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

481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+15
Holders Change %
+3.22%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.64%
New
45
Increased
153
Reduced
152
Closed
27
Calls
$4.66M
Puts
$3.14M
Net Calls
+$1.52M
Net Calls Change
-$3.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
LPL Financial
LPL Financial
California
+$63.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.5M
5
PFA
Pinnacle Family Advisors
Missouri
+$9.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.8M
2
PFG
Piershale Financial Group
Illinois
-$17.5M
3
TSS
Two Sigma Securities
New York
-$9.22M
4
Goldman Sachs
Goldman Sachs
New York
-$9.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.38B -$20.8M -380,832 -1%
Morgan Stanley
2
Morgan Stanley
New York
$524M +$143M +2,615,008 +37%
Bank of America
3
Bank of America
North Carolina
$211M +$7.05M +129,156 +3%
Goldman Sachs
4
Goldman Sachs
New York
$189M -$9.2M -168,460 -5%
UBS Group
5
UBS Group
Switzerland
$141M +$1.44M +26,292 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$124M +$2.63M +48,124 +2%
LPL Financial
7
LPL Financial
California
$115M +$63.2M +1,157,276 +122%
EFS
8
Edelman Financial Services
Virginia
$107M +$2.77M +50,696 +3%
Ameriprise
9
Ameriprise
Minnesota
$85.6M +$3.25M +59,440 +4%
RJA
10
Raymond James & Associates
Florida
$80.2M +$7.62M +139,676 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$67.1M +$3.74M +68,592 +6%
KeyBank National Association
12
KeyBank National Association
Ohio
$59.3M -$6.82M -124,948 -10%
Stifel Financial
13
Stifel Financial
Missouri
$57.7M +$6.43M +117,932 +13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$48.7M -$1.03M -18,956 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$46.3M +$4.2M +76,880 +10%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$44.6M +$13.5M +247,236 +43%
HCM
17
Howard Capital Management
Georgia
$44.4M +$8.91M +163,252 +25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$41.4M +$1.3M +23,884 +3%
Northern Trust
19
Northern Trust
Illinois
$38.8M -$210K -3,852 -0.5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$35.2M +$21.6M +395,456 +159%
BF
21
BOK Financial
Oklahoma
$34.2M -$409K -7,500 -1%
Truist Financial
22
Truist Financial
North Carolina
$31.7M +$2.46M +45,024 +8%
CDIA
23
Capital Directions Investment Advisors
Georgia
$31.3M -$1.17M -21,396 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$31.2M +$2.62M +47,912 +9%
DADC
25
D.A. Davidson & Co
Montana
$28M +$642K +11,768 +2%
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