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iShares Russell Mid-Cap Growth ETF

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOO
326
First National Bank of Omaha
Nebraska
$1.26M
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$1.25M
CT
328
Clearstead Trust
Maine
$1.24M
PPC
329
Park Place Capital
Alabama
$1.24M -$3.38K -37 -0.3%
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$1.24M
SFG
331
Summit Financial Group
West Virginia
$1.23M
ACM
332
Advisors Capital Management
New Jersey
$1.22M +$137K +1,498 +13%
VFA
333
Valeo Financial Advisors
Indiana
$1.21M +$926K +10,132 +324%
PIA
334
Perennial Investment Advisors
California
$1.19M -$4.75K -52 -0.4%
LGG
335
Luts & Greenleigh Group
Maryland
$1.19M +$103K +1,133 +10%
BCM
336
BTC Capital Management
Iowa
$1.18M
LSA
337
Lion Street Advisors
Texas
$1.18M -$49.1K -537 -4%
FFL
338
Financial Freedom LLC
Ohio
$1.18M -$2.1K -23 -0.2%
EWA
339
ERTS Wealth Advisors
Michigan
$1.17M +$10.3K +113 +0.9%
CFGS
340
Concourse Financial Group Securities
Alabama
$1.17M -$20K -219 -2%
VVP
341
Venture Visionary Partners
Ohio
$1.16M -$73.1K -800 -6%
RB
342
Renasant Bank
Mississippi
$1.15M -$3.38K -37 -0.3%
AWM
343
Aprio Wealth Management
Georgia
$1.15M +$45.4K +497 +4%
SW
344
SVB Wealth
Massachusetts
$1.14M +$863K +9,447 +317%
AWM
345
Atticus Wealth Management
Florida
$1.13M -$11.3K -124 -1%
OW
346
Olistico Wealth
Oklahoma
$1.13M +$52.6K +576 +5%
TMWM
347
Taylor & Morgan Wealth Management
Michigan
$1.13M -$113K -1,238 -9%
AL
348
Aspiriant LLC
California
$1.12M -$8.04K -88 -0.7%
DADC
349
D.A. Davidson & Co
Montana
$1.12M -$28.6K -313 -2%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$1.11M -$92.4K -1,011 -8%