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iShares S&P Mid-Cap 400 Growth ETF

319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+26
Holders Change %
+8.87%
% of All Funds
8.51%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
42
Increased
112
Reduced
102
Closed
13
Calls
$6.48M
Puts
$2.59M
Net Calls
+$3.89M
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
126
Security National Trust
West Virginia
$1.48M +$54K +1,260 +4%
VIA
127
Vantage Investment Advisors
Pennsylvania
$1.46M +$988K +23,036 +210%
OC
128
Oppenheimer & Co
New York
$1.43M +$213K +4,964 +18%
PWM
129
Perigon Wealth Management
California
$1.42M +$770K +17,960 +119%
VFS
130
VSR Financial Services
Kansas
$1.41M -$82.5K -1,924 -6%
CK
131
Carnick & Kubik
Colorado
$1.39M +$774K +20,760 +125%
NCM
132
Neumann Capital Management
California
$1.36M +$25.7K +600 +2%
SWM
133
Segment Wealth Management
Texas
$1.36M +$1.36M +31,700 New
DIA
134
Dana Investment Advisors
Wisconsin
$1.35M +$160K +3,728 +13%
CS
135
Credit Suisse
Switzerland
$1.32M -$7.47M -174,208 -85%
FNBT
136
FineMark National Bank & Trust
Florida
$1.32M -$66.6K -1,552 -5%
CAN
137
Cetera Advisor Networks
California
$1.31M -$12.5K -292 -0.9%
Creative Planning
138
Creative Planning
Kansas
$1.3M -$9.95K -232 -0.8%
JIC
139
Johnson Investment Counsel
Ohio
$1.21M -$34.3K -800 -3%
TFA
140
Transamerica Financial Advisors
Florida
$1.19M +$1.19M +27,720 New
CW
141
Cobiz Wealth
Colorado
$1.17M +$45.1K +1,052 +4%
ICAS
142
Investors Capital Advisory Services
Massachusetts
$1.16M +$38.9K +908 +3%
BOTW
143
Bank of the West
California
$1.16M +$74.2K +1,732 +7%
JWBC
144
J.W. Burns & Co
New York
$1.15M +$17.2K +400 +2%
BOK
145
Bank of Kentucky
Kentucky
$1.12M
NPF
146
Norris Perne & French
Michigan
$1.12M +$135K +3,148 +14%
Citadel Advisors
147
Citadel Advisors
Florida
$1.11M +$1.11M +25,880 New
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$1.06M -$416K -9,716 -28%
CG
149
Colony Group
Massachusetts
$1.03M -$17.7K -412 -2%
BHWM
150
Bar Harbor Wealth Management
New Hampshire
$1.03M +$13.7K +320 +1%