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iShares Russell Mid-Cap Growth ETF

276 hedge funds and large institutions have $2.96B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $866K | Put options by funds: $256K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

10% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 90

4.58% more ownership

Funds ownership: 116.2%120.78% (+4.6%)

5% more capital invested

Capital invested by funds: $2.83B → $2.96B (+$134M)

1% more funds holding

Funds holding: 274276 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
8.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
21
Increased
99
Reduced
90
Closed
15
Calls
$866K
Puts
$256K
Net Calls
+$610K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$118K
CAL
227
Capital Analysts LLC
Pennsylvania
$106K
RFS
228
Rockefeller Financial Services
New York
$106K
CAL
229
Capital Advisors Ltd
Ohio
$97K -$47.8K -1,072 -33%
SSB
230
Sandy Spring Bank
Maryland
$90K +$26.8K +600 +42%
FFC
231
First Financial Corp
Indiana
$86K -$4.02K -90 -4%
EIM
232
Emerson Investment Management
Massachusetts
$81K +$81.9K +1,836 New
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$79.8K +$53.8K +1,206 +201%
DSC
234
Duncker Streett & Co
Missouri
$79K
PO
235
Private Ocean
California
$78K
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
QAM
237
QCI Asset Management
New York
$75K
KPCM
238
Kings Point Capital Management
New York
$70K
ACS
239
Archford Capital Strategies
Illinois
$69K
Lazard Asset Management
240
Lazard Asset Management
New York
$61K
PTC
241
Private Trust Company
Ohio
$58K
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
EWM
243
Evercore Wealth Management
New York
$52K -$35.7K -800 -40%
LWM
244
LBA Wealth Management
Florida
$50K
RNS
245
Robert N. Shapiro
$38K
OIA
246
Optimum Investment Advisors
Illinois
$32K -$4.91K -110 -14%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$30K +$1.78K +40 +6%
FANJ
248
Financial Architects (New Jersey)
New Jersey
$27K
WA
249
Winfield Associates
Ohio
$27K
AllianceBernstein
250
AllianceBernstein
Tennessee
$27K +$26.8K +600 New