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iShares Russell Mid-Cap Growth ETF

1,007 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+94
Holders Change %
+10.3%
% of All Funds
14.76%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.6%
New
150
Increased
342
Reduced
269
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
251
Advisornet Financial
Minnesota
$2.89M +$814K +7,788 +39%
BOH
252
Bank of Hawaii
Hawaii
$2.87M +$648K +6,201 +29%
AGM
253
Alpine Global Management
New York
$2.87M +$2.87M +27,498 New
RFC
254
Regions Financial Corp
Alabama
$2.86M -$27.6K -264 -1%
SFA
255
Sequoia Financial Advisors
Ohio
$2.84M +$835K +7,991 +42%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$2.81M -$175K -1,673 -6%
BFG
257
Bleakley Financial Group
New Jersey
$2.8M +$1.32M +12,660 +90%
SC
258
Savant Capital
Illinois
$2.79M -$301K -2,884 -10%
HH
259
Hilltop Holdings
Texas
$2.76M +$1.92M +18,410 +231%
LTL
260
Lowery Thomas LLC
California
$2.75M -$94.5K -905 -3%
MPPLM
261
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.74M +$2.74M +26,234 New
Principal Financial Group
262
Principal Financial Group
Iowa
$2.74M -$554K -5,300 -17%
GT
263
Glenmede Trust
Pennsylvania
$2.7M +$13.9K +133 +0.5%
IFPG
264
Intrepid Financial Planning Group
Indiana
$2.67M -$34.6K -331 -1%
BCM
265
Becker Capital Management
Oregon
$2.63M -$1.99K -19 -0.1%
PAS
266
Park Avenue Securities
New York
$2.63M +$227K +2,170 +9%
PWCM
267
Processus Wealth & Capital Management
Tennessee
$2.62M +$2.62M +25,075 New
UWM
268
USAdvisors Wealth Management
Minnesota
$2.6M +$2.6M +24,868 New
FNBT
269
FineMark National Bank & Trust
Florida
$2.58M -$109K -1,048 -4%
Brown Advisory
270
Brown Advisory
Maryland
$2.58M +$159K +1,524 +7%
MFIM
271
Mesirow Financial Investment Management
Illinois
$2.57M +$2.57M +24,642 New
DWM
272
Darwin Wealth Management
Florida
$2.53M -$300K -2,869 -11%
BJL
273
Brighton Jones LLC
Washington
$2.52M -$380K -3,635 -13%
PA
274
Pinnacle Associates
New York
$2.51M +$209 +2 +0%
BPA
275
Beacon Pointe Advisors
California
$2.51M -$453K -4,340 -15%