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iShares Russell Mid-Cap Growth ETF

347 hedge funds and large institutions have $4.01B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $620K

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

0% less capital invested

Capital invested by funds: $4.02B → $4.01B (-$10.8M)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

2% less funds holding

Funds holding: 355347 (-8)

2.64% less ownership

Funds ownership: 132.66%130.01% (-2.6%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
29
Increased
109
Reduced
114
Closed
33
Calls
$2.93M
Puts
$620K
Net Calls
+$2.31M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$1.08M +$139K +2,996 +15%
NPC
152
National Planning Corporation
California
$1.07M -$59.9K -1,294 -6%
DDPIC
153
Deroy & Devereaux Private Investment Counsel
Michigan
$1.07M
RG
154
Rathbones Group
United Kingdom
$1.07M +$46.3K +1,000 +5%
GWM
155
Geneos Wealth Management
Colorado
$1.01M +$17.1K +370 +2%
TNB
156
Thomasville National Bank
Georgia
$1M +$366K +7,902 +59%
ASN
157
Advisory Services Network
Georgia
$971K +$748K +16,162 +353%
CWM
158
Cranbrook Wealth Management
Michigan
$960K -$5.92K -128 -0.6%
PFPT
159
Pinnacle Financial Partners (Tennessee)
Tennessee
$956K +$264K +5,702 +40%
HNB
160
Huntington National Bank
Ohio
$944K
JMPWA
161
JP Morgan Private Wealth Advisors
California
$939K +$256K +5,528 +38%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$891K
MC
163
Mathes Company
New York
$884K -$9.71K -210 -1%
IP
164
Investment Partners
Ohio
$882K +$101K +2,190 +13%
CAM
165
Congress Asset Management
Massachusetts
$851K +$841K +18,190 New
WI
166
WrapManager Inc
California
$815K -$93 -2 -0%
SWM
167
SVA Wealth Management
Wisconsin
$771K -$58.5K -1,264 -7%
WT
168
Whittier Trust
California
$761K
FCI
169
Financial Counselors Inc
Kansas
$754K -$44K -952 -6%
ICOA
170
Investment Centers of America
North Dakota
$712K +$94.3K +2,038 +15%
RT
171
Rockland Trust
Massachusetts
$710K
FHA
172
First Horizon Advisors
Tennessee
$698K -$805K -17,400 -54%
HCA
173
Harbour Capital Advisors
Virginia
$683K -$6.94K -150 -1%
AA
174
Alesco Advisors
New York
$669K
MFW
175
Mosaic Family Wealth
Missouri
$667K -$60.4K -1,306 -8%