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iShares Russell Mid-Cap Growth ETF
370 hedge funds and large institutions have $4.07B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 87 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
344% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 16
44% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 87
16% more funds holding
Funds holding: 320 → 370 (+50)
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
9% more capital invested
Capital invested by funds: $3.74B → $4.07B (+$327M)
1.06% less ownership
Funds ownership: 131.53% → 130.47% (-1.1%)
Holders
370
Holders Change
+50
Holders Change %
+15.63%
% of All Funds
9.71%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
71
Increased
125
Reduced
87
Closed
16
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$649K
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$66.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$38.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$35.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$87.4M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$49.6M |
| 3 |
SIM
Sigma Investment Management
Portland,
Oregon
|
-$25.8M |
| 4 |
Bank of New York Mellon
New York
|
-$24M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Wellington Management Group
Boston,
Massachusetts
| – | -$592K | -13,352 | Closed |
|
377
Barclays
London,
United Kingdom
| – | -$434K | -9,802 | Closed |
|
|
BOS
378
Bingham Osborn & Scarborough
San Francisco,
California
| – | -$381K | -8,604 | Closed |
|
379
Two Sigma Investments
New York
| – | -$337K | -7,600 | Closed |
|
|
VFA
380
Voya Financial Advisors
Windsor,
Connecticut
| – | -$264K | -6,068 | Closed |
|
|
DIA
381
Dana Investment Advisors
Waukesha,
Wisconsin
| – | -$211K | -4,772 | Closed |
|
382
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$209K | -4,744 | Closed |
|
|
RIA
383
Regal Investment Advisors
Kentwood,
Michigan
| – | -$160K | -3,614 | Closed |
|
384
SG Americas Securities
New York
| – | -$143K | -3,226 | Closed |
|
|
WCM
385
Windsor Capital Management
Phoenix,
Arizona
| – | -$20K | -470 | Closed |
|
|
BCM
386
Brookstone Capital Management
Wheaton,
Illinois
| – | -$10K | -226 | Closed |
|
|
WA
387
Waverly Advisors
Birmingham,
Alabama
| – | -$4K | -100 | Closed |
|