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iShares Russell Mid-Cap Growth ETF

582 hedge funds and large institutions have $7.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 220 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.09M

2% less capital invested

Capital invested by funds: $7.74B → $7.6B (-$138M)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

1.19% less ownership

Funds ownership: 143.08%141.89% (-1.2%)

1% less funds holding

Funds holding: 590582 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

35% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 220

Holders
582
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
12.76%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.59%
New
42
Increased
142
Reduced
220
Closed
44
Calls
$1.27M
Puts
$1.09M
Net Calls
+$184K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
76
HM Payson & Co
Maine
$10.4M -$173K -2,412 -2%
SFSG
77
Stearns Financial Services Group
North Carolina
$9.55M -$214K -2,980 -2%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$9.49M +$9.44M +131,298 +4,497%
Stifel Financial
79
Stifel Financial
Missouri
$9.48M -$3.18M -44,280 -25%
MA
80
MUFG Americas
New York
$8.6M -$804K -11,188 -8%
WIC
81
Whitegate Investment Counselors
New Hampshire
$8.39M +$160K +2,220 +2%
TI
82
Truepoint Inc
Ohio
$8.28M -$43.4K -604 -0.5%
UCFA
83
United Capital Financial Advisors
Texas
$8.17M +$2.88M +40,144 +53%
KCM
84
Karp Capital Management
California
$8.1M +$115K +1,600 +1%
HighTower Advisors
85
HighTower Advisors
Illinois
$7.83M -$14.7K -204 -0.2%
CRC
86
Curi RMB Capital
Illinois
$7.75M -$453K -6,304 -5%
FMT
87
First Mercantile Trust
Tennessee
$7.74M -$97.3K -1,354 -1%
TA
88
TCG Advisors
Texas
$7.52M +$10.1K +140 +0.1%
CWM
89
Connecticut Wealth Management
Connecticut
$7.31M
WB
90
WesBanco Bank
West Virginia
$7.22M -$43.4K -604 -0.6%
SEI Investments
91
SEI Investments
Pennsylvania
$6.96M +$2.48M +34,576 +217%
BC
92
Bartlett & Co
Ohio
$6.93M -$686K -9,544 -9%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$6.93M -$686K -9,544 -9%
BCM
94
Brookstone Capital Management
Illinois
$6.83M +$1.4M +19,486 +25%
RCM
95
RNC Capital Management
California
$6.73M -$131K -1,820 -2%
PFPT
96
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.73M +$52.6K +732 +0.8%
KFP
97
KMG Fiduciary Partners
Ohio
$6.61M +$53K +738 +0.8%
HH
98
HWG Holdings
Texas
$6.45M +$378K +5,254 +6%
Mariner
99
Mariner
Kansas
$6.27M -$273K -3,792 -4%
SPIA
100
Steward Partners Investment Advisory
New York
$6.21M +$2.02M +28,114 +47%