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iShares Russell Mid-Cap Growth ETF

323 hedge funds and large institutions have $3.63B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 15

105% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.3M

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $2.96B → $3.63B (+$663M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 276323 (+47)

5.12% more ownership

Funds ownership: 120.78%125.9% (+5.1%)

Holders
323
Holders Change
+47
Holders Change %
+17.03%
% of All Funds
8.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
66
Increased
113
Reduced
78
Closed
15
Calls
$2.68M
Puts
$1.3M
Net Calls
+$1.37M
Net Calls Change
+$761K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34.7M -$253K -5,590 -0.7%
Citigroup
27
Citigroup
New York
$34.2M +$28.8M +637,698 +661%
MAA
28
Managed Account Advisors
New Jersey
$30.9M +$21.5M +474,688 +252%
KeyBank National Association
29
KeyBank National Association
Ohio
$28.8M -$1.26M -27,904 -4%
I2I
30
Insight 2811 Inc
Illinois
$28.4M -$1.5M -33,200 -5%
Comerica Bank
31
Comerica Bank
Texas
$22.2M +$10.9M +239,946 +101%
CMO
32
Covenant Multifamily Offices
Texas
$21.9M +$13.8M +306,102 +188%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$19M -$193K -4,272 -1%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$16.6M +$88.2K +1,950 +0.5%
TCT
35
TIAA CREF Trust
Missouri
$14.8M -$274K -6,058 -2%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$14.5M +$14.1M +311,380 New
NFG
37
Noven Financial Group
Colorado
$14.3M +$13.8M +306,068 New
BCI
38
Brinker Capital Investments
Pennsylvania
$13.9M -$3.06M -67,644 -18%
ANTB
39
AMG National Trust Bank
Colorado
$13.2M -$1.42M -31,402 -10%
BF
40
BOK Financial
Oklahoma
$13.1M -$526K -11,640 -4%
JFG
41
JMG Financial Group
Illinois
$12.3M -$273K -6,026 -2%
CNB
42
City National Bank
California
$12M +$373K +8,242 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$11.5M +$8.37M +185,188 +303%
MA
44
MUFG Americas
New York
$10.9M +$164K +3,618 +2%
RJA
45
Raymond James & Associates
Florida
$10.9M +$5.32M +117,572 +102%
Truist Financial
46
Truist Financial
North Carolina
$10.5M +$715K +15,808 +8%
CS
47
Credit Suisse
Switzerland
$9.97M +$2.33M +51,470 +32%
BFA
48
Beaumont Financial Advisors
Massachusetts
$9.7M +$9.41M +208,010 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$9.48M -$675K -14,930 -7%
MA
50
MCF Advisors
Kentucky
$9.27M +$93.4K +2,066 +1%