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iShares Russell Mid-Cap Growth ETF

582 hedge funds and large institutions have $7.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 220 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.09M

2% less capital invested

Capital invested by funds: $7.74B → $7.6B (-$138M)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

1.19% less ownership

Funds ownership: 143.08%141.89% (-1.2%)

1% less funds holding

Funds holding: 590582 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

35% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 220

Holders
582
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
12.76%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.59%
New
42
Increased
142
Reduced
220
Closed
44
Calls
$1.27M
Puts
$1.09M
Net Calls
+$184K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
326
Stratos Wealth Advisors
Ohio
$447K -$68.3K -950 -13%
LFG
327
LifePlan Financial Group
Ohio
$447K -$2.16K -30 -0.5%
CFGS
328
Concourse Financial Group Securities
Alabama
$441K -$203K -2,830 -31%
CCA
329
Clearwater Capital Advisors
Illinois
$440K -$8.62K -120 -2%
TC
330
Telemus Capital
Michigan
$440K +$26.2K +364 +6%
SFS
331
Sowell Financial Services
Arkansas
$438K +$446K +6,202 New
PAS
332
Park Avenue Securities
New York
$436K +$443K +6,168 New
GP
333
Girard Partners
Pennsylvania
$432K -$155K -2,160 -26%
ABTD
334
Arvest Bank Trust Division
Oklahoma
$426K +$433K +6,030 New
PA
335
Parallel Advisors
California
$423K +$144 +2 +0%
ATC
336
Argent Trust Co
Tennessee
$422K -$43.1K -600 -9%
AIM
337
Allen Investment Management
New York
$420K
FT
338
Fiduciary Trust
Massachusetts
$416K +$105K +1,458 +33%
CS
339
Comerica Securities
Michigan
$409K +$416K +5,782 New
GFS
340
GYL Financial Synergies
Connecticut
$408K -$52.3K -728 -11%
PFA
341
Pathway Financial Advisors
Vermont
$407K
YWP
342
YorkBridge Wealth Partners
New York
$405K +$1.15K +16 +0.3%
RIS
343
Retirement Income Solutions
Michigan
$404K -$8.48K -118 -2%
AL
344
Aspiriant LLC
California
$399K
SFM
345
Signet Financial Management
New Jersey
$398K -$7.76K -108 -2%
ESB
346
Essex Savings Bank
Connecticut
$398K +$362K +5,034 +839%
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$396K -$30.2K -420 -7%
BPWA
348
Beacon Pointe Wealth Advisors
California
$392K -$14.4K -200 -3%
CWP
349
Capital Wealth Planning
Florida
$389K +$28.7K +400 +8%
IWC
350
Integrated Wealth Concepts
Massachusetts
$388K +$87K +1,210 +28%