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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
CFB
501
Cullen/Frost Bankers
Texas
$64K
JCM
502
Jacobi Capital Management
Pennsylvania
$61K +$144 +2 +0.2%
SNT
503
Security National Trust
West Virginia
$60K
MIM
504
Macroview Investment Management
Maryland
$59K -$43.7K -608 -42%
JGIA
505
Jackson Grant Investment Advisers
Connecticut
$58K
HR
506
Howe & Rusling
New York
$57K
RIA
507
Realta Investment Advisors
Delaware
$53K
PB
508
Pinnacle Bancorp
Nebraska
$52K
NCM
509
Next Capital Management
New York
$51K
FANJ
510
Financial Architects (New Jersey)
New Jersey
$51K +$1.29K +18 +3%
FA
511
Fortis Advisors
Pennsylvania
$50K -$13.4K -186 -21%
OIA
512
Optimum Investment Advisors
Illinois
$49K -$28.7K -400 -37%
PCTC
513
Perkins Coie Trust Company
Washington
$49K
SFC
514
SYM Financial Corp
Indiana
$47K
WB
515
Webster Bank
Connecticut
$47K
CB
516
Community Bank
New York
$46K
MSFP
517
Mark Sheptoff Financial Planning
Connecticut
$45K +$45.3K +630 New
TA
518
Thor Advisors
New York
$45K +$45.7K +636 New
HDIM
519
Hanson & Doremus Investment Management
Vermont
$44K
RFM
520
Royal Fund Management
Florida
$42K
WP
521
WealthShield Partners
North Carolina
$41K
FWM
522
Focused Wealth Management
New York
$40K
SIM
523
Sonora Investment Management
Arizona
$40K
BFC
524
Bedel Financial Consulting
Indiana
$39K
SWA
525
Sutton Wealth Advisors
Florida
$38.7K