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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
FHA
151
First Horizon Advisors
Tennessee
$614K +$3.04K +68 +0.5%
FNT
152
First National Trust
Pennsylvania
$596K -$17K -380 -3%
FTIOP
153
Fiduciary Trust International of Pennsylvania
Pennsylvania
$552K -$22.9K -514 -4%
FIM
154
Freedom Investment Management
Connecticut
$551K +$12.8K +286 +2%
PWM
155
ParenteBeard Wealth Management
Pennsylvania
$550K +$20.9K +468 +4%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$539K +$544K +12,200 New
TNB
157
Thomasville National Bank
Georgia
$537K -$3.21K -72 -0.6%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$526K -$322K -7,214 -38%
Axa
159
Axa
France
$517K
NAM
160
NTV Asset Management
West Virginia
$512K
DADC
161
D.A. Davidson & Co
Montana
$510K -$2.05K -46 -0.4%
NL
162
NWAM LLC
Washington
$495K +$2.68K +60 +0.5%
AHS
163
Aspiriant Holdings S3
California
$474K
CCMG
164
Clark Capital Management Group
Pennsylvania
$465K -$80.3K -1,800 -15%
PFA
165
Pure Financial Advisors
California
$463K -$206K -4,620 -31%
Bessemer Group
166
Bessemer Group
New Jersey
$461K
LI
167
LMCG Investments
Massachusetts
$447K -$4.91K -110 -1%
SCM
168
SOL Capital Management
Maryland
$444K -$26.8K -600 -6%
WI
169
WBI Investments
New Jersey
$437K +$442K +9,902 New
EVM
170
Eaton Vance Management
Massachusetts
$424K
FSA
171
Financial Sense Advisors
California
$388K -$13.2K -296 -3%
MFS
172
MSI Financial Services
Massachusetts
$379K +$19.1K +428 +5%
JWBC
173
J.W. Burns & Co
New York
$377K
BOS
174
Bingham Osborn & Scarborough
California
$376K +$714 +16 +0.2%
MM
175
Meridian Management
Arkansas
$366K -$9.82K -220 -3%