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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
BAM
201
Berkshire Asset Management
Pennsylvania
$381K
JWBC
202
J.W. Burns & Co
New York
$379K -$18.1K -400 -5%
BPBT
203
Boston Private Bank & Trust
Massachusetts
$378K
HWA
204
Heritage Wealth Advisors
Virginia
$374K -$9.04K -200 -2%
ICM
205
IMS Capital Management
Oregon
$366K +$355K +7,850 New
VF
206
Virtu Financial
New York
$366K +$355K +7,852 New
CCM
207
Cohen Capital Management
California
$365K +$452 +10 +0.1%
SFSIG
208
San Francisco Sentry Investment Group
California
$358K
I
209
IberiaBank
Louisiana
$345K
MWP
210
MYCIO Wealth Partners
Pennsylvania
$342K +$633 +14 +0.2%
Federated Hermes
211
Federated Hermes
Pennsylvania
$340K +$330K +7,304 New
MCM
212
MAI Capital Management
Ohio
$339K +$329K +7,268 New
GT
213
Glenview Trust
Kentucky
$334K +$324K +7,172 New
CCMG
214
Clark Capital Management Group
Pennsylvania
$332K -$153K -3,384 -32%
FNBT
215
FineMark National Bank & Trust
Florida
$322K
GIM
216
Goelzer Investment Management
Indiana
$317K -$14.5K -320 -4%
Westfield Capital Management
217
Westfield Capital Management
Massachusetts
$316K +$306K +6,770 New
UBS AM
218
UBS AM
Illinois
$313K
VAM
219
Verity Asset Management
North Carolina
$312K +$303K +6,698 New
BAMCO Inc
220
BAMCO Inc
New York
$310K +$301K +6,654 New
WA
221
WFG Advisors
Texas
$309K -$48.8K -1,078 -14%
MGIA
222
Moneta Group Investment Advisors
Missouri
$304K
NAP
223
New Amsterdam Partners
New York
$297K +$288K +6,368 New
MCM
224
Manchester Capital Management
Vermont
$293K +$46.7K +1,032 +20%
HIS
225
Horizon Investment Services
Indiana
$293K +$75.7K +1,674 +36%