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iShares Russell Mid-Cap Growth ETF

364 hedge funds and large institutions have $4.15B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

5% more funds holding

Funds holding: 347364 (+17)

4% more capital invested

Capital invested by funds: $4.01B → $4.15B (+$140M)

1% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

3% less ownership

Funds ownership: 130.01%127.01% (-3%)

39% less call options, than puts

Call options by funds: $6.87M | Put options by funds: $11.2M

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
9.71%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
46
Increased
110
Reduced
109
Closed
20
Calls
$6.87M
Puts
$11.2M
Net Calls
-$4.32M
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Murphy Capital Management
New Jersey
$1.1M -$24.7K -510 -2%
IP
152
Investment Partners
Ohio
$1.09M +$173K +3,574 +19%
RG
153
Rathbones Group
United Kingdom
$1.08M -$31K -640 -3%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$1.06M +$83.7K +1,726 +9%
NL
155
NWAM LLC
Washington
$1.06M -$175K -3,600 -14%
NPC
156
National Planning Corporation
California
$1.03M -$8.83K -182 -0.8%
GP
157
Girard Partners
Pennsylvania
$1M +$516K +10,634 +107%
CWM
158
Cranbrook Wealth Management
Michigan
$996K -$3.1K -64 -0.3%
PFPT
159
Pinnacle Financial Partners (Tennessee)
Tennessee
$956K
MCWS
160
McKinley Carter Wealth Services
West Virginia
$955K +$951K +19,618 New
AIG
161
American International Group
New York
$939K -$1.13M -23,400 -55%
UCFA
162
United Capital Financial Advisors
Texas
$921K -$361K -7,436 -28%
MC
163
Mathes Company
New York
$920K
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$902K -$24.6K -508 -3%
RT
165
Rockland Trust
Massachusetts
$898K +$158K +3,268 +22%
SG Americas Securities
166
SG Americas Securities
New York
$897K -$1.41M -29,026 -61%
WI
167
WrapManager Inc
California
$857K +$8.54K +176 +1%
ICOA
168
Investment Centers of America
North Dakota
$811K +$72.8K +1,502 +10%
WT
169
Whittier Trust
California
$792K
Two Sigma Advisers
170
Two Sigma Advisers
New York
$789K +$786K +16,200 New
SWM
171
SVA Wealth Management
Wisconsin
$726K -$75.7K -1,562 -9%
LCM
172
Liberty Capital Management
Michigan
$723K +$727K +14,988 New
MGIA
173
Moneta Group Investment Advisors
Missouri
$704K +$44.6K +920 +7%
Franklin Resources
174
Franklin Resources
California
$701K +$53.3K +1,100 +8%
AA
175
Alesco Advisors
New York
$696K