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iShares Russell Mid-Cap Growth ETF

276 hedge funds and large institutions have $2.96B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $866K | Put options by funds: $256K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

10% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 90

4.58% more ownership

Funds ownership: 116.2%120.78% (+4.6%)

5% more capital invested

Capital invested by funds: $2.83B → $2.96B (+$134M)

1% more funds holding

Funds holding: 274276 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
8.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
21
Increased
99
Reduced
90
Closed
15
Calls
$866K
Puts
$256K
Net Calls
+$610K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$28.5M +$344K +7,708 +1%
I2I
27
Insight 2811 Inc
Illinois
$28.3M +$611K +13,680 +2%
PWAG
28
Polaris Wealth Advisory Group
California
$20.7M -$659K -14,768 -3%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$20.1M -$292K -6,540 -1%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$18.2M -$516K -11,566 -3%
BCI
31
Brinker Capital Investments
Pennsylvania
$16.2M +$250K +5,594 +2%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$15.7M -$689K -15,430 -4%
TCT
33
TIAA CREF Trust
Missouri
$14.3M +$411K +9,212 +3%
ANTB
34
AMG National Trust Bank
Colorado
$13.9M -$2.23M -49,986 -14%
BF
35
BOK Financial
Oklahoma
$12.9M +$59.5K +1,334 +0.5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$12.6M +$5.32M +119,094 +72%
JFG
37
JMG Financial Group
Illinois
$11.9M +$35.4K +794 +0.3%
CNB
38
City National Bank
California
$11M +$569K +12,740 +5%
Comerica Bank
39
Comerica Bank
Texas
$10.5M +$76K +1,702 +0.7%
MA
40
MUFG Americas
New York
$10.2M +$421K +9,424 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$9.64M -$371K -8,322 -4%
Truist Financial
42
Truist Financial
North Carolina
$9.29M +$3.28M +73,476 +54%
MA
43
MCF Advisors
Kentucky
$8.45M +$138K +3,098 +2%
MAA
44
Managed Account Advisors
New Jersey
$8.32M +$2.71M +60,798 +48%
B
45
Baird
Wisconsin
$8.04M +$4.99M +111,900 +160%
CAN
46
Cetera Advisor Networks
California
$7.81M +$33.9K +760 +0.4%
HFS
47
HL Financial Services
Kentucky
$7.76M -$104K -2,334 -1%
AIG
48
American International Group
New York
$7.75M +$1.1M +24,710 +16%
SFSG
49
Stearns Financial Services Group
North Carolina
$7.61M +$52K +1,166 +0.7%
OCM
50
One Capital Management
California
$7.54M +$52.8K +1,184 +0.7%