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iShares S&P Mid-Cap 400 Growth ETF

333 hedge funds and large institutions have $2.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
333
Holders Change
-11
Holders Change %
-3.2%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
25
Increased
98
Reduced
135
Closed
34
Calls
$7.05M
Puts
$6.05M
Net Calls
+$998K
Net Calls Change
+$2.9M
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.08B 6,660,669 +53,441 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$256M 1,575,013 -188,397 -11%
Goldman Sachs
3
Goldman Sachs
New York
$153M 941,602 +62,458 +7%
Bank of America
4
Bank of America
North Carolina
$115M 708,220 -48,708 -6%
UBS Group
5
UBS Group
Switzerland
$82.1M 505,030 -66,620 -12%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$76.5M 470,413 -23,317 -5%
EFS
7
Edelman Financial Services
Virginia
$63.2M 388,554 +23,613 +6%
LPL Financial
8
LPL Financial
California
$59.9M 373,049 -333,249 -47%
KeyBank National Association
9
KeyBank National Association
Ohio
$56.1M 345,236 -30,642 -8%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$43.5M 267,709 +240 +0.1%
CDIA
11
Capital Directions Investment Advisors
Georgia
$36.4M 223,805 -15,515 -6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$32.5M 199,694 +11,442 +6%
BF
13
BOK Financial
Oklahoma
$27.7M 170,117 -1,074 -0.6%
Stifel Financial
14
Stifel Financial
Missouri
$26.7M 163,947 +5,335 +3%
Northern Trust
15
Northern Trust
Illinois
$26.2M 161,246 +5,522 +4%
RJA
16
Raymond James & Associates
Florida
$24.8M 152,537 +16,473 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$24.8M 152,219 +1,913 +1%
WF
18
WealthTrust Fairport
Ohio
$22.9M 140,616 +1,058 +0.8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$22.7M 139,651 +17,861 +15%
CIM
20
Confluence Investment Management
Missouri
$20.7M 127,367 +9,118 +8%
M&T Bank
21
M&T Bank
New York
$18.7M 114,723 -36,923 -24%
FHB
22
First Hawaiian Bank
Hawaii
$17.8M 109,724 -6,470 -6%
MM
23
Main Management
California
$17M 104,446 -652 -0.6%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$16.2M 99,857 +3,362 +3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16M 98,304 +1,905 +2%