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iShares Russell Mid-Cap Growth ETF

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
376
Private Portfolio Partners
New Jersey
$919K -$8.41K -75 -0.9%
FWP
377
FAS Wealth Partners
Kansas
$917K +$78.5K +700 +9%
SWP
378
Summit Wealth Partners
Florida
$901K -$13.9K -124 -2%
CFG
379
Cooper Financial Group
California
$888K -$117K -1,048 -12%
CWM
380
Calamos Wealth Management
Illinois
$880K
HPCM
381
High Pointe Capital Management
Illinois
$878K
CAM
382
Cozad Asset Management
Illinois
$874K -$35.4K -316 -4%
FCFS
383
First Command Financial Services
Texas
$870K -$44.9K -400 -5%
FCB
384
First Command Bank
Texas
$870K -$44.9K -400 -5%
WA
385
Waverly Advisors
Alabama
$859K
STAS
386
Strong Tower Advisory Services
Minnesota
$857K +$857K +7,493 New
EFS
387
Essex Financial Services
Connecticut
$853K +$56.7K +506 +7%
MFGP
388
Marshall Financial Group (Pennsylvania)
Pennsylvania
$852K
WI
389
Wintrust Investments
Illinois
$850K -$105K -940 -11%
CS
390
Capital Square
Tennessee
$850K +$2.37K +21 +0.3%
LBC
391
Lowe Brockenbrough & Co
Virginia
$849K
BWA
392
Burt Wealth Advisors
Maryland
$835K
MMA
393
Miracle Mile Advisors
California
$827K
SHJ
394
Sharkey, Howes & Javer
Colorado
$826K
SC
395
SouthState Corp
Florida
$819K
FFG
396
Fullen Financial Group
Ohio
$818K +$919 +8 +0.1%
GPA
397
Garrison Point Advisors
California
$815K
FAIM
398
Financial Advocates Investment Management
Washington
$814K +$102K +912 +14%
DJYG
399
David J. Yvars Group
Florida
$812K
BAM
400
Belpointe Asset Management
Nevada
$810K +$8.18K +73 +1%