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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 %
DWMS
351
Dominguez Wealth Management Solutions
Virginia
$1.45M +$731 +7 +0.1%
FNBOO
352
First National Bank of Omaha
Nebraska
$1.44M
PCG
353
Prosperity Consulting Group
Maryland
$1.44M +$397K +3,797 +38%
RDFA
354
Ritter Daniher Financial Advisory
Ohio
$1.42M +$8.25K +79 +0.6%
CT
355
Clearstead Trust
Maine
$1.42M
DADC
356
D.A. Davidson & Co
Montana
$1.41M +$134K +1,281 +10%
IWM
357
IHT Wealth Management
Illinois
$1.39M +$270K +2,580 +24%
OHWP
358
Oak Harbor Wealth Partners
North Carolina
$1.39M -$176K -1,686 -11%
VFA
359
Valeo Financial Advisors
Indiana
$1.39M +$627 +6 +0%
HCMT
360
Highland Capital Management (Tennessee)
Tennessee
$1.38M -$52.2K -500 -4%
PIA
361
Perennial Investment Advisors
California
$1.38M +$13K +124 +1%
AA
362
Ancora Advisors
Ohio
$1.36M +$1.05M +10,017 +332%
LSA
363
Lion Street Advisors
Texas
$1.35M +$1.46K +14 +0.1%
RIA
364
Regal Investment Advisors
Michigan
$1.35M +$961K +9,198 +249%
SFG
365
Summit Financial Group
West Virginia
$1.35M -$61.6K -590 -4%
CFGS
366
Concourse Financial Group Securities
Alabama
$1.34M +$9.3K +89 +0.7%
FFL
367
Financial Freedom LLC
Ohio
$1.32M -$28.3K -271 -2%
FFA
368
First Foundation Advisors
California
$1.32M +$945K +9,046 +253%
NC
369
Napatree Capital
Rhode Island
$1.31M +$1.31M +12,516 New
RB
370
Renasant Bank
Mississippi
$1.3M -$14.5K -139 -1%
VVP
371
Venture Visionary Partners
Ohio
$1.29M -$35.3K -338 -3%
AL
372
Aspiriant LLC
California
$1.29M
BCM
373
Brookstone Capital Management
Illinois
$1.28M +$190K +1,816 +17%
TMWM
374
Taylor & Morgan Wealth Management
Michigan
$1.27M -$17.1K -164 -1%
ODIJL
375
One Day In July LLC
Vermont
$1.27M +$659K +6,305 +107%