IJK icon

iShares S&P Mid-Cap 400 Growth ETF

319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+26
Holders Change %
+8.87%
% of All Funds
8.51%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
42
Increased
112
Reduced
102
Closed
13
Calls
$6.48M
Puts
$2.59M
Net Calls
+$3.89M
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
251
Wilbanks Smith & Thomas Asset Management
Virginia
$224K
V
252
Veritable
Delaware
$219K
BAS
253
Brown Advisory Securities
Maryland
$210K +$210K +4,892 New
KA
254
Kovack Advisors
Florida
$210K +$210K +4,896 New
RBC
255
Roble Belko & Company
Pennsylvania
$209K +$209K +4,880 New
LYV
256
Live Your Vision
Pennsylvania
$206K -$37.8K -884 -16%
RC
257
RegentAtlantic Capital
New Jersey
$206K
FA
258
FDx Advisors
Illinois
$206K +$206K +4,800 New
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$205K +$205K +4,776 New
PSI
260
Pinnacle Summer Investments
Virginia
$202K +$685 +16 +0.3%
MG
261
Mather Group
Illinois
$202K +$202K +4,704 New
Fayez Sarofim & Co
262
Fayez Sarofim & Co
Texas
$201K +$201K +4,680 New
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
$196K
M
264
MOTCO
Texas
$195K
NFG
265
Next Financial Group
Texas
$181K +$6.48K +152 +4%
RIA
266
Regal Investment Advisors
Michigan
$180K -$8.23K -192 -4%
KA
267
Klingman & Associates
New York
$177K
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K +$47.3K +1,100 +40%
DSC
269
Duncker Streett & Co
Missouri
$150K
CB
270
Community Bank
New York
$149K
FANJ
271
Financial Architects (New Jersey)
New Jersey
$148K +$44.9K +1,044 +44%
ANBT
272
American National Bank & Trust
Texas
$139K
BRWM
273
B. Riley Wealth Management
Tennessee
$137K -$13.5K -316 -9%
GAM
274
Gemmer Asset Management
California
$125K
SIA
275
Stancorp Investment Advisers
Oregon
$120K +$171 +4 +0.1%