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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
Holders
582
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
12.78%
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
Shares
Change %
BDF
376
Balasa Dinverno & Foltz
$326K +$326K +7,396 New
AIA
377
Armor Investment Advisors
North Carolina
$318K
HIS
378
Horizon Investment Services
Indiana
$313K -$11K -156 -3%
ST
379
Smithfield Trust
Pennsylvania
$313K
FA
380
FDx Advisors
Illinois
$312K -$288K -4,074 -48%
FNBOO
381
First National Bank of Omaha
Nebraska
$308K -$24K -340 -7%
BL
382
Balentine LLC
Georgia
$306K
WPC
383
White Pine Capital
Minnesota
$300K -$9.19K -130 -3%
DWA
384
Dougherty Wealth Advisers
Minnesota
$299K -$298K -4,218 -50%
FSA
385
Financial Sense Advisors
California
$298K +$298K +4,220 New
RIM
386
Regent Investment Management
Kentucky
$297K -$754K -10,660 -72%
RBFC
387
Roman Butler Fullerton & Co
Missouri
$295K -$1.09M -3,100 -79%
GIM
388
Goelzer Investment Management
Indiana
$294K -$4.95K -70 -2%
UWPG
389
Ullmann Wealth Partners Group
Florida
$294K
AWS
390
AJ Wealth Strategies
New York
$292K
BWP
391
Baldwin Wealth Partners
Massachusetts
$291K -$82.8K -1,172 -22%
MC
392
Middleton & Co
Massachusetts
$290K
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$289K
CST
394
Charles Schwab Trust
Nevada
$287K +$287K +4,102 New
PP
395
PagnatoKarp Partners
Virginia
$286K
PCMC
396
Private Capital Management (Colorado)
Colorado
$283K
OC
397
Oakworth Capital
Alabama
$280K
MA
398
MONECO Advisors
Connecticut
$277K +$141 +2 +0.1%
FI
399
Financial Insights
Washington
$276K +$276K +3,904 New
OA
400
Oxbow Advisors
Texas
$275K -$4.95K -70 -2%