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iShares Russell Mid-Cap Growth ETF

364 hedge funds and large institutions have $4.15B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

5% more funds holding

Funds holding: 347364 (+17)

4% more capital invested

Capital invested by funds: $4.01B → $4.15B (+$140M)

1% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

3% less ownership

Funds ownership: 130.01%127.01% (-3%)

39% less call options, than puts

Call options by funds: $6.87M | Put options by funds: $11.2M

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
9.71%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
46
Increased
110
Reduced
109
Closed
20
Calls
$6.87M
Puts
$11.2M
Net Calls
-$4.32M
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
FCG Advisors
New Jersey
$5.65M -$7.47K -154 -0.1%
EB
77
Eastern Bank
Massachusetts
$5.61M +$5.59M +115,194 New
JWM
78
Jacobus Wealth Management
Wisconsin
$5.47M +$243K +5,004 +5%
Citigroup
79
Citigroup
New York
$5.31M +$194K +4,006 +4%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$5.22M +$257K +5,292 +5%
CIM
81
Confluence Investment Management
Missouri
$5.19M -$5.74M -118,422 -53%
FC
82
Forte Capital
New York
$4.86M -$10.7K -220 -0.2%
GWA
83
Guidant Wealth Advisors
Illinois
$4.86M +$4.89M +100,746 New
MBT
84
Monroe Bank & Trust
Michigan
$4.73M +$214K +4,406 +5%
Axa
85
Axa
France
$4.73M
Northern Trust
86
Northern Trust
Illinois
$4.7M -$2.23M -45,916 -32%
SWPG
87
Strategic Wealth Partners Group
Illinois
$4.69M -$47.6K -982 -1%
HS
88
Huntington Steele
Pennsylvania
$4.44M -$17.7K -366 -0.4%
CTC
89
Central Trust Company
Missouri
$4.29M -$208K -4,286 -5%
TI
90
Truepoint Inc
Ohio
$4.26M -$8.44K -174 -0.2%
OAM
91
Occidental Asset Management
California
$3.98M +$730K +15,046 +23%
SAM
92
Sequent Asset Management
Texas
$3.79M
CAM
93
Congress Asset Management
Massachusetts
$3.65M +$2.75M +56,760 +312%
BTS
94
BB&T Securities
Virginia
$3.63M +$3.13M +64,546 +638%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$3.59M -$71.5K -1,474 -2%
DJSG
96
D.J. St. Germain
Massachusetts
$3.27M +$1.1M +22,690 +51%
CG
97
Corundum Group
Colorado
$3.24M
V
98
Veritable
Delaware
$3.21M
GFG
99
Gray Financial Group
Georgia
$3.09M
PFM
100
Parsec Financial Management
North Carolina
$3.05M +$109K +2,240 +4%