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iShares S&P Mid-Cap 400 Growth ETF

275 hedge funds and large institutions have $2.59B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+13
Holders Change %
+4.96%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
24
Increased
100
Reduced
83
Closed
11
Calls
$6.1M
Puts
$842K
Net Calls
+$5.26M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
IH
201
IFC Holdings
Florida
$305K +$4.67K +124 +2%
TSWM
202
Triangle Securities Wealth Management
North Carolina
$301K +$51.2K +1,600 +21%
HJA
203
Hugh Johnson Advisors
New York
$293K +$4.59K +120 +2%
EWM
204
Evercore Wealth Management
New York
$292K
RJT
205
Raymond James Trust
Florida
$290K -$764 -20 -0.3%
WTC
206
WhitTier Trust Company
Nevada
$287K
SIC
207
Sigma Investment Counselors
Michigan
$287K
CWM
208
Concert Wealth Management
California
$286K +$286K +7,580 New
CHC
209
City Holding Co
West Virginia
$281K
FFA
210
First Foundation Advisors
California
$279K -$77.3K -2,024 -22%
VDI
211
Vaughan David Investments
Illinois
$279K
MBT
212
Montecito Bank & Trust
California
$275K -$62.5K -1,636 -19%
MIP
213
Marietta Investment Partners
Wisconsin
$275K +$47.2K +1,236 +21%
CPO
214
Cerity Partners OCIO
New York
$270K +$27.4K +716 +11%
BCI
215
Brinker Capital Investments
Pennsylvania
$258K
BIT
216
BlackRock Institutional Trust
California
$257K +$257K +6,728 New
FHA
217
First Horizon Advisors
Tennessee
$255K -$7.96K -212 -3%
HCP
218
Holt Capital Partners
Texas
$252K
GG
219
Gofen & Glossberg
Illinois
$248K
IT
220
Investors Trust
Texas
$241K
FNBTCON
221
First National Bank & Trust Co of Newtown
Pennsylvania
$235K
PFS
222
Prospera Financial Services
Texas
$226K +$9.5K +248 +4%
WS
223
Wedbush Securities
California
$224K -$6.12K -160 -3%
MAM
224
Marquette Asset Management
Minnesota
$223K
NB
225
NBT Bank
New York
$214K