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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
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$3.74M -$84.6K -1,870 -2%
SAM
77
Sequent Asset Management
Texas
$3.63M
B
78
Baird
Wisconsin
$3.48M -$4.85M -107,356 -59%
BTS
79
BB&T Securities
Virginia
$3.47M -$90 -2 -0%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$89.9K +1,988 +3%
V
81
Veritable
Delaware
$3.35M -$573K -12,680 -15%
FBNAT
82
FirstMerit Bank N.A. Trustee
Ohio
$3.34M -$95.2K -2,106 -3%
WB
83
WesBanco Bank
West Virginia
$3.23M +$1.36K +30 +0%
GFG
84
Gray Financial Group
Georgia
$3.18M +$3.09M +68,284 New
CBU
85
CIBC Bank USA
Illinois
$3.11M +$2.17M +48,000 +256%
BAM
86
Barrett Asset Management
New York
$3.03M -$4.79K -106 -0.2%
TRCT
87
Tower Research Capital (TRC)
New York
$3M +$2.92M +64,472 New
JWM
88
Jacobus Wealth Management
Wisconsin
$3M +$343K +7,578 +13%
CTC
89
Central Trust Company
Missouri
$2.98M +$163K +3,606 +6%
ACM
90
Argentus Capital Management
Texas
$2.94M +$352K +7,790 +14%
GW
91
GW & Wade
Massachusetts
$2.93M +$28.3K +626 +1%
SCA
92
Strategic Capital Alternatives
United States
$2.87M -$110K -2,422 -4%
KCM
93
Karp Capital Management
California
$2.87M +$2.78M +61,580 New
Victory Capital Management
94
Victory Capital Management
Texas
$2.79M +$2.71M +59,950 New
LFG
95
LifePlan Financial Group
Ohio
$2.77M -$433K -9,576 -14%
FC
96
Forte Capital
New York
$2.72M +$2.26K +50 +0.1%
AT
97
Arden Trust
Delaware
$2.63M -$91.1K -2,014 -3%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$2.62M +$665K +14,700 +35%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.6M -$10.4M -229,448 -80%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$2.57M -$21.9K -484 -0.9%