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iShares S&P Mid-Cap 400 Growth ETF

293 hedge funds and large institutions have $2.66B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
7.82%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.59%
New
46
Increased
101
Reduced
85
Closed
16
Calls
$4.87M
Puts
$1.45M
Net Calls
+$3.42M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
276
Carroll Financial Associates
North Carolina
$30K
TIM
277
Tortoise Investment Management
New York
$27K +$7.19K +180 +36%
AssetMark Inc
278
AssetMark Inc
California
$24K +$324 +8 +1%
CTC
279
Central Trust Company
Missouri
$22K
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$20K +$20K +488 New
UFA
281
US Financial Advisors
Massachusetts
$18K +$18K +444 New
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$17K -$6.93K -176 -29%
WRM
283
Westport Resources Management
Connecticut
$16K
OIA
284
Optimum Investment Advisors
Illinois
$16K
ACS
285
Archford Capital Strategies
Illinois
$13K
HRIA
286
Haberer Registered Investment Advisor
Ohio
$13K
WT
287
Whittier Trust
California
$10K
PMFA
288
Plante Moran Financial Advisors
Michigan
$8K
WEC
289
Winslow Evans & Crocker
Massachusetts
$5.43K
MA
290
MCF Advisors
Kentucky
$4K
CWM
291
Catamount Wealth Management
Connecticut
$4K +$4K +88 New
GI
292
Gradient Investments
Minnesota
$2K
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05K -$34 -864 -3%
SEI Investments
294
SEI Investments
Pennsylvania
$1K +$1K +20 New
BRWA
295
B. Riley Wealth Advisors
Florida
$531 +$119 +2,980 +29%
Jane Street
296
Jane Street
New York
-$7.73M -204,256 Closed
TPSF
297
Texas Permanent School Fund
Texas
-$1.84M -48,648 Closed
CMP
298
Courage Miller Partners
Virginia
-$1.83M -48,424 Closed
LMIM
299
Lockheed Martin Investment Management
Maryland
-$1.79M -47,316 Closed
VKH
300
Virtu KCG Holdings
New York
-$826K -21,804 Closed