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iShares Russell Mid-Cap Growth ETF

315 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 124 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $475K

49% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 83

5.01% more ownership

Funds ownership: 126.8%131.81% (+5%)

0% more capital invested

Capital invested by funds: $4.09B → $4.09B (+$7.98M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

4% less funds holding

Funds holding: 329315 (-14)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
315
Holders Change
-14
Holders Change %
-4.26%
% of All Funds
8.49%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.59%
New
24
Increased
124
Reduced
83
Closed
31
Calls
$1.19M
Puts
$475K
Net Calls
+$716K
Net Calls Change
-$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
-$254K -5,196 Closed
UBWV
327
United Bank (West Virginia)
West Virginia
-$242K -4,950 Closed
HCM
328
Horrell Capital Management
Arkansas
-$237K -4,848 Closed
SHJ
329
Sharkey, Howes & Javer
Colorado
-$235K -4,800 Closed
CL
330
CIM LLC
New York
-$212K -4,330 Closed
SC
331
SouthState Corp
Florida
-$212K -4,312 Closed
VAM
332
Verity Asset Management
North Carolina
-$202K -4,124 Closed
TAM
333
Tocqueville Asset Management
New York
-$201K -4,100 Closed
BAM
334
Berkshire Asset Management
Pennsylvania
-$201K -4,098 Closed
LWCFA
335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$166K -3,400 Closed
TRCT
336
Tower Research Capital (TRC)
New York
-$26K -536 Closed
ASN
337
Advisory Services Network
Georgia
-$21K -420 Closed
HR
338
Howe & Rusling
New York
-$14K -280 Closed
CG
339
Colony Group
Massachusetts
-$12K -244 Closed
CYG
340
Clean Yield Group
Vermont
-$11K -230 Closed
IC
341
Intersect Capital
California
-$11K -230 Closed
CFN
342
Cordasco Financial Network
Florida
-$11K -218 Closed
KA
343
Klingman & Associates
New York
-$5K -102 Closed
W
344
Wealthfront
California
-$3K -62 Closed
CFA
345
Camarda Financial Advisors
Florida
-$3K -56 Closed