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iShares Russell Mid-Cap Growth ETF

355 hedge funds and large institutions have $4.02B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $934K | Put options by funds: $378K

2.19% more ownership

Funds ownership: 130.47%132.66% (+2.2%)

1% less capital invested

Capital invested by funds: $4.07B → $4.02B (-$50.1M)

4% less funds holding

Funds holding: 370355 (-15)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

Holders
355
Holders Change
-15
Holders Change %
-4.05%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
36
Increased
105
Reduced
131
Closed
46
Calls
$934K
Puts
$378K
Net Calls
+$556K
Net Calls Change
-$944K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Rathbones Group
United Kingdom
$1M
GWM
152
Geneos Wealth Management
Colorado
$980K +$915K +21,180 New
CWM
153
Cranbrook Wealth Management
Michigan
$951K
SWP
154
Stratos Wealth Partners
Ohio
$923K +$30.7K +710 +4%
ACM
155
Argentus Capital Management
Texas
$890K -$40.3K -934 -5%
MC
156
Mathes Company
New York
$880K -$8.64K -200 -1%
Kayne Anderson Rudnick Investment Management
157
Kayne Anderson Rudnick Investment Management
California
$877K -$46.6K -1,078 -5%
SWM
158
SVA Wealth Management
Wisconsin
$817K +$43.2K +1,000 +6%
WI
159
WrapManager Inc
California
$803K +$57.4K +1,328 +8%
FCI
160
Financial Counselors Inc
Kansas
$787K -$1.23M -28,490 -63%
IP
161
Investment Partners
Ohio
$766K +$37.7K +872 +6%
WT
162
Whittier Trust
California
$749K
FSA
163
Financial Sense Advisors
California
$747K -$1.41M -32,618 -67%
SFM
164
Signet Financial Management
New Jersey
$734K -$207K -4,800 -23%
WI
165
Wedgewood Investors
Pennsylvania
$730K -$35.5K -822 -5%
MFW
166
Mosaic Family Wealth
Missouri
$716K -$714K -16,526 -52%
RT
167
Rockland Trust
Massachusetts
$699K
HCA
168
Harbour Capital Advisors
Virginia
$680K -$11.2K -260 -2%
JMPWA
169
JP Morgan Private Wealth Advisors
California
$670K -$978K -22,636 -61%
AA
170
Alesco Advisors
New York
$659K
PFPT
171
Pinnacle Financial Partners (Tennessee)
Tennessee
$651K +$105K +2,422 +21%
WSFS
172
Wilmington Savings Fund Society
Delaware
$643K
VFS
173
VSR Financial Services
Kansas
$635K +$173 +4 +0%
WCM
174
Washington Capital Management
Washington
$632K +$592K +13,710 New
MGIA
175
Moneta Group Investment Advisors
Missouri
$624K