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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 %
PTC
376
Private Trust Company
Ohio
$947K +$51.8K +567 +6%
BCM
377
Brookstone Capital Management
Illinois
$942K -$306K -3,401 -24%
BFS
378
Bradley Foster & Sargent
Connecticut
$937K
SSWM
379
Smith Salley Wealth Management
North Carolina
$933K
TA
380
Tiedemann Advisors
New York
$926K
ASN
381
Advisory Services Network
Georgia
$923K +$43.2K +473 +5%
HAS
382
Holland Advisory Services
Florida
$913K -$30.2K -331 -3%
KFI
383
Key Financial Inc
Pennsylvania
$912K
PCG
384
Prosperity Consulting Group
Maryland
$909K +$909K +9,955 New
EIA
385
Eldridge Investment Advisors
New Hampshire
$897K
WMP
386
Wealth Management Partners
Arizona
$897K -$7.22K -79 -0.8%
FT
387
Fiduciary Trust
Massachusetts
$896K
EWM
388
EPG Wealth Management
Georgia
$895K -$1.1K -12 -0.1%
PPW
389
PACK Private Wealth
Minnesota
$893K -$3.27K -36 -0.4%
EG
390
Ellerson Group
Maryland
$892K -$22.8K -250 -2%
MWM
391
Mission Wealth Management
California
$880K -$59.9K -656 -6%
BWM
392
Brickley Wealth Management
California
$865K -$25.6K -280 -3%
CSPAM
393
Cary Street Partners Asset Management
Virginia
$858K
WSFS
394
Wilmington Savings Fund Society
Delaware
$854K
PCH
395
PGIM Custom Harvest
New Jersey
$838K +$538K +5,894 +180%
LI
396
LMCG Investments
Massachusetts
$831K
MA
397
MONECO Advisors
Connecticut
$830K +$32.8K +359 +4%
SWA
398
Strata Wealth Advisors
Texas
$825K +$825K +9,033 New
CAL
399
Capital Analysts LLC
Pennsylvania
$825K +$62.4K +683 +8%
FTUS
400
Flow Traders U.S.
New York
$824K +$824K +9,023 New