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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 %
BIM
151
BlackRock Investment Management
Delaware
$657K +$19.2K +480 +3%
CWM
152
Concert Wealth Management
California
$652K -$233K
ONB
153
Old National Bancorp
Indiana
$648K -$45.5K -1,140 -7%
PNAA
154
Pictet North America Advisors
Switzerland
$623K -$16K -400 -3%
KCM
155
Kanawha Capital Management
Virginia
$623K
TIA
156
Tiemann Investment Advisors
California
$621K +$89.9K +2,252 +17%
GT
157
Glenmede Trust
Pennsylvania
$620K
MAA
158
Managed Account Advisors
New Jersey
$613K +$483K +12,112 +372%
PWM
159
Perigon Wealth Management
California
$605K +$41.2K +1,032 +7%
CPA
160
Capital Planning Advisors
California
$595K +$595K +14,900 New
MBT
161
Montecito Bank & Trust
California
$592K +$126K +3,144 +27%
SHWM
162
Smith & Howard Wealth Management
Georgia
$579K -$17.6K -440 -3%
SC
163
SouthState Corp
Florida
$573K -$53.4K -1,336 -9%
PAI
164
Pittenger & Anderson Inc
Nebraska
$551K
TFF
165
The Family Firm
Maryland
$551K +$551K +13,812 New
BSB
166
Bangor Savings Bank
Maine
$545K +$26.3K +660 +5%
LIA
167
LBMC Investment Advisors
Tennessee
$539K +$160 +4 +0%
WP
168
WMS Partners
Maryland
$531K
AWM
169
Avior Wealth Management
Nebraska
$515K -$10.7K -268 -2%
HighTower Advisors
170
HighTower Advisors
Illinois
$514K +$270K +6,776 +111%
CB
171
Commerce Bank
Missouri
$509K -$29.2K -732 -5%
JWM
172
Jacobus Wealth Management
Wisconsin
$500K
RMDI
173
R.M. Davis Inc
Maine
$489K -$24.7K -620 -5%
SFG
174
SNS Financial Group
Minnesota
$475K -$81.3K -2,040 -15%
MIAN
175
Mariner Independent Advisor Network
Kansas
$473K +$23K +576 +5%