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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
CMO
51
Covenant Multifamily Offices
Texas
$7.2M +$35.1K +786 +0.5%
CS
52
Credit Suisse
Switzerland
$7.17M -$3.32M -74,484 -31%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$5.89M +$137K +3,076 +2%
FMT
54
First Mercantile Trust
Tennessee
$5.79M -$179K -4,010 -3%
DGI
55
Disciplined Growth Investors
Minnesota
$5.46M -$1.64M -36,650 -23%
RJA
56
Raymond James & Associates
Florida
$5.09M -$3.59M -80,530 -41%
CA
57
Cetera Advisors
Colorado
$4.77M +$82.2K +1,842 +2%
MBT
58
Monroe Bank & Trust
Michigan
$4.57M -$280K -6,284 -6%
MCM
59
Munder Capital Management
Michigan
$4.53M +$4.52M +101,300 +8,809%
Citigroup
60
Citigroup
New York
$4.26M +$211K +4,736 +5%
SWM
61
Strategic Wealth Management
Washington
$4.2M +$4.24M +95,018 New
Northern Trust
62
Northern Trust
Illinois
$4.04M -$939K -21,044 -19%
PI
63
Placemark Investments
Illinois
$3.97M -$694K -15,540 -15%
HS
64
Huntington Steele
Pennsylvania
$3.8M +$30.6K +686 +0.8%
V
65
Veritable
Delaware
$3.73M -$22.3K -500 -0.6%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$3.63M -$126K -2,820 -3%
Ameriprise
67
Ameriprise
Minnesota
$3.58M +$1.15M +25,700 +43%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$3.55M +$174K +3,904 +5%
SAM
69
Sequent Asset Management
Texas
$3.44M
BTS
70
BB&T Securities
Virginia
$3.29M +$74.4K +1,666 +29%
FBNAT
71
FirstMerit Bank N.A. Trustee
Ohio
$3.26M -$14.5K -324 -0.4%
MMLI
72
Massachusetts Mutual Life Insurance
Massachusetts
$3.24M +$55.8K +1,250 +2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$3.18M +$650K +14,564 +25%
WB
74
WesBanco Bank
West Virginia
$3.06M +$218K +4,892 +8%
LFG
75
LifePlan Financial Group
Ohio
$3.04M +$2.43M +54,546 +379%