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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
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$217K
WTC
252
WhitTier Trust Company
Nevada
$217K
SWM
253
SVA Wealth Management
Wisconsin
$210K +$203K +4,498 New
PTC
254
Private Trust Company
Ohio
$207K +$141K +3,120 +236%
OA
255
Oxbow Advisors
Texas
$204K +$198K +4,382 New
SC
256
SouthState Corp
Florida
$201K -$13.1K -290 -6%
CAL
257
Capital Analysts LLC
Pennsylvania
$196K +$81.9K +1,810 +75%
PSUF
258
People's United Financial
Connecticut
$187K
RIA
259
Regal Investment Advisors
Michigan
$173K -$20.5K -454 -11%
MFBTD
260
MB Financial Bank - Trust Department
Illinois
$153K -$151K -3,336 -50%
NES
261
New England Securities
New York
$150K -$38.9K -860 -21%
HW
262
Hedeker Wealth
Illinois
$144K +$140K +3,090 New
WRM
263
Westport Resources Management
Connecticut
$140K
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K +$57K +1,260 +74%
ST
265
Smithfield Trust
Pennsylvania
$125K
RFS
266
Rockefeller Financial Services
New York
$112K
SSB
267
Sandy Spring Bank
Maryland
$94K -$1.36K -30 -1%
HRIA
268
Haberer Registered Investment Advisor
Ohio
$93K -$36.2K -800 -29%
FFC
269
First Financial Corp
Indiana
$91K
CAL
270
Capital Advisors Ltd
Ohio
$90K -$12.1K -268 -12%
NFG
271
Next Financial Group
Texas
$89K -$73.4K -1,624 -46%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$84.2K
CFA
273
Carroll Financial Associates
North Carolina
$84K -$57K -1,260 -41%
DSC
274
Duncker Streett & Co
Missouri
$83K
PO
275
Private Ocean
California
$82K