 138,186 +14,697 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.2M 136,792 +29,144 +27%
WF
19
WealthTrust Fairport
Ohio
$23.1M 136,335 -4,014 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$22.8M 134,670 +11,935 +10%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22.8M 134,507 +29,032 +28%
NPC
22
National Planning Corporation
California
$22.5M 130,895 +6,261 +5%
FHB
23
First Hawaiian Bank
Hawaii
$21.7M 128,200 -33,791 -21%
SCM
24
Sandler Capital Management
New York
$21.4M 126,500 +126,500 New
RJA
25
Raymond James & Associates
Florida
$20.6M 121,735 -1,853 -1%