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iShares S&P Mid-Cap 400 Growth ETF

466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.

Holders
466
Holders Change
+52
Holders Change %
+12.56%
% of All Funds
10.58%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.5%
New
84
Increased
120
Reduced
159
Closed
28
Calls
$7.25M
Puts
$1.86M
Net Calls
+$5.4M
Net Calls Change
-$2.89M
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.39B 6,422,555 -458,949 -7%
Morgan Stanley
2
Morgan Stanley
New York
$377M 1,746,099 -125,631 -7%
Bank of America
3
Bank of America
North Carolina
$202M 934,039 +111,610 +14%
Goldman Sachs
4
Goldman Sachs
New York
$196M 906,766 -33,345 -4%
UBS Group
5
UBS Group
Switzerland
$138M 639,985 +5,044 +0.8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$120M 555,511 -791 -0.1%
EFS
7
Edelman Financial Services
Virginia
$103M 475,548 +5,042 +1%
Ameriprise
8
Ameriprise
Minnesota
$79.9M 376,291 +53,066 +16%
RJA
9
Raymond James & Associates
Florida
$71.7M 332,309 +7,202 +2%
KeyBank National Association
10
KeyBank National Association
Ohio
$65.3M 302,780 -9,506 -3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$62.7M 290,315 +7,171 +3%
LPL Financial
12
LPL Financial
California
$51.3M 237,681 -36,701 -13%
Stifel Financial
13
Stifel Financial
Missouri
$50.8M 235,115 -6,742 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$49.2M 227,986 -5,330 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$41.6M 192,634 -5,781 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$39.7M 183,815 -12,435 -6%
Northern Trust
17
Northern Trust
Illinois
$38.6M 178,846 +9,869 +6%
HCM
18
Howard Capital Management
Georgia
$35.1M 162,435 +162,435 New
BF
19
BOK Financial
Oklahoma
$34.2M 158,493 -2,988 -2%
CDIA
20
Capital Directions Investment Advisors
Georgia
$32.1M 148,928 -4,217 -3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$30.8M 142,633 -795 -0.6%
Truist Financial
22
Truist Financial
North Carolina
$28.9M 134,050 +13,686 +11%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$28.2M 130,808 +66,744 +104%
DADC
24
D.A. Davidson & Co
Montana
$27M 125,181 +4,835 +4%
WF
25
WealthTrust Fairport
Ohio
$26.8M 124,359 -635 -0.5%