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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
SIG
301
Stanford Investment Group
California
$16K +$15.1K +334 New
GWA
302
Genesis Wealth Advisors
Massachusetts
$14.8K +$13.6K +300 New
FCCM
303
First City Capital Management
Georgia
$14.5K
ARMC
304
American Research & Management Company
Massachusetts
$13K
HR
305
Howe & Rusling
New York
$13K
CC
306
Cassaday & Co
Virginia
$12K +$24.1K +532 New
S
307
SignatureFD
Georgia
$11K
IC
308
Intersect Capital
California
$11K +$10.4K +230 New
CFN
309
Cordasco Financial Network
Florida
$10K
RMAM
310
Raab & Moskowitz Asset Management
New Jersey
$10K +$9.86K +218 New
PWM
311
ParenteBeard Wealth Management
Pennsylvania
$9.28K -$485K -10,730 -86%
TDC
312
Thompson Davis & Co
Virginia
$9K +$1.81K +40 +25%
IF
313
Ironwood Financial
Arizona
$9K +$8.5K +188 New
BAM
314
Brave Asset Management
New Jersey
$8K
PFG
315
Pacific Financial Group
Washington
$6K
ASN
316
Advisory Services Network
Georgia
$6K +$5.61K +124 New
TCOV
317
Trust Company of Vermont
Vermont
$5K
GAM
318
Gemmer Asset Management
California
$4K
KA
319
Klingman & Associates
New York
$4K +$4.61K +102 New
CFA
320
Camarda Financial Advisors
Florida
$3K
RFA
321
Reilly Financial Advisors
California
$3K
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45K -$8.14K -180 -0.3%
BRWA
323
B. Riley Wealth Advisors
Florida
$118 +$114K +2,522 New
SWM
324
Strategic Wealth Management
Washington
-$4.2M -95,018 Closed
OC
325
Oakworth Capital
Alabama
-$1.77M -38,894 Closed