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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 %
OC
126
Oppenheimer & Co
New York
$1.16M +$43.9K +1,168 +4%
CW
127
Cobiz Wealth
Colorado
$1.05M +$249K +6,632 +31%
William Blair & Company
128
William Blair & Company
Illinois
$1.04M +$90.1K +2,400 +9%
Invesco
129
Invesco
Georgia
$1.04M +$308K +8,200 +42%
JWBC
130
J.W. Burns & Co
New York
$1.03M -$8.26K -220 -0.8%
CBU
131
CIBC Bank USA
Illinois
$1.02M
MCTIC
132
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1M -$929K
ICAS
133
Investors Capital Advisory Services
Massachusetts
$988K +$53.7K +1,432 +6%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$980K +$191K +5,080 +24%
PI
135
Placemark Investments
Illinois
$963K +$358K +9,552 +59%
BHWM
136
Bar Harbor Wealth Management
New Hampshire
$902K -$349K -9,304 -28%
ASN
137
Advisory Services Network
Georgia
$899K +$899K +23,956 New
BOK
138
Bank of Kentucky
Kentucky
$876K
PWAP
139
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$852K -$18.3K -488 -2%
MFS
140
MSI Financial Services
Massachusetts
$835K -$70.1K -1,868 -8%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$826K +$3.01K +80 +0.4%
GT
142
Glenmede Trust
Pennsylvania
$775K -$122K -3,260 -14%
Creative Planning
143
Creative Planning
Kansas
$765K -$15.6K -416 -2%
CBN
144
Cadence Bank NA
Texas
$739K
SG
145
Somerset Group
Minnesota
$721K -$189K -5,044 -21%
PWM
146
Perigon Wealth Management
California
$650K +$650K +17,316 New
BIM
147
BlackRock Investment Management
Delaware
$632K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$624K +$157K +4,184 +34%
PNAA
149
Pictet North America Advisors
Switzerland
$601K +$601K +16,000 New
KCM
150
Kanawha Capital Management
Virginia
$589K