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iShares S&P Mid-Cap 400 Growth ETF

262 hedge funds and large institutions have $2.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.78%
New
41
Increased
95
Reduced
76
Closed
16
Calls
$1.82M
Puts
$336K
Net Calls
+$1.48M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$11K
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$11K
WT
253
Whittier Trust
California
$9K
PWAG
254
Polaris Wealth Advisory Group
California
$8K
PFO
255
Pathstone Family Office
New Jersey
$6K
EU
256
Emory University
Georgia
$6K
NMIS
257
Northwestern Mutual Investment Services
Wisconsin
$6K +$6K +172 New
IFA
258
Interactive Financial Advisors
Illinois
$4K -$769 -20 -16%
WA
259
Waverly Advisors
Alabama
$4K
MA
260
MCF Advisors
Kentucky
$4K
GI
261
Gradient Investments
Minnesota
$2K
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04K +$1.04K +27,772 New
LFG
263
LifePlan Financial Group
Ohio
$1K
MIM
264
Marco Investment Management
Georgia
$379
QI
265
Qualcomm Inc
California
-$97.4M -2,800,000 Closed
RMPT
266
Raytheon Master Pension Trust
Massachusetts
-$36M -1,035,744 Closed
TU
267
TDAM USA
Ontario, Canada
-$5.51M -158,516 Closed
CWM
268
Concert Wealth Management
California
-$375K -10,828 Closed
BUB
269
BBVA USA Bancshares
Texas
-$356K -10,236 Closed
FLPIM
270
F.L. Putnam Investment Management
Massachusetts
-$354K -10,180 Closed
PP
271
Patten & Patten
Tennessee
-$241K -6,940 Closed
FHC
272
First Heartland Consultants
Missouri
-$218K -6,160 Closed
ICOA
273
Investment Centers of America
North Dakota
-$211K -6,064 Closed
FANJ
274
Financial Architects (New Jersey)
New Jersey
-$84K -2,400 Closed
PMFA
275
Plante Moran Financial Advisors
Michigan
-$75K -2,160 Closed