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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 %
CG
126
Colony Group
Massachusetts
$1.05M -$154K -4,028 -13%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$1.05M +$52.9K +1,384 +5%
William Blair & Company
128
William Blair & Company
Illinois
$1.04M -$15.3K -400 -1%
Creative Planning
129
Creative Planning
Kansas
$1.04M +$261K +6,816 +33%
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$1.01M -$723K -18,904 -42%
MCTIC
131
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$987K -$1M
ICAS
132
Investors Capital Advisory Services
Massachusetts
$979K -$26.9K -704 -3%
FCI
133
Financial Counselors Inc
Kansas
$927K +$501K +13,100 +118%
BHWM
134
Bar Harbor Wealth Management
New Hampshire
$915K -$2.91K -76 -0.3%
ASN
135
Advisory Services Network
Georgia
$915K -$459 -12 -0.1%
BOK
136
Bank of Kentucky
Kentucky
$892K
CS
137
Credit Suisse
Switzerland
$886K -$11.2M -292,464 -93%
PI
138
Placemark Investments
Illinois
$868K -$113K -2,956 -12%
PWAP
139
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$860K -$7.65K -200 -0.9%
FTIOP
140
Fiduciary Trust International of Pennsylvania
Pennsylvania
$854K +$13.2K +344 +2%
MFS
141
MSI Financial Services
Massachusetts
$835K -$15.3K -400 -2%
SFG
142
SNS Financial Group
Minnesota
$828K -$460K -12,020 -36%
NPF
143
Norris Perne & French
Michigan
$815K +$815K +21,328 New
VC
144
Vicus Capital
Pennsylvania
$792K +$792K +20,708 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$770K +$136K +3,548 +21%
SG
146
Somerset Group
Minnesota
$753K +$18.4K +480 +2%
CBN
147
Cadence Bank NA
Texas
$749K -$3.06K -80 -0.4%
PWM
148
Perigon Wealth Management
California
$644K -$18.4K -480 -3%
BIM
149
BlackRock Investment Management
Delaware
$630K -$13.5K -352 -2%
PNAA
150
Pictet North America Advisors
Switzerland
$612K