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iShares Russell Mid-Cap Growth ETF

895 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
-46
Holders Change %
-4.89%
% of All Funds
14.16%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.52%
New
77
Increased
263
Reduced
334
Closed
109
Calls
$7.16M
Puts
$71.7M
Net Calls
-$64.5M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
326
Gladstone Institutional Advisory
Florida
$1.23M +$92.1K +917 +8%
EWM
327
EPG Wealth Management
Georgia
$1.22M -$19.8K -197 -2%
ACM
328
Advisors Capital Management
New Jersey
$1.21M +$211K +2,098 +21%
KCM
329
Karp Capital Management
California
$1.2M -$11.8M -117,519 -91%
Natixis Advisors
330
Natixis Advisors
Massachusetts
$1.19M -$72.6K -722 -6%
MCM
331
Murphy Capital Management
New Jersey
$1.18M -$13.9K -138 -1%
EB
332
Eastern Bank
Massachusetts
$1.18M -$33.2M -330,523 -97%
GCM
333
Geneva Capital Management
Wisconsin
$1.17M -$2.92M -29,047 -71%
CWM
334
Cranbrook Wealth Management
Michigan
$1.16M -$1.81K -18 -0.2%
TDWM
335
Topel & Distasi Wealth Management
California
$1.16M +$1.16M +11,541 New
WI
336
Wedgewood Investors
Pennsylvania
$1.15M -$30.1K -300 -3%
BWM
337
Brickley Wealth Management
California
$1.13M -$8.85K -88 -0.8%
FWTB
338
First Western Trust Bank
Colorado
$1.13M +$1.13M +11,062 New
WMP
339
Wealth Management Partners
Arizona
$1.13M -$102K -1,000 -8%
OGF
340
Orin Green Financial
California
$1.12M -$25.3K -252 -2%
BRWA
341
B. Riley Wealth Advisors
Florida
$1.12M -$1.95M -19,417 -64%
HIA
342
Harbor Investment Advisory
Maryland
$1.12M -$704 -7 -0.1%
PTC
343
Private Trust Company
Ohio
$1.11M -$17.9K -178 -2%
CBN
344
Cadence Bank NA
Texas
$1.08M +$3.42K +34 +0.3%
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$1.08M -$321K -3,194 -23%
MWM
346
Mission Wealth Management
California
$1.08M +$59K +587 +6%
Lido Advisors
347
Lido Advisors
California
$1.07M -$80K -796 -7%
SSWM
348
Smith Salley Wealth Management
North Carolina
$1.07M -$9.44K -94 -0.9%
CWM
349
Cahill Wealth Management
Michigan
$1.06M +$1.06M +10,594 New
BA
350
Ballew Advisors
Mississippi
$1.06M +$41.5K +423 +4%