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iShares Russell Mid-Cap Growth ETF

347 hedge funds and large institutions have $4.01B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $620K

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

0% less capital invested

Capital invested by funds: $4.02B → $4.01B (-$10.8M)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

2% less funds holding

Funds holding: 355347 (-8)

2.64% less ownership

Funds ownership: 132.66%130.01% (-2.6%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
29
Increased
109
Reduced
114
Closed
33
Calls
$2.93M
Puts
$620K
Net Calls
+$2.31M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
26
Polaris Wealth Advisory Group
California
$26.9M -$760K -16,436 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$26.1M -$540K -11,682 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.8M +$796K +17,210 +3%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$25.5M -$107K -2,310 -0.4%
CS
30
Credit Suisse
Switzerland
$23.2M +$8.22M +177,704 +56%
Ameriprise
31
Ameriprise
Minnesota
$19.8M +$6.09M +131,624 +45%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$18.2M -$359K -7,754 -2%
Truist Financial
33
Truist Financial
North Carolina
$18M +$796K +17,202 +5%
KeyBank National Association
34
KeyBank National Association
Ohio
$17.6M -$2.12M -45,912 -11%
LPL Financial
35
LPL Financial
California
$17.5M -$111M -2,406,454 -87%
Creative Planning
36
Creative Planning
Kansas
$16.3M +$94.1K +2,034 +0.6%
BF
37
BOK Financial
Oklahoma
$15.8M +$1.21M +26,150 +8%
NFG
38
Noven Financial Group
Colorado
$15.3M +$291K +6,282 +2%
MNA
39
Manning & Napier Advisors
New York
$15M
RJA
40
Raymond James & Associates
Florida
$14.9M -$199K -4,298 -1%
AI
41
Accredited Investors
Minnesota
$14.6M -$1.44M -31,168 -9%
UB
42
UMB Bank
Missouri
$14.2M +$803K +17,360 +6%
ANTB
43
AMG National Trust Bank
Colorado
$14M -$651K -14,070 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$12.8M -$2.22M -47,974 -15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$12.2M +$7.09M +153,156 +143%
NP
46
NorthRock Partners
Minnesota
$11.7M +$53.6K +1,158 +0.5%
Stifel Financial
47
Stifel Financial
Missouri
$11.5M +$796K +17,212 +8%
JFG
48
JMG Financial Group
Illinois
$11.5M -$553K -11,946 -5%
MML Investors Services
49
MML Investors Services
Massachusetts
$11.4M +$107K +2,304 +1%
BC
50
Brinker Capital
Pennsylvania
$11.1M -$19.2K -416 -0.2%