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iShares Russell Mid-Cap Growth ETF

236 hedge funds and large institutions have $2.48B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $2.22B → $2.48B (+$259M)

8% more funds holding

Funds holding: 218236 (+18)

0.45% less ownership

Funds ownership: 117.19%116.74% (-0.45%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

17% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $3.49M

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
7.65%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
33
Increased
83
Reduced
63
Closed
12
Calls
$2.89M
Puts
$3.49M
Net Calls
-$595K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$250M +$13.6M +357,732 +6%
Morgan Stanley
2
Morgan Stanley
New York
$219M +$15.3M +402,418 +8%
U
3
UBS
Switzerland
$192M +$107M +2,818,634 +135%
Bank of America
4
Bank of America
North Carolina
$173M +$19.9M +522,874 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$166M -$4.22M -110,702 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$98.8M -$141K -3,690 -0.1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$97.6M +$3.29M +86,278 +4%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$87.8M +$3.04M +79,680 +4%
CB
9
Commerce Bank
Missouri
$76M +$264K +6,936 +0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$62.6M +$6.22M +163,220 +11%
SB
11
Suntrust Banks
Georgia
$58.7M +$250K +6,552 +0.4%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$54.3M +$4.32M +113,372 +9%
JIC
13
Johnson Investment Counsel
Ohio
$48.1M -$150K -3,922 -0.3%
CCMG
14
Clark Capital Management Group
Pennsylvania
$46.7M +$1.43M +37,506 +3%
SI
15
Stephens Inc
Arkansas
$42.9M -$19.5M -510,462 -32%
SF
16
Synovus Financial
Georgia
$39.2M -$2.12M -55,604 -5%
TA
17
Teachers Advisors
New York
$36.1M
CHFS
18
Cobble Hill Financial Services
New Jersey
$35.6M
AI
19
Accredited Investors
Minnesota
$35.4M -$1.25M -32,786 -3%
Invesco
20
Invesco
Georgia
$34.3M +$8.36M +219,202 +33%
US Bancorp
21
US Bancorp
Minnesota
$33.1M +$2.28M +59,866 +8%
WT
22
Wilmington Trust
Delaware
$29M +$6.26M +164,218 +28%
LPL Financial
23
LPL Financial
California
$28.8M +$1.81M +47,354 +7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$24.6M +$6.72M +176,212 +39%
PWAG
25
Polaris Wealth Advisory Group
California
$23.5M +$572K +14,998 +3%