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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
Wells Fargo
1
Wells Fargo
California
$307M +$6.1M +136,632 +2%
Bank of America
2
Bank of America
North Carolina
$284M +$24.1M +539,882 +9%
Morgan Stanley
3
Morgan Stanley
New York
$232M -$386K -8,650 -0.2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$168M +$47.5M +1,065,102 +39%
JP Morgan Chase
5
JP Morgan Chase
New York
$160M -$5.46M -122,330 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$128M +$6.26M +140,310 +5%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$117M +$4.17M +93,508 +4%
U
8
UBS
Switzerland
$112M -$873K -19,550 -0.8%
M&T Bank
9
M&T Bank
New York
$103M +$99.1M +2,220,792 +1,986%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$85.3M +$3.93M +88,080 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$76M -$12.2M -272,446 -14%
SB
12
Suntrust Banks
Georgia
$65.8M +$10.6M +237,586 +19%
SI
13
Stephens Inc
Arkansas
$60.1M -$2.7M -60,584 -4%
CB
14
Commerce Bank
Missouri
$54.5M -$1.99M -44,540 -3%
JIC
15
Johnson Investment Counsel
Ohio
$52.6M -$1.03M -23,032 -2%
SF
16
Synovus Financial
Georgia
$47.2M +$2.43M +54,508 +5%
TA
17
Teachers Advisors
New York
$44.7M +$13M +291,126 +40%
Goldman Sachs
18
Goldman Sachs
New York
$40.7M -$1.78M -39,820 -4%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$40.1M +$40.5M +908,192 New
AI
20
Accredited Investors
Minnesota
$40.1M +$2.63M +58,946 +7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$37.8M -$2.74M -61,500 -7%
CHFS
22
Cobble Hill Financial Services
New Jersey
$37.3M -$982K -22,000 -3%
US Bancorp
23
US Bancorp
Minnesota
$36.1M -$3.42M -76,546 -9%
LPL Financial
24
LPL Financial
California
$34.8M +$1.62M +36,380 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$33.1M +$14.2M +317,084 +73%