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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 %
EP
401
Eudaimonia Partners
Tennessee
$1.13M +$186K +1,780 +20%
EWM
402
EPG Wealth Management
Georgia
$1.12M +$66.3K +617 +6%
WT
403
Whittier Trust
California
$1.11M
PTC
404
Private Trust Company
Ohio
$1.11M +$24.9K +238 +2%
NF
405
Nvest Financial
New Hampshire
$1.1M +$509K +4,872 +85%
WI
406
Wedgewood Investors
Pennsylvania
$1.1M
WH
407
Willner & Heller
California
$1.1M +$1.1M +10,498 New
OGF
408
Orin Green Financial
California
$1.09M +$104 +1 +0%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$1.09M -$12.5K -120 -1%
AFG
410
Allegheny Financial Group
Pennsylvania
$1.09M +$382K +3,657 +54%
AWA
411
Arkadios Wealth Advisors
Georgia
$1.08M -$95.7K -916 -8%
MFG
412
MidWestOne Financial Group
Iowa
$1.08M +$1.08M +10,317 New
SSWM
413
Smith Salley Wealth Management
North Carolina
$1.07M
BFS
414
Bradley Foster & Sargent
Connecticut
$1.05M +$35.8K +343 +4%
IWC
415
Integrated Wealth Concepts
Massachusetts
$1.05M -$157K -1,507 -13%
HAS
416
Holland Advisory Services
Florida
$1.04M -$313 -3 -0%
KFI
417
Key Financial Inc
Pennsylvania
$1.04M
CCG
418
Cypress Capital Group
Florida
$1.04M +$111K +1,060 +12%
EIA
419
Eldridge Investment Advisors
New Hampshire
$1.04M +$13.6K +130 +1%
ASN
420
Advisory Services Network
Georgia
$1.03M -$22.9K -219 -2%
MA
421
Mutual Advisors
Nebraska
$1.03M +$218K +2,088 +27%
FT
422
Fiduciary Trust
Massachusetts
$1.02M
EG
423
Ellerson Group
Maryland
$1.02M
MWM
424
Mission Wealth Management
California
$1.01M +$4.28K +41 +0.4%
WMP
425
Wealth Management Partners
Arizona
$1.01M -$16.9K -162 -2%