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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
AIG
51
American International Group
New York
$8.73M +$540K +11,948 +7%
OCM
52
One Capital Management
California
$8.38M +$413K +9,132 +5%
CAN
53
Cetera Advisor Networks
California
$8.25M -$3.8K -84 -0%
SFSG
54
Stearns Financial Services Group
North Carolina
$8.19M +$154K +3,396 +2%
HFS
55
HL Financial Services
Kentucky
$8.13M -$62.2K -1,376 -0.8%
PI
56
Placemark Investments
Illinois
$6.44M +$2.18M +48,226 +54%
LFWA
57
LBJ Family Wealth Advisors
Texas
$6.14M +$5.96M +131,722 New
BIM
58
BlackRock Investment Management
Delaware
$6.05M +$4.02M +88,804 +216%
FMT
59
First Mercantile Trust
Tennessee
$5.94M -$170K -3,756 -3%
NIP
60
Nicholas Investment Partners
California
$5.68M +$5.51M +121,856 New
SIM
61
Strategic Income Management
Washington
$5.63M +$5.47M +120,900 New
F
62
FolioMetrix
Nebraska
$5.59M +$5.47M +120,946 New
CA
63
Cetera Advisors
Colorado
$5.49M +$446K +9,860 +9%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$5.33M +$5.17M +114,382 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$5.28M -$912K -20,170 -15%
MBT
66
Monroe Bank & Trust
Michigan
$4.86M +$42.4K +938 +0.9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$4.59M +$819K +18,118 +23%
DGI
68
Disciplined Growth Investors
Minnesota
$4.45M -$1.28M -28,200 -23%
PSI
69
Pinnacle Summer Investments
Virginia
$4.39M +$1.91M +42,316 +79%
Northern Trust
70
Northern Trust
Illinois
$4.21M -$58K -1,282 -1%
HS
71
Huntington Steele
Pennsylvania
$4.14M +$128K +2,838 +3%
Ameriprise
72
Ameriprise
Minnesota
$4.04M +$74.1K +1,638 +2%
MAS
73
Madden Advisory Services
Florida
$3.99M +$2.14M +47,358 +11,495%
MMLI
74
Massachusetts Mutual Life Insurance
Massachusetts
$3.83M +$391K +8,636 +12%
CAM
75
Congress Asset Management
Massachusetts
$3.78M +$3.67M +81,136 New