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iShares Russell Mid-Cap Growth ETF

276 hedge funds and large institutions have $2.96B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $866K | Put options by funds: $256K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

10% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 90

4.58% more ownership

Funds ownership: 116.2%120.78% (+4.6%)

5% more capital invested

Capital invested by funds: $2.83B → $2.96B (+$134M)

1% more funds holding

Funds holding: 274276 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
8.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
21
Increased
99
Reduced
90
Closed
15
Calls
$866K
Puts
$256K
Net Calls
+$610K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$917K -$8.39K -188 -0.9%
BCM
127
Barometer Capital Management
Ontario, Canada
$901K -$232K -5,200 -20%
KFS
128
KMS Financial Services
Washington
$895K +$116K +2,588 +15%
RFC
129
Regions Financial Corp
Alabama
$892K -$16.7K -374 -2%
BPB
130
Badgley, Phelps & Bell
Washington
$873K
Mariner
131
Mariner
Kansas
$867K +$191K +4,274 +28%
MC
132
Mathes Company
New York
$853K
CBU
133
CIBC Bank USA
Illinois
$827K -$36.2K -812 -4%
William Blair & Company
134
William Blair & Company
Illinois
$801K +$50.4K +1,130 +7%
OAM
135
Occidental Asset Management
California
$783K -$34.4K -770 -4%
Jane Street
136
Jane Street
New York
$759K +$767K +17,188 New
AIP
137
Ameritas Investment Partners
Nebraska
$744K -$39.7K -890 -5%
PAG
138
Private Advisor Group
New Jersey
$738K -$29.9K -670 -4%
WI
139
Wedgewood Investors
Pennsylvania
$724K -$35.6K -798 -5%
TI
140
Truepoint Inc
Ohio
$718K -$20.8K -466 -3%
JMPWA
141
JP Morgan Private Wealth Advisors
California
$714K +$72.8K +1,632 +11%
SCA
142
Stonebridge Capital Advisors
Minnesota
$700K +$140K +3,130 +25%
RG
143
Rathbones Group
United Kingdom
$684K -$53.6K -1,200 -7%
VIA
144
Virtus Investment Advisers
Connecticut
$675K -$23.2K -520 -3%
HCA
145
Harbour Capital Advisors
Virginia
$667K
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$657K +$117K +2,616 +21%
WCM
147
Wisconsin Capital Management
Wisconsin
$652K -$2.23K -50 -0.3%
DWM
148
Destination Wealth Management
California
$650K
AA
149
Alesco Advisors
New York
$632K -$123K -2,762 -16%
WSFS
150
Wilmington Savings Fund Society
Delaware
$616K