We are live on ! Find out more
IWP icon

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
AI
126
Atria Investments
North Carolina
$1.39M -$20.3K -448 -1%
TFA
127
Transamerica Financial Advisors
Florida
$1.34M +$1.29M +28,614 +22,355%
ANB
128
Amarillo National Bank
Texas
$1.34M +$61.5K +1,360 +5%
FUBT
129
First United Bank & Trust
Maryland
$1.33M +$88.6K +1,960 +7%
BUB
130
BBVA USA Bancshares
Texas
$1.32M -$8.32K -184 -0.6%
CDIA
131
Capital Directions Investment Advisors
Georgia
$1.28M +$8.14K +180 +0.7%
MCM
132
Murphy Capital Management
New Jersey
$1.27M -$8.5K -188 -0.7%
HC
133
HHG & Company
Connecticut
$1.19M +$115K +2,544 +11%
EWA
134
EP Wealth Advisors
California
$1.17M +$850K +18,788 +303%
GIA
135
GHP Investment Advisors
Colorado
$1.15M -$48.3K -1,068 -4%
Mariner
136
Mariner
Kansas
$1.12M +$196K +4,332 +22%
DWA
137
Dorsey Wright & Associates
California
$1.08M +$1.05M +23,192 New
William Blair & Company
138
William Blair & Company
Illinois
$1.07M +$215K +4,754 +26%
DDPIC
139
Deroy & Devereaux Private Investment Counsel
Michigan
$1.04M +$18.1K +400 +2%
HNB
140
Huntington National Bank
Ohio
$1.03M
TCM
141
TimesSquare Capital Management
New York
$1.02M -$90.4K -2,000 -8%
CWM
142
Cranbrook Wealth Management
Michigan
$1.01M -$38K -840 -4%
SWP
143
Stratos Wealth Partners
Ohio
$1.01M +$979K +21,646 New
BCM
144
Barometer Capital Management
Ontario, Canada
$998K +$45.2K +1,000 +5%
RFC
145
Regions Financial Corp
Alabama
$973K +$30.7K +678 +3%
SG Americas Securities
146
SG Americas Securities
New York
$958K -$1.34M -29,670 -59%
FCI
147
Financial Counselors Inc
Kansas
$940K -$26.5K -586 -3%
FAAS
148
First Allied Advisory Services
California
$923K +$560K +12,380 +164%
FIM
149
Freedom Investment Management
Connecticut
$922K +$331K +7,310 +59%
BPB
150
Badgley, Phelps & Bell
Washington
$921K