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iShares S&P Mid-Cap 400 Growth ETF

241 hedge funds and large institutions have $2.29B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
7.82%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.55%
New
34
Increased
90
Reduced
66
Closed
14
Calls
$2.62M
Puts
Net Calls
+$2.62M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
151
WMS Partners
Maryland
$463K
CB
152
Commerce Bank
Missouri
$453K
FHA
153
First Horizon Advisors
Tennessee
$444K +$444K +12,776 New
Barclays
154
Barclays
United Kingdom
$442K +$8.63K +248 +2%
CWM
155
Cabot Wealth Management
Massachusetts
$441K -$360K -10,352 -45%
JWM
156
Jacobus Wealth Management
Wisconsin
$435K +$101K +2,900 +30%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$432K +$29.2K +840 +7%
FIM
158
Freedom Investment Management
Connecticut
$411K +$33.2K +956 +9%
PSUF
159
People's United Financial
Connecticut
$376K
CWM
160
Concert Wealth Management
California
$375K +$375K +10,828 New
SC
161
SouthState Corp
Florida
$373K +$373K +10,712 New
WSFS
162
Wilmington Savings Fund Society
Delaware
$370K -$135K -3,880 -27%
BUB
163
BBVA USA Bancshares
Texas
$356K
FCI
164
Financial Counselors Inc
Kansas
$356K +$27.8K +800 +8%
FLPIM
165
F.L. Putnam Investment Management
Massachusetts
$354K -$6.26K -180 -2%
MIM
166
Marco Investment Management
Georgia
$351K
DC
167
Davenport & Co
Virginia
$345K +$6.96K +200 +2%
BRWA
168
B. Riley Wealth Advisors
Florida
$340K -$5.98K -172 -2%
BOTW
169
Bank of the West
California
$331K
TSWM
170
Triangle Securities Wealth Management
North Carolina
$327K
HCA
171
Harbour Capital Advisors
Virginia
$310K
BAAM
172
Baker Avenue Asset Management
California
$305K +$305K +8,756 New
RJT
173
Raymond James Trust
Florida
$303K -$4.16K -120 -1%
FFA
174
First Foundation Advisors
California
$301K +$301K +8,648 New
KFA
175
Kelleher Financial Advisors
New York
$298K