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

521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
87
Increased
147
Reduced
177
Closed
60
Calls
$784K
Puts
$140K
Net Calls
+$644K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$103M
3
Wells Fargo
Wells Fargo
California
+$78.2M
4
DADC
D.A. Davidson & Co
Montana
+$21.7M
5
SCM
Sandler Capital Management
New York
+$20.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.4M
3
FCAS
First Command Advisory Services
Texas
-$41.4M
4
Morgan Stanley
Morgan Stanley
New York
-$28.1M
5
LPL Financial
LPL Financial
California
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.24B +$78.2M +1,636,044 +7%
Morgan Stanley
2
Morgan Stanley
New York
$315M -$28.1M -588,392 -8%
Bank of America
3
Bank of America
North Carolina
$188M +$8.37M +174,980 +5%
Goldman Sachs
4
Goldman Sachs
New York
$160M -$1.57M -32,912 -1%
UBS Group
5
UBS Group
Switzerland
$122M -$2.58M -53,864 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$118M +$103M +2,158,248 +711%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$108M +$715K +14,956 +0.7%
Financial Engines Advisors
8
Financial Engines Advisors
California
$103M +$103M +2,141,292 +5,353,230%
Ameriprise
9
Ameriprise
Minnesota
$79.9M -$1.16M -24,300 -1%
RJA
10
Raymond James & Associates
Florida
$73.6M -$76.9K -1,608 -0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$69.2M -$58.4M -1,221,780 -46%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$65.2M +$3.04M +63,496 +5%
Truist Financial
13
Truist Financial
North Carolina
$50.6M +$3.52M +73,548 +7%
LPL Financial
14
LPL Financial
California
$50.1M -$20.6M -431,256 -29%
DADC
15
D.A. Davidson & Co
Montana
$49.4M +$21.7M +453,556 +78%
Stifel Financial
16
Stifel Financial
Missouri
$48.6M +$11.3M +235,944 +30%
KeyBank National Association
17
KeyBank National Association
Ohio
$47.6M -$1.45M -30,236 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$40.8M -$904K -18,908 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38M -$2.25M -47,004 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$36.7M -$4.78M -99,936 -12%
Northern Trust
21
Northern Trust
Illinois
$31.8M -$2.69M -56,296 -8%
BF
22
BOK Financial
Oklahoma
$31.3M +$1.29M +27,036 +4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$26.8M -$1.13M -23,580 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$26.1M -$334K -6,980 -1%
CDIA
25
Capital Directions Investment Advisors
Georgia
$25.5M -$500K -10,468 -2%
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