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iShares Russell Mid-Cap Growth ETF

355 hedge funds and large institutions have $4.02B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $934K | Put options by funds: $378K

2.19% more ownership

Funds ownership: 130.47%132.66% (+2.2%)

1% less capital invested

Capital invested by funds: $4.07B → $4.02B (-$50.1M)

4% less funds holding

Funds holding: 370355 (-15)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

Holders
355
Holders Change
-15
Holders Change %
-4.05%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
36
Increased
105
Reduced
131
Closed
46
Calls
$934K
Puts
$378K
Net Calls
+$556K
Net Calls Change
-$944K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
26
Zions Bancorporation
Utah
$28.7M -$891K -20,636 -3%
PWAG
27
Polaris Wealth Advisory Group
California
$27.2M -$9.31M -215,648 -27%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$26.2M +$8.03M +186,036 +49%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$25.2M +$1.66M +38,536 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$24.6M -$1.49M -34,540 -6%
KeyBank National Association
31
KeyBank National Association
Ohio
$19.5M -$1.55M -35,926 -8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$18.3M -$215K -4,976 -1%
Truist Financial
33
Truist Financial
North Carolina
$16.9M +$2.76M +63,884 +21%
Creative Planning
34
Creative Planning
Kansas
$16M -$3.45M -79,982 -19%
AI
35
Accredited Investors
Minnesota
$15.8M -$8.56M -198,132 -37%
S
36
SignatureFD
Georgia
$15.2M -$522K -12,098 -4%
RJA
37
Raymond James & Associates
Florida
$14.9M -$6.77M -156,774 -33%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$14.8M -$3.3M -76,446 -19%
NFG
39
Noven Financial Group
Colorado
$14.8M +$13.9M +321,498 New
CS
40
Credit Suisse
Switzerland
$14.6M +$9.65M +223,420 +238%
ANTB
41
AMG National Trust Bank
Colorado
$14.5M -$1.33M -30,768 -9%
BF
42
BOK Financial
Oklahoma
$14.4M +$293K +6,792 +2%
Ameriprise
43
Ameriprise
Minnesota
$13.4M -$470K -10,882 -4%
UB
44
UMB Bank
Missouri
$13.2M +$7.93M +183,540 +179%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$12.1M +$527K +12,196 +5%
JFG
46
JMG Financial Group
Illinois
$11.8M -$181K -4,184 -2%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$11.6M +$1.4M +32,400 +15%
NP
48
NorthRock Partners
Minnesota
$11.5M -$2.93M -67,780 -21%
MML Investors Services
49
MML Investors Services
Massachusetts
$11.2M +$2.1M +48,722 +25%
BC
50
Brinker Capital
Pennsylvania
$10.9M +$11.3K +262 +0.1%