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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
DAM
251
Delta Asset Management
Tennessee
$26K
CHC
252
City Holding Co
West Virginia
$20K
VIA
253
Vantage Investment Advisors
Pennsylvania
$20K
SNT
254
Security National Trust
West Virginia
$20K +$20.4K +456 New
WEC
255
Winslow Evans & Crocker
Massachusetts
$18.6K
FWM
256
Focused Wealth Management
New York
$18K
SJIM
257
St. Johns Investment Management
Florida
$18K
MAS
258
Madden Advisory Services
Florida
$18K +$17K +380 +1,188%
FCCM
259
First City Capital Management
Georgia
$13.8K
ARMC
260
American Research & Management Company
Massachusetts
$13K
HR
261
Howe & Rusling
New York
$12K
S
262
SignatureFD
Georgia
$11K
CFN
263
Cordasco Financial Network
Florida
$10K +$9.73K +218 New
MAM
264
Meeder Asset Management
Ohio
$9K
BAM
265
Brave Asset Management
New Jersey
$8K
WTB
266
Washington Trust Bank
Washington
$7K -$179 -4 -2%
BRWM
267
B. Riley Wealth Management
Tennessee
$7K
TDC
268
Thompson Davis & Co
Virginia
$7K
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$7K +$6.61K +148 New
TFA
270
Transamerica Financial Advisors
Florida
$6K -$1.38M -30,978 -100%
PFG
271
Pacific Financial Group
Washington
$6K
TCOV
272
Trust Company of Vermont
Vermont
$4K -$4.46K -100 -50%
GAM
273
Gemmer Asset Management
California
$4K +$89 +2 +2%
RFA
274
Reilly Financial Advisors
California
$3K -$35.3K -790 -92%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.33K +$2.28M +51,000 +2,965%