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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 %
JWBC
126
J.W. Burns & Co
New York
$1.05M -$16K -400 -1%
CW
127
Cobiz Wealth
Colorado
$1.05M -$74.5K -1,868 -7%
ICAS
128
Investors Capital Advisory Services
Massachusetts
$1.05M -$55.5K -1,392 -5%
BOK
129
Bank of Kentucky
Kentucky
$1.05M
William Blair & Company
130
William Blair & Company
Illinois
$1.04M -$72.3K -1,812 -7%
BOTW
131
Bank of the West
California
$1.01M +$1.01M +25,236 New
CG
132
Colony Group
Massachusetts
$978K -$37K -928 -4%
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$949K -$160 -4 -0%
NPF
134
Norris Perne & French
Michigan
$915K -$9.1K -228 -1%
SG
135
Somerset Group
Minnesota
$914K +$46K +1,152 +5%
ECM
136
Exchange Capital Management
Michigan
$913K -$1.12M -28,000 -55%
PWAP
137
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$898K
Fidelity Investments
138
Fidelity Investments
Massachusetts
$868K -$1.76K -44 -0.2%
SAMC
139
Spectrum Asset Management (California)
California
$852K +$852K +21,340 New
TNBTD
140
Trustmark National Bank Trust Department
Mississippi
$837K -$27K -676 -3%
PAM
141
Peak Asset Management
Colorado
$793K +$793K +19,872 New
CBN
142
Cadence Bank NA
Texas
$781K
MCTIC
143
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$755K -$906K
FTIOP
144
Fiduciary Trust International of Pennsylvania
Pennsylvania
$752K -$2.4K -60 -0.3%
CAS
145
Cue Advisory Services
Arizona
$716K +$716K +17,932 New
Millennium Management
146
Millennium Management
New York
$697K +$697K +17,456 New
SI
147
Stephens Inc
Arkansas
$692K -$89.4K -2,240 -11%
RJT
148
Raymond James Trust
Florida
$690K +$330K +8,264 +92%
SS
149
Sunbelt Securities
Texas
$677K +$677K +16,968 New
CK
150
Carnick & Kubik
Colorado
$662K -$93.9K -2,352 -12%