IJK icon

iShares S&P Mid-Cap 400 Growth ETF

273 hedge funds and large institutions have $2.61B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
20
Increased
88
Reduced
104
Closed
21
Calls
$5.12M
Puts
$551K
Net Calls
+$4.57M
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
151
BlackRock Investment Management
Delaware
$619K -$27.8K -708 -4%
KCM
152
Kanawha Capital Management
Virginia
$613K -$3.93K -100 -0.6%
PWM
153
Perigon Wealth Management
California
$610K -$51K -1,300 -8%
GT
154
Glenmede Trust
Pennsylvania
$609K
SHWM
155
Smith & Howard Wealth Management
Georgia
$601K +$13K +332 +2%
MIAN
156
Mariner Independent Advisor Network
Kansas
$593K +$593K +15,088 New
BJL
157
Brighton Jones LLC
Washington
$592K +$592K +15,068 New
DIA
158
Dana Investment Advisors
Wisconsin
$591K -$21.2K -540 -3%
MFS
159
MSI Financial Services
Massachusetts
$553K -$305K -7,764 -36%
SFG
160
SNS Financial Group
Minnesota
$547K -$304K -7,728 -36%
Axa
161
Axa
France
$534K
CB
162
Commerce Bank
Missouri
$530K -$23.6K -600 -4%
LIA
163
LBMC Investment Advisors
Tennessee
$529K +$157 +4 +0%
WP
164
WMS Partners
Maryland
$522K
AWM
165
Avior Wealth Management
Nebraska
$517K -$314 -8 -0.1%
BSB
166
Bangor Savings Bank
Maine
$510K -$31.4K -800 -6%
RMDI
167
R.M. Davis Inc
Maine
$506K
JWM
168
Jacobus Wealth Management
Wisconsin
$492K
TIA
169
Tiemann Investment Advisors
California
$491K -$6.28K -160 -1%
MBT
170
Montecito Bank & Trust
California
$467K +$184K +4,680 +65%
AC
171
Alexandria Capital
Virginia
$461K -$10.5K -268 -2%
VIA
172
Vantage Investment Advisors
Pennsylvania
$430K +$4.09K +104 +1%
FCI
173
Financial Counselors Inc
Kansas
$423K -$529K -13,476 -56%
EAM
174
Evanson Asset Management
California
$420K +$9.27K +236 +2%
FIM
175
Freedom Investment Management
Connecticut
$418K -$17.4K -444 -4%