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iShares Russell Mid-Cap Growth ETF

370 hedge funds and large institutions have $4.07B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 87

16% more funds holding

Funds holding: 320370 (+50)

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

9% more capital invested

Capital invested by funds: $3.74B → $4.07B (+$327M)

1.06% less ownership

Funds ownership: 131.53%130.47% (-1.1%)

Holders
370
Holders Change
+50
Holders Change %
+15.63%
% of All Funds
9.71%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
71
Increased
125
Reduced
87
Closed
16
Calls
$1.5M
Puts
Net Calls
+$1.5M
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
176
Financial Management Professionals
Texas
$834K +$844K +18,162 New
NL
177
NWAM LLC
Washington
$817K +$827K +17,782 New
SS
178
Simplicity Solutions
Minnesota
$775K +$351K +7,548 +81%
SWM
179
SVA Wealth Management
Wisconsin
$769K -$55.8K -1,200 -7%
WI
180
Wedgewood Investors
Pennsylvania
$766K
WT
181
Whittier Trust
California
$747K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$745K +$684K +14,710 +979%
WI
183
WrapManager Inc
California
$740K +$748K +16,098 New
IP
184
Investment Partners
Ohio
$725K -$2.51K -54 -0.3%
VKH
185
Virtu KCG Holdings
New York
$708K +$716K +15,406 New
BTS
186
BB&T Securities
Virginia
$698K -$45.5K -978 -6%
RT
187
Rockland Trust
Massachusetts
$697K +$271K +5,826 +62%
HCA
188
Harbour Capital Advisors
Virginia
$690K
AA
189
Alesco Advisors
New York
$657K
WSFS
190
Wilmington Savings Fund Society
Delaware
$641K
AEPG
191
American Economic Planning Group
New Jersey
$639K +$647K +13,912 New
VFS
192
VSR Financial Services
Kansas
$633K +$133K +2,862 +26%
MGIA
193
Moneta Group Investment Advisors
Missouri
$622K
Brown Advisory
194
Brown Advisory
Maryland
$619K +$626K +13,466 New
BG
195
Bahl & Gaynor
Ohio
$619K +$626K +13,474 New
PA
196
Paracle Advisors
Washington
$605K +$250K +5,380 +69%
DW
197
Domani Wealth
Pennsylvania
$594K -$42.5K -914 -7%
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$587K +$208K +4,474 +54%
TNB
199
Thomasville National Bank
Georgia
$575K -$50.3K -1,082 -8%
Federated Hermes
200
Federated Hermes
Pennsylvania
$569K +$506K +10,878 +723%