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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 %
SWM
201
SVA Wealth Management
Wisconsin
$334K
BAC
202
Boys Arnold & Co
North Carolina
$332K
CPO
203
Cerity Partners OCIO
New York
$326K -$227K -5,684 -41%
IH
204
IFC Holdings
Florida
$322K
WSFS
205
Wilmington Savings Fund Society
Delaware
$320K -$79.9K -2,000 -20%
KFA
206
Kelleher Financial Advisors
New York
$318K
WCM
207
Wealthcare Capital Management
Virginia
$317K
TSWM
208
Triangle Securities Wealth Management
North Carolina
$311K
FHC
209
First Heartland Consultants
Missouri
$308K +$10.4K +260 +3%
CHC
210
City Holding Co
West Virginia
$294K -$160 -4 -0.1%
VDI
211
Vaughan David Investments
Illinois
$291K
PFG
212
Pacific Financial Group
Washington
$291K +$56.1K +1,404 +24%
B
213
Bailard
California
$278K
WTC
214
WhitTier Trust Company
Nevada
$275K
TAM
215
Tocqueville Asset Management
New York
$271K +$271K +6,800 New
FWCM
216
Ferguson Wellman Capital Management
Oregon
$267K
PFS
217
Prospera Financial Services
Texas
$263K -$319 -8 -0.1%
HCP
218
Holt Capital Partners
Texas
$263K
ICOA
219
Investment Centers of America
North Dakota
$261K -$233K -5,840 -47%
GG
220
Gofen & Glossberg
Illinois
$256K
FFA
221
First Foundation Advisors
California
$256K
EFS
222
Essex Financial Services
Connecticut
$255K -$4.3K -108 -2%
SIC
223
Sigma Investment Counselors
Michigan
$251K
CCB
224
Cutter & Co Brokerage
Missouri
$240K +$240K +6,012 New
FHA
225
First Horizon Advisors
Tennessee
$238K -$25.5K -632 -10%