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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 %
SAM
176
Summit Asset Management
Tennessee
$294K -$127K -3,648 -30%
HH
177
Hilltop Holdings
Texas
$293K +$293K +8,436 New
WCM
178
Wealthcare Capital Management
Virginia
$282K
IH
179
IFC Holdings
Florida
$275K
SIC
180
Sigma Investment Counselors
Michigan
$271K -$26.5K -760 -9%
EWM
181
Evercore Wealth Management
New York
$265K
WTC
182
WhitTier Trust Company
Nevada
$261K
WA
183
WFG Advisors
Texas
$259K +$974 +28 +0.4%
VDI
184
Vaughan David Investments
Illinois
$254K
LW
185
Linscomb Wealth
Texas
$252K -$1.39K -40 -0.5%
HJA
186
Hugh Johnson Advisors
New York
$250K +$250K +7,180 New
PFBT
187
Parkside Financial Bank & Trust
Missouri
$243K +$8.07K +232 +3%
PP
188
Patten & Patten
Tennessee
$241K +$695 +20 +0.3%
BCI
189
Brinker Capital Investments
Pennsylvania
$236K
PFS
190
Prospera Financial Services
Texas
$229K +$229K +6,492 New
GG
191
Gofen & Glossberg
Illinois
$223K
CPO
192
Cerity Partners OCIO
New York
$220K
FHC
193
First Heartland Consultants
Missouri
$218K +$33.3K +940 +18%
FNBTCON
194
First National Bank & Trust Co of Newtown
Pennsylvania
$214K +$214K +6,140 New
ICOA
195
Investment Centers of America
North Dakota
$211K +$211K +6,064 New
RMDI
196
R.M. Davis Inc
Maine
$211K +$211K +6,072 New
SI
197
SII Investments
Wisconsin
$209K +$209K +5,988 New
MIP
198
Marietta Investment Partners
Wisconsin
$208K +$208K +5,968 New
MBT
199
Montecito Bank & Trust
California
$205K +$205K +5,900 New
MAM
200
Marquette Asset Management
Minnesota
$203K +$203K +5,824 New