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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
QAM
276
QCI Asset Management
New York
$79K
RC
277
RegentAtlantic Capital
New Jersey
$76.4K +$74.2K +1,640 New
KPCM
278
Kings Point Capital Management
New York
$74K
ACS
279
Archford Capital Strategies
Illinois
$73K
Lazard Asset Management
280
Lazard Asset Management
New York
$65K
WTB
281
Washington Trust Bank
Washington
$63K +$53.7K +1,188 +752%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$59K
CFA
283
CT Financial Advisors
Pennsylvania
$57K +$55.3K +1,222 New
LWM
284
LBA Wealth Management
Florida
$53K
MAM
285
Meeder Asset Management
Ohio
$44K +$34.4K +760 +392%
SNT
286
Security National Trust
West Virginia
$43K +$21.1K +466 +102%
RNS
287
Robert N. Shapiro
$40K
FNBSF
288
First National Bank Sioux Falls
South Dakota
$39K +$35.9K +794 +2,089%
BRWM
289
B. Riley Wealth Management
Tennessee
$34K +$25.9K +572 +321%
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$32K
OIA
291
Optimum Investment Advisors
Illinois
$32K
FANJ
292
Financial Architects (New Jersey)
New Jersey
$28K
WA
293
Winfield Associates
Ohio
$28K
DAM
294
Delta Asset Management
Tennessee
$27K
CHC
295
City Holding Co
West Virginia
$21K
VIA
296
Vantage Investment Advisors
Pennsylvania
$21K
AssetMark Inc
297
AssetMark Inc
California
$21K +$20.1K +444 New
WEC
298
Winslow Evans & Crocker
Massachusetts
$19.6K
FWM
299
Focused Wealth Management
New York
$19K +$90 +2 +0.5%
BKA
300
Brick & Kyle Associates
Pennsylvania
$19K +$18.1K +400 New