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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 %
QCMC
101
Quantum Capital Management (California)
California
$1.78M -$329K -8,240 -16%
NAM
102
NTV Asset Management
West Virginia
$1.69M -$160K -4,000 -9%
DBIA
103
Dumont & Blake Investment Advisors
New Jersey
$1.67M +$35.9K +900 +2%
CCM
104
CWH Capital Management
Washington
$1.65M -$533K -13,340 -24%
PTC
105
Private Trust Company
Ohio
$1.63M +$1.63M +40,736 New
IB
106
Intrust Bank
Kansas
$1.58M -$343K -8,596 -18%
KWMG
107
King Wealth Management Group
Florida
$1.58M +$153K +3,836 +11%
TAM
108
Todd Asset Management
Kentucky
$1.56M -$67.1K -1,680 -4%
DP
109
Dearborn Partners
Illinois
$1.54M
PMG
110
ProVise Management Group
Florida
$1.52M -$7.98K -200 -0.5%
AB
111
Atlas Brown
Kentucky
$1.49M +$114K +2,864 +8%
VFS
112
VSR Financial Services
Kansas
$1.39M +$98K +2,456 +8%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.38M -$5.02M -125,852 -78%
SNT
114
Security National Trust
West Virginia
$1.33M +$35.1K +880 +3%
AIG
115
American International Group
New York
$1.32M +$24.6K +616 +2%
FNBT
116
FineMark National Bank & Trust
Florida
$1.29M +$9.1K +228 +0.7%
MCM
117
MV Capital Management
Maryland
$1.28M +$1.28M +32,104 New
NCM
118
Neumann Capital Management
California
$1.25M +$1.25M +31,200 New
CAN
119
Cetera Advisor Networks
California
$1.23M -$102K -2,560 -8%
Creative Planning
120
Creative Planning
Kansas
$1.22M +$121K +3,044 +11%
SPC
121
Sigma Planning Corp
Michigan
$1.17M +$1.17M +29,236 New
JIC
122
Johnson Investment Counsel
Ohio
$1.16M -$212K -5,320 -15%
OC
123
Oppenheimer & Co
New York
$1.13M +$40.6K +1,016 +4%
DIA
124
Dana Investment Advisors
Wisconsin
$1.11M +$505K +12,648 +84%
ASN
125
Advisory Services Network
Georgia
$1.08M +$33.9K +848 +3%