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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
PMFA
201
Plante Moran Financial Advisors
Michigan
$258K +$127K +2,838 +94%
ICAS
202
Investors Capital Advisory Services
Massachusetts
$242K -$893 -20 -0.4%
MCM
203
Manchester Capital Management
Vermont
$232K
MHS
204
M Holdings Securities
Oregon
$232K
BC
205
Bartlett & Co
Ohio
$231K +$8.93K +200 +4%
FT
206
Fiduciary Trust
Massachusetts
$230K -$17.3K -388 -7%
WT
207
Whittier Trust
California
$222K
1SB
208
1ST Source Bank
Indiana
$221K
RT
209
Rockland Trust
Massachusetts
$221K
BCM
210
BTC Capital Management
Iowa
$221K +$223K +5,000 New
UBWV
211
United Bank (West Virginia)
West Virginia
$219K -$7.59K -170 -3%
PCM
212
Parsons Capital Management
Rhode Island
$212K
SI
213
SII Investments
Wisconsin
$212K +$214K +4,802 New
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$206K +$208K +4,654 New
WTC
215
WhitTier Trust Company
Nevada
$205K -$13.4K -300 -6%
HIS
216
Horizon Investment Services
Indiana
$204K +$206K +4,612 New
SC
217
SouthState Corp
Florida
$203K -$119K -2,668 -37%
HCM
218
Horrell Capital Management
Arkansas
$187K +$13.4K +300 +8%
RIA
219
Regal Investment Advisors
Michigan
$184K -$4.82K -108 -3%
NES
220
New England Securities
New York
$180K +$2.05K +46 +1%
PSUF
221
People's United Financial
Connecticut
$177K +$7.5K +168 +4%
NFG
222
Next Financial Group
Texas
$156K +$158K +3,530 New
CFA
223
Carroll Financial Associates
North Carolina
$140K +$19.6K +440 +17%
WRM
224
Westport Resources Management
Connecticut
$133K
HRIA
225
Haberer Registered Investment Advisor
Ohio
$124K