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
CWM
151
Calamos Wealth Management
Illinois
$905K +$878K +19,408 New
MC
152
Mathes Company
New York
$900K
SCA
153
Stonebridge Capital Advisors
Minnesota
$860K +$117K +2,590 +16%
PA
154
Paracle Advisors
Washington
$843K +$818K +18,088 New
OAM
155
Occidental Asset Management
California
$811K -$6.69K -148 -0.8%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$793K +$37.9K +838 +5%
WI
157
Wedgewood Investors
Pennsylvania
$773K +$9.04K +200 +1%
VIA
158
Virtus Investment Advisers
Connecticut
$762K +$47.9K +1,060 +7%
TI
159
Truepoint Inc
Ohio
$759K +$543 +12 +0.1%
FHA
160
First Horizon Advisors
Tennessee
$758K +$103K +2,288 +16%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$733K +$38.3K +846 +6%
PAG
162
Private Advisor Group
New Jersey
$731K -$46.1K -1,020 -6%
RG
163
Rathbones Group
United Kingdom
$712K -$9.95K -220 -1%
HCA
164
Harbour Capital Advisors
Virginia
$704K
WCM
165
Wisconsin Capital Management
Wisconsin
$669K -$18.1K -400 -3%
AA
166
Alesco Advisors
New York
$667K
Wellington Management Group
167
Wellington Management Group
Massachusetts
$661K +$641K +14,184 New
WSFS
168
Wilmington Savings Fund Society
Delaware
$650K
IPC
169
Independent Portfolio Consultants
Florida
$635K -$691K -15,290 -53%
IP
170
Investment Partners
Ohio
$635K +$617K +13,644 New
FNT
171
First National Trust
Pennsylvania
$628K
ST
172
Sageworth Trust
Pennsylvania
$621K +$602K +13,312 New
Bank of Nova Scotia
173
Bank of Nova Scotia
Ontario, Canada
$601K -$441K -9,756 -43%
TNB
174
Thomasville National Bank
Georgia
$583K +$14.7K +324 +3%
DADC
175
D.A. Davidson & Co
Montana
$575K +$35.9K +794 +7%