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

492 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
11.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.73%
New
42
Increased
154
Reduced
160
Closed
26
Calls
$4.56M
Puts
$2.43M
Net Calls
+$2.14M
Net Calls Change
+$618K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$55.2M
2
SCM
Sandler Capital Management
New York
+$29.2M
3
CC
Chanos & Company
New York
+$16.4M
4
PFG
Piershale Financial Group
Illinois
+$8.52M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$137M
2
Wells Fargo
Wells Fargo
California
-$33.7M
3
LPL Financial
LPL Financial
California
-$15.7M
4
Stifel Financial
Stifel Financial
Missouri
-$11.4M
5
PAG
Private Advisor Group
New Jersey
-$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.39B -$33.7M -599,072 -2%
Morgan Stanley
2
Morgan Stanley
New York
$402M -$137M -2,439,800 -25%
Bank of America
3
Bank of America
North Carolina
$212M -$5.02M -89,308 -2%
Goldman Sachs
4
Goldman Sachs
New York
$193M -$1.63M -29,028 -0.8%
UBS Group
5
UBS Group
Switzerland
$148M +$2.93M +52,176 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$125M -$2.33M -41,504 -2%
EFS
7
Edelman Financial Services
Virginia
$112M +$2.23M +39,656 +2%
LPL Financial
8
LPL Financial
California
$103M -$15.7M -279,444 -13%
Ameriprise
9
Ameriprise
Minnesota
$89.3M +$1.64M +29,276 +2%
RJA
10
Raymond James & Associates
Florida
$87.5M +$4.99M +88,852 +6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$70.5M +$1.41M +25,008 +2%
KeyBank National Association
12
KeyBank National Association
Ohio
$58.6M -$2.44M -43,380 -4%
FCAS
13
First Command Advisory Services
Texas
$55.2M +$55.2M +981,764 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$50.2M +$7.51M +133,636 +18%
HCM
15
Howard Capital Management
Georgia
$49.5M +$2.62M +45,444 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$48.2M +$550K +9,788 +1%
Stifel Financial
17
Stifel Financial
Missouri
$48M -$11.4M -202,572 -19%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$47.6M -$2.59M -46,144 -5%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$44.6M – – –
Northern Trust
20
Northern Trust
Illinois
$39.8M -$150K -2,672 -0.4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$36.3M +$86.1K +1,532 +0.2%
Truist Financial
22
Truist Financial
North Carolina
$35.7M +$3.07M +54,644 +9%
BF
23
BOK Financial
Oklahoma
$34.4M -$798K -14,208 -2%
CDIA
24
Capital Directions Investment Advisors
Georgia
$31.6M -$650K -11,572 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$30.8M -$1.34M -23,928 -4%
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