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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
HTC
176
Haverford Trust Company
Pennsylvania
$364K +$103K +2,314 +39%
HWA
177
Heritage Wealth Advisors
Virginia
$363K
BAM
178
Berkshire Asset Management
Pennsylvania
$361K
BPBT
179
Boston Private Bank & Trust
Massachusetts
$358K
PFPT
180
Pinnacle Financial Partners (Tennessee)
Tennessee
$353K +$17K +380 +5%
CCM
181
Cohen Capital Management
California
$346K -$8.75K -196 -2%
NPC
182
National Planning Corporation
California
$343K +$10.1K +226 +3%
SFSIG
183
San Francisco Sentry Investment Group
California
$340K -$12.9K -290 -4%
WA
184
WFG Advisors
Texas
$340K +$89 +2 +0%
FAAS
185
First Allied Advisory Services
California
$333K +$27.8K +622 +9%
I
186
IberiaBank
Louisiana
$327K
MWP
187
MYCIO Wealth Partners
Pennsylvania
$324K -$33.6K -752 -9%
GIM
188
Goelzer Investment Management
Indiana
$315K
WB
189
Webster Bank
Connecticut
$309K
FNBT
190
FineMark National Bank & Trust
Florida
$306K +$89 +2 +0%
UBS AM
191
UBS AM
Illinois
$296K
MFBTD
192
MB Financial Bank - Trust Department
Illinois
$294K +$149K +3,336 +102%
MGIA
193
Moneta Group Investment Advisors
Missouri
$289K -$59.8K -1,340 -17%
BBHC
194
Brown Brothers Harriman & Co
New York
$284K +$71.2K +1,596 +33%
EWA
195
EP Wealth Advisors
California
$274K +$6.69K +150 +2%
BPC
196
Banque Pictet & Cie
Switzerland
$265K
AIM
197
Allen Investment Management
New York
$265K +$268K +6,002 New
CT
198
Cambridge Trust
Massachusetts
$263K -$62.2K -1,394 -19%
BDF
199
Balasa Dinverno & Foltz
$263K +$89.3K +2,000 +36%
NEPWA
200
New England Private Wealth Advisors
Massachusetts
$258K -$10.3K -230 -4%