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iShares S&P Mid-Cap 400 Growth ETF

262 hedge funds and large institutions have $2.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.78%
New
41
Increased
95
Reduced
76
Closed
16
Calls
$1.82M
Puts
$336K
Net Calls
+$1.48M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
201
Baker Avenue Asset Management
California
$278K -$50.9K -1,356 -15%
CHC
202
City Holding Co
West Virginia
$276K +$276K +7,360 New
VDI
203
Vaughan David Investments
Illinois
$274K
LW
204
Linscomb Wealth
Texas
$272K -$752 -20 -0.3%
BCI
205
Brinker Capital Investments
Pennsylvania
$253K -$1.95K -52 -0.8%
FHA
206
First Horizon Advisors
Tennessee
$248K -$204K -5,772 -45%
HCP
207
Holt Capital Partners
Texas
$248K +$248K +6,600 New
GG
208
Gofen & Glossberg
Illinois
$241K
CPO
209
Cerity Partners OCIO
New York
$238K +$901 +24 +0.4%
IT
210
Investors Trust
Texas
$231K -$814K -22,264 -78%
FNBTCON
211
First National Bank & Trust Co of Newtown
Pennsylvania
$231K
HCM
212
Hollencrest Capital Management
California
$230K +$230K +6,120 New
EFS
213
Essex Financial Services
Connecticut
$228K -$31.8K -848 -12%
WS
214
Wedbush Securities
California
$226K +$9.77K +260 +5%
MIP
215
Marietta Investment Partners
Wisconsin
$224K
CCM
216
Carderock Capital Management
Maryland
$224K +$224K +5,952 New
MAM
217
Marquette Asset Management
Minnesota
$219K
SI
218
SII Investments
Wisconsin
$216K -$10.1K -268 -4%
PFS
219
Prospera Financial Services
Texas
$212K -$31.5K -840 -13%
NB
220
NBT Bank
New York
$210K +$210K +5,600 New
PFG
221
Pacific Financial Group
Washington
$198K +$14.4K +384 +8%
PSI
222
Pinnacle Summer Investments
Virginia
$184K +$753 +20 +0.4%
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$172K +$110K +2,920 +177%
M
224
MOTCO
Texas
$171K
V
225
Veritable
Delaware
$144K +$144K +3,840 New