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iShares S&P Mid-Cap 400 Growth ETF

241 hedge funds and large institutions have $2.29B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
7.82%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.55%
New
34
Increased
90
Reduced
66
Closed
14
Calls
$2.62M
Puts
Net Calls
+$2.62M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$14K +$14K +408 New
TAIM
227
TD Ameritrade Investment Management
Nebraska
$14K +$14K +412 New
Bessemer Group
228
Bessemer Group
New Jersey
$13K
MAM
229
Meeder Asset Management
Ohio
$13K +$13K +360 New
CTC
230
Central Trust Company
Missouri
$12K
RFA
231
Reilly Financial Advisors
California
$12K +$12K +348 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$10K -$3.65K -108 -27%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$10K
WT
234
Whittier Trust
California
$8K
PWAG
235
Polaris Wealth Advisory Group
California
$6.96K
EU
236
Emory University
Georgia
$6K
PFO
237
Pathstone Family Office
New Jersey
$5K
IFA
238
Interactive Financial Advisors
Illinois
$4K
MA
239
MCF Advisors
Kentucky
$4K +$1.63K +44 +69%
WA
240
Waverly Advisors
Alabama
$4K +$4K +116 New
GI
241
Gradient Investments
Minnesota
$2K
LFG
242
LifePlan Financial Group
Ohio
$1K
EFS
243
Essex Financial Services
Connecticut
$241 +$241 +6,920 New
TH
244
Timber Hill
Connecticut
-$4.59M -142,560 Closed
TRCT
245
Tower Research Capital (TRC)
New York
-$3.68M -114,188 Closed
UCFA
246
United Capital Financial Advisors
Texas
-$2.82M -87,468 Closed
STMM
247
South Texas Money Management
Texas
-$313K -9,720 Closed
KA
248
Kovack Advisors
Florida
-$252K -7,812 Closed
Nomura Holdings
249
Nomura Holdings
Japan
-$129K -4,000 Closed
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$40K -1,240 Closed