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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
AIP
176
Ameritas Investment Partners
Nebraska
$561K -$217K -4,806 -29%
SCM
177
SOL Capital Management
Maryland
$553K +$81.4K +1,800 +18%
Axa
178
Axa
France
$546K
NAM
179
NTV Asset Management
West Virginia
$540K
BWA
180
Burt Wealth Advisors
Maryland
$524K +$508K +11,244 New
JA
181
JOYN Advisors
Georgia
$522K +$507K +11,204 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$519K -$34.8K -770 -6%
PFA
183
Pure Financial Advisors
California
$511K +$21.8K +482 +5%
LI
184
LMCG Investments
Massachusetts
$489K +$16.3K +360 +4%
AHS
185
Aspiriant Holdings S3
California
$488K -$11.5K -254 -2%
Bessemer Group
186
Bessemer Group
New Jersey
$487K
SFM
187
Signet Financial Management
New Jersey
$484K +$470K +10,386 New
AW
188
ACG Wealth
Georgia
$479K +$465K +10,276 New
MFS
189
MSI Financial Services
Massachusetts
$453K +$51.4K +1,136 +13%
EVM
190
Eaton Vance Management
Massachusetts
$447K
FTIOP
191
Fiduciary Trust International of Pennsylvania
Pennsylvania
$417K -$161K -3,562 -29%
FSA
192
Financial Sense Advisors
California
$409K +$181 +4 +0%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$402K +$390K +8,614 New
BBHC
194
Brown Brothers Harriman & Co
New York
$399K +$96.3K +2,130 +33%
BOS
195
Bingham Osborn & Scarborough
California
$397K
PFPT
196
Pinnacle Financial Partners (Tennessee)
Tennessee
$391K +$18.3K +404 +5%
NPC
197
National Planning Corporation
California
$386K +$30.5K +674 +9%
MM
198
Meridian Management
Arkansas
$386K
BDF
199
Balasa Dinverno & Foltz
$386K +$111K +2,458 +32%
BOTW
200
Bank of the West
California
$386K +$374K +8,276 New