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iShares S&P Mid-Cap 400 Growth ETF

327 hedge funds and large institutions have $3.34B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+8
Holders Change %
+2.51%
% of All Funds
8.82%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.94%
New
32
Increased
131
Reduced
88
Closed
20
Calls
$9.85M
Puts
$11.2M
Net Calls
-$1.39M
Net Calls Change
-$5.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
SVA Wealth Management
Wisconsin
$355K
BAC
227
Boys Arnold & Co
North Carolina
$352K
IH
228
IFC Holdings
Florida
$345K
BRWM
229
B. Riley Wealth Management
Tennessee
$341K +$206K +4,852 +152%
KFA
230
Kelleher Financial Advisors
New York
$338K
PFG
231
Pacific Financial Group
Washington
$330K -$1.36K -32 -0.4%
WCM
232
Wealthcare Capital Management
Virginia
$328K -$74.5K -1,760 -19%
FNBTCON
233
First National Bank & Trust Co of Newtown
Pennsylvania
$320K -$20.4K -480 -6%
CPO
234
Cerity Partners OCIO
New York
$317K -$22.4K -528 -7%
CHC
235
City Holding Co
West Virginia
$312K
SAM
236
Solaris Asset Management
New York
$306K +$72.3K +1,704 +31%
CWM
237
Cabot Wealth Management
Massachusetts
$305K -$72.7K -1,716 -19%
B
238
Bailard
California
$295K
WTC
239
WhitTier Trust Company
Nevada
$292K
CS
240
Comerica Securities
Michigan
$291K +$4.74K +112 +2%
TAM
241
Tocqueville Asset Management
New York
$288K
TCM
242
Traynor Capital Management
Pennsylvania
$280K -$20.6K -488 -7%
HCP
243
Holt Capital Partners
Texas
$280K
HCM
244
Hollencrest Capital Management
California
$275K
SI
245
SII Investments
Wisconsin
$273K +$26.7K +632 +11%
GG
246
Gofen & Glossberg
Illinois
$272K
SIC
247
Sigma Investment Counselors
Michigan
$267K
SB
248
Suntrust Banks
Georgia
$253K +$253K +5,984 New
MAM
249
Marquette Asset Management
Minnesota
$247K
EFS
250
Essex Financial Services
Connecticut
$246K