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iShares Russell Mid-Cap Growth ETF

582 hedge funds and large institutions have $7.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 220 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.09M

2% less capital invested

Capital invested by funds: $7.74B → $7.6B (-$138M)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

1.19% less ownership

Funds ownership: 143.08%141.89% (-1.2%)

1% less funds holding

Funds holding: 590582 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

35% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 220

Holders
582
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
12.76%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.59%
New
42
Increased
142
Reduced
220
Closed
44
Calls
$1.27M
Puts
$1.09M
Net Calls
+$184K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.11B -$9.42M -131,144 -0.8%
TF
2
TIAA FSB
Florida
$1.1B +$20.9M +291,450 +2%
Bank of America
3
Bank of America
North Carolina
$591M -$10.8M -149,832 -2%
Morgan Stanley
4
Morgan Stanley
New York
$457M +$2.52M +35,096 +0.5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$271M -$2.83M -39,340 -1%
UBS Group
6
UBS Group
Switzerland
$269M -$2.92M -40,638 -1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$236M -$81.5K -1,134 -0%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$200M -$3.45M -47,956 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$189M -$100K -1,394 -0.1%
CB
10
Commerce Bank
Missouri
$170M +$8.63M +120,032 +5%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$125M -$1.26M -17,554 -1%
SGAM
12
Stephens Group Asset Management
Arkansas
$120M +$6.49M +90,260 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$118M +$19.7M +273,434 +20%
Goldman Sachs
14
Goldman Sachs
New York
$106M +$14.7M +205,156 +16%
Ameriprise
15
Ameriprise
Minnesota
$104M -$8.82M -122,762 -8%
SF
16
Synovus Financial
Georgia
$91.2M -$246K -3,420 -0.3%
US Bancorp
17
US Bancorp
Minnesota
$83.9M +$5.68M +79,044 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$79.8M -$4.06M -56,526 -5%
LPL Financial
19
LPL Financial
California
$66.2M -$1.94M -26,956 -3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$65.4M -$1.35M -18,846 -2%
N
21
Nuveen
North Carolina
$61.3M
CM
22
Churchill Management
California
$59.1M -$4.38M -60,962 -7%
SI
23
Stephens Inc
Arkansas
$58.2M +$432K +6,012 +0.7%
SB
24
Suntrust Banks
Georgia
$55M -$19.4M -270,228 -26%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$51.2M -$12.9M -178,994 -20%