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

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.41B -$25M -428,796 -2%
Morgan Stanley
2
Morgan Stanley
New York
$418M +$1.34M +22,960 +0.3%
Bank of America
3
Bank of America
North Carolina
$219M -$1.13M -19,420 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$197M -$2.54M -43,588 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$155M +$141M +2,427,696 +1,008%
UBS Group
6
UBS Group
Switzerland
$152M -$2.01M -34,540 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$131M +$1.06M +18,280 +0.8%
EFS
8
Edelman Financial Services
Virginia
$119M +$2.58M +44,352 +2%
Ameriprise
9
Ameriprise
Minnesota
$98.9M +$6.18M +106,280 +7%
RJA
10
Raymond James & Associates
Florida
$89.7M -$1M -17,184 -1%
LPL Financial
11
LPL Financial
California
$86.2M -$20.3M -348,412 -19%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$75.8M +$2.7M +46,436 +4%
KeyBank National Association
13
KeyBank National Association
Ohio
$59.7M -$1.01M -17,340 -2%
Truist Financial
14
Truist Financial
North Carolina
$57.3M +$20.3M +348,500 +55%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$50.9M +$1.54M +26,364 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$50.6M -$1.43M -24,504 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$49M -$898K -15,420 -2%
Stifel Financial
18
Stifel Financial
Missouri
$45.3M -$4.43M -76,168 -9%
Northern Trust
19
Northern Trust
Illinois
$42M +$757K +13,000 +2%
BF
20
BOK Financial
Oklahoma
$36.5M +$858K +14,728 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$34.1M -$13.6M -232,876 -28%
DADC
22
D.A. Davidson & Co
Montana
$33.7M +$2.58M +44,308 +8%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$32.3M +$391K +6,720 +1%
CDIA
24
Capital Directions Investment Advisors
Georgia
$31.6M -$1.15M -19,776 -4%
RFC
25
Regions Financial Corp
Alabama
$30.7M +$502K +8,628 +2%
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