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iShares S&P Mid-Cap 400 Growth ETF

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
EAMA
251
EFG Asset Management (Americas)
Florida
$36K +$36K +952 New
TCOV
252
Trust Company of Vermont
Vermont
$31K
S
253
SignatureFD
Georgia
$28K
CFA
254
Carroll Financial Associates
North Carolina
$28K
1IC
255
1919 Investment Counsel
Maryland
$27K
EWM
256
Elite Wealth Management
Washington
$27K
AssetMark Inc
257
AssetMark Inc
California
$23K -$301 -8 -1%
WTB
258
Washington Trust Bank
Washington
$23K +$23K +600 New
CTC
259
Central Trust Company
Missouri
$21K +$7.61K +200 +57%
TIM
260
Tortoise Investment Management
New York
$19K
OIA
261
Optimum Investment Advisors
Illinois
$16K
WRM
262
Westport Resources Management
Connecticut
$15K
HRIA
263
Haberer Registered Investment Advisor
Ohio
$13K
ACS
264
Archford Capital Strategies
Illinois
$12.5K +$12.5K +328 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$11K
WT
266
Whittier Trust
California
$9K
PWAG
267
Polaris Wealth Advisory Group
California
$8K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$6K -$4.83K -132 -45%
PFO
269
Pathstone Family Office
New Jersey
$6K
WA
270
Waverly Advisors
Alabama
$4K -$1.04K -24 -21%
IFA
271
Interactive Financial Advisors
Illinois
$4K
MA
272
MCF Advisors
Kentucky
$4K
GI
273
Gradient Investments
Minnesota
$2K
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04K -$22 -588 -2%
LFG
275
LifePlan Financial Group
Ohio
$1K