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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
CMO
51
Covenant Multifamily Offices
Texas
$11.1M
CIM
52
Confluence Investment Management
Missouri
$10.5M +$374K +8,082 +4%
BCIM
53
Bishop & Co Investment Management
Pennsylvania
$10.4M -$4.72K -102 -0%
OCM
54
One Capital Management
California
$9.86M -$204K -4,420 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$9.16M +$1.92M +41,528 +27%
Comerica Bank
56
Comerica Bank
Texas
$9.11M +$119K +2,578 +1%
SFSG
57
Stearns Financial Services Group
North Carolina
$8.95M -$20.4K -440 -0.2%
I2I
58
Insight 2811 Inc
Illinois
$8.89M -$749K -16,192 -8%
AG
59
Advisor Group
Arizona
$8.82M +$8.72M +188,548 New
IIC
60
Integrated Investment Consultants
Michigan
$8.68M +$2.83M +61,098 +49%
BPB
61
Badgley, Phelps & Bell
Washington
$8.47M +$447K +9,658 +6%
MA
62
MCF Advisors
Kentucky
$8.42M +$298K +6,452 +4%
CA
63
Cetera Advisors
Colorado
$8.39M -$298K -6,440 -3%
SCM
64
Sterling Capital Management
North Carolina
$8.29M -$927K -20,040 -10%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$8.1M +$296K +6,408 +4%
WIC
66
Whitegate Investment Counselors
New Hampshire
$7.96M +$7.86M +170,010 New
MA
67
MUFG Americas
New York
$7.93M +$931K +20,134 +13%
CAN
68
Cetera Advisor Networks
California
$7.8M -$82.1K -1,774 -1%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$7.53M +$917K +19,824 +14%
Victory Capital Management
70
Victory Capital Management
Texas
$7.5M -$1.79M -38,722 -19%
LFWA
71
LBJ Family Wealth Advisors
Texas
$7.49M
FMT
72
First Mercantile Trust
Tennessee
$7.2M +$124K +2,678 +2%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$7.07M +$2.17M +46,950 +45%
Northern Trust
74
Northern Trust
Illinois
$6.66M +$2.33M +50,442 +55%
CL
75
Choreo LLC
Illinois
$6.18M +$79.4K +1,716 +1%