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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$274K +$33.1K +460 +13%
Luther King Capital Management (LKCM)
402
Luther King Capital Management (LKCM)
Texas
$273K
HB
403
Homrich & Berg
Georgia
$273K +$23.7K +330 +9%
CAL
404
Capital Advisors Ltd
Ohio
$272K +$27.3K +380 +11%
HFA
405
High Falls Advisors
New York
$271K +$144 +2 +0.1%
RhumbLine Advisers
406
RhumbLine Advisers
Massachusetts
$268K +$272K +3,790 New
William Blair Investment Management
407
William Blair Investment Management
Illinois
$263K -$97K -1,350 -27%
SCA
408
Sage Capital Advisors
South Dakota
$263K
FHA
409
Flagship Harbor Advisors
Massachusetts
$261K -$6.47K -90 -2%
CCMG
410
Clark Capital Management Group
Pennsylvania
$261K
HSA
411
HBK Sorce Advisory
Pennsylvania
$261K
LRPA
412
L. Roy Papp & Associates
Arizona
$261K
TSS
413
Two Sigma Securities
New York
$255K +$260K +3,614 New
HCM
414
Hollencrest Capital Management
California
$254K
Lazard Asset Management
415
Lazard Asset Management
New York
$254K
NAM
416
NTV Asset Management
West Virginia
$254K
VFA
417
Valeo Financial Advisors
Indiana
$252K -$8.62K -120 -3%
NWM
418
Northwest Wealth Management
Iowa
$252K
SXL
419
Summit X LLC
Missouri
$250K -$108K -1,500 -30%
DC
420
Davenport & Co
Virginia
$250K
GIA
421
Gladstone Institutional Advisory
Florida
$247K +$32.8K +456 +15%
AI
422
Atria Investments
North Carolina
$246K +$32.6K +454 +15%
TPA
423
Trivium Point Advisory
Connecticut
$243K -$243K -3,382 -49%
IC
424
Intersect Capital
California
$243K
VA
425
Valmark Advisers
Ohio
$238K -$12.4K -172 -5%