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iShares S&P Mid-Cap 400 Growth ETF

335 hedge funds and large institutions have $3.16B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 119 increasing their positions, 106 reducing their positions, and 15 closing their positions.

Holders
335
Holders Change
+8
Holders Change %
+2.45%
% of All Funds
9.36%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.78%
New
24
Increased
119
Reduced
106
Closed
15
Calls
$2.04M
Puts
$314K
Net Calls
+$1.73M
Net Calls Change
+$3.12M
Name Market Value Shares Shares
Change
Shares
Change %
CLOS
201
Compagnie Lombard Odier SCmA
Switzerland
$523K 3,320 +400 +14%
BAS
202
Brown Advisory Securities
Maryland
$511K 3,249 +327 +11%
JWM
203
Jacobus Wealth Management
Wisconsin
$492K 3,130
SC
204
SouthState Corp
Florida
$475K 3,026
WP
205
WMS Partners
Maryland
$474K 3,015
RMDI
206
R.M. Davis Inc
Maine
$471K 3,000 -65 -2%
SAM
207
Summit Asset Management
Tennessee
$461K 2,935 +73 +3%
LW
208
Linscomb Wealth
Texas
$454K 2,891 -356 -11%
EAM
209
Evanson Asset Management
California
$451K 2,873 +1 +0%
TFA
210
Transamerica Financial Advisors
Florida
$447K 2,840 -24,745 -90%
HCA
211
Harbour Capital Advisors
Virginia
$445K 2,830
AC
212
Alexandria Capital
Virginia
$439K 2,794
FA
213
FDx Advisors
Illinois
$431K 2,745 -716 -21%
MBT
214
Montecito Bank & Trust
California
$429K 2,733 -549 -17%
SHWM
215
Smith & Howard Wealth Management
Georgia
$427K 2,720
FCI
216
Financial Counselors Inc
Kansas
$426K 2,711 -61 -2%
WSFS
217
Wilmington Savings Fund Society
Delaware
$393K 2,501
Verition Fund Management
218
Verition Fund Management
Connecticut
$380K 2,422 +2,422 New
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$374K 2,139 -127 -6%
WAM
220
Wallington Asset Management
Indiana
$355K 2,260 +2,260 New
BRWA
221
B. Riley Wealth Advisors
Florida
$350K 2,223 -649 -23%
TSS
222
Two Sigma Securities
New York
$349K 2,220 +2,220 New
CBU
223
CIBC Bank USA
Illinois
$345K 2,195
HS
224
Huntington Steele
Pennsylvania
$341K 2,168 +2,168 New
DWM
225
Destination Wealth Management
California
$340K 2,165 -20,745 -91%