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iShares Russell Mid-Cap Growth ETF

323 hedge funds and large institutions have $3.63B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 15

105% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.3M

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $2.96B → $3.63B (+$663M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 276323 (+47)

5.12% more ownership

Funds ownership: 120.78%125.9% (+5.1%)

Holders
323
Holders Change
+47
Holders Change %
+17.03%
% of All Funds
8.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
66
Increased
113
Reduced
78
Closed
15
Calls
$2.68M
Puts
$1.3M
Net Calls
+$1.37M
Net Calls Change
+$761K
Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
226
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$287K +$279K +6,174 New
NL
227
NWAM LLC
Washington
$282K -$233K -5,154 -46%
AIM
228
Allen Investment Management
New York
$277K -$2.89K -64 -1%
HTC
229
Haverford Trust Company
Pennsylvania
$276K -$105K -2,314 -28%
ICOA
230
Investment Centers of America
North Dakota
$276K +$267K +5,906 New
PMFA
231
Plante Moran Financial Advisors
Michigan
$274K +$1.9K +42 +0.7%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$272K +$543 +12 +0.2%
ORI
233
Oak Ridge Investments
Illinois
$261K +$253K +5,604 New
CCI
234
Columbus Circle Investors
$260K +$252K +5,582 New
CT
235
Cambridge Trust
Massachusetts
$259K -$18.1K -400 -7%
ICAS
236
Investors Capital Advisory Services
Massachusetts
$256K
CWM
237
Confluence Wealth Management
Oregon
$247K +$240K +5,310 New
MHS
238
M Holdings Securities
Oregon
$245K
BC
239
Bartlett & Co
Ohio
$244K
FT
240
Fiduciary Trust
Massachusetts
$243K
RIM
241
Regent Investment Management
Kentucky
$240K -$1.02M -22,480 -81%
1SB
242
1ST Source Bank
Indiana
$233K
RT
243
Rockland Trust
Massachusetts
$233K
BFPW
244
BOK Financial Private Wealth
Colorado
$233K +$226K +5,000 New
UBWV
245
United Bank (West Virginia)
West Virginia
$231K
SIA
246
Stancorp Investment Advisers
Oregon
$229K +$222K +4,902 New
WT
247
Whittier Trust
California
$227K -$7.24K -160 -3%
PCM
248
Parsons Capital Management
Rhode Island
$224K
SPC
249
Sigma Planning Corp
Michigan
$224K +$217K +4,802 New
HCM
250
Horrell Capital Management
Arkansas
$218K +$19.9K +440 +10%