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iShares Russell Mid-Cap Growth ETF

315 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 124 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $475K

49% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 83

5.01% more ownership

Funds ownership: 126.8%131.81% (+5%)

0% more capital invested

Capital invested by funds: $4.09B → $4.09B (+$7.98M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

4% less funds holding

Funds holding: 329315 (-14)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
315
Holders Change
-14
Holders Change %
-4.26%
% of All Funds
8.49%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.59%
New
24
Increased
124
Reduced
83
Closed
31
Calls
$1.19M
Puts
$475K
Net Calls
+$716K
Net Calls Change
-$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$4.62M +$313K +6,332 +7%
MBT
77
Monroe Bank & Trust
Michigan
$4.46M -$368K -7,464 -8%
HS
78
Huntington Steele
Pennsylvania
$4.41M +$209K +4,228 +5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$4.38M +$245K +4,954 +6%
CBU
80
CIBC Bank USA
Illinois
$4.31M +$798K +16,176 +22%
RBA
81
Richard Bernstein Advisors
New York
$4.03M +$3.78M +76,496 +1,134%
JWM
82
Jacobus Wealth Management
Wisconsin
$3.94M +$689K +13,960 +21%
CTC
83
Central Trust Company
Missouri
$3.84M +$366K +7,416 +10%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$3.82M -$33.4K -676 -0.8%
SAM
85
Sequent Asset Management
Texas
$3.77M
Baird Financial Group
86
Baird Financial Group
Wisconsin
$3.77M +$3.85M +77,910 New
UCFA
87
United Capital Financial Advisors
Texas
$3.57M +$775K +15,708 +27%
HighTower Advisors
88
HighTower Advisors
Illinois
$3.55M +$2.54M +51,522 +237%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$3.54M -$417K -8,456 -10%
KCM
90
Karp Capital Management
California
$3.45M +$344K +6,970 +11%
WB
91
WesBanco Bank
West Virginia
$3.36M -$3.75K -76 -0.1%
WC
92
Whitnell & Co
Illinois
$3.34M +$3.41M +68,990 New
FBNAT
93
FirstMerit Bank N.A. Trustee
Ohio
$3.24M -$206K -4,182 -6%
V
94
Veritable
Delaware
$3.2M -$286K -5,798 -8%
Barclays
95
Barclays
United Kingdom
$3.04M +$167K +3,378 +6%
Jane Street
96
Jane Street
New York
$3M -$8.19M -165,876 -73%
OAM
97
Occidental Asset Management
California
$2.91M +$176K +3,558 +6%
Northern Trust
98
Northern Trust
Illinois
$2.79M -$536K -10,858 -16%
FC
99
Forte Capital
New York
$2.76M +$1.97K +40 +0.1%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$2.63M -$39.5K -800 -1%