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iShares Russell Mid-Cap Growth ETF

347 hedge funds and large institutions have $4.01B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $620K

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

0% less capital invested

Capital invested by funds: $4.02B → $4.01B (-$10.8M)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

2% less funds holding

Funds holding: 355347 (-8)

2.64% less ownership

Funds ownership: 132.66%130.01% (-2.6%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
29
Increased
109
Reduced
114
Closed
33
Calls
$2.93M
Puts
$620K
Net Calls
+$2.31M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
326
Brick & Kyle Associates
Pennsylvania
$19K
FWM
327
Focused Wealth Management
New York
$19K
FAM
328
Fred Alger Management
New York
$18K +$17.7K +382 New
MWM
329
MinichMacGregor Wealth Management
New York
$16K
ARMC
330
American Research & Management Company
Massachusetts
$13K
ADL
331
Asset Dedication LLC
California
$12K
CYG
332
Clean Yield Group
Vermont
$11K
TDC
333
Thompson Davis & Co
Virginia
$11K
HI
334
Hudock Inc
Pennsylvania
$9K
IF
335
Ironwood Financial
Arizona
$9K
JIC
336
Joel Isaacson & Co
New York
$9K
AIM
337
Advantage Investment Management
Iowa
$9K +$8.97K +194 New
BAM
338
Brave Asset Management
New Jersey
$8K
DAM
339
Delta Asset Management
Tennessee
$8K
RCA
340
Rowland Carmichael Advisors
Arizona
$6K -$4.35K -94 -44%
PFG
341
Pacific Financial Group
Washington
$6K +$5.92K +128 New
GAM
342
Gemmer Asset Management
California
$4K +$93 +2 +2%
CTB
343
Country Trust Bank
Illinois
$3K +$3.42K +74 New
SIM
344
Sonora Investment Management
Arizona
$2.25K
VNA
345
Valley National Advisers
Pennsylvania
$2K +$2.22K +48 New
TFA
346
Transamerica Financial Advisors
Florida
$1K -$50.2K -1,086 -99%
RFA
347
Reilly Financial Advisors
California
$1K
Neuberger Berman Group
348
Neuberger Berman Group
New York
-$12.1M -262,684 Closed
AssetMark Inc
349
AssetMark Inc
California
-$4M -86,768 Closed
RhumbLine Advisers
350
RhumbLine Advisers
Massachusetts
-$3.77M -81,700 Closed