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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 %
CSPAM
426
Cary Street Partners Asset Management
Virginia
$990K +$9.09K +87 +0.9%
BWM
427
Brickley Wealth Management
California
$984K -$4.81K -46 -0.5%
MA
428
MONECO Advisors
Connecticut
$959K +$10.7K +102 +1%
LI
429
LMCG Investments
Massachusetts
$950K
PCM
430
Pointe Capital Management
Michigan
$948K +$505K +4,830 +114%
SWA
431
Strata Wealth Advisors
Texas
$944K
PPW
432
PACK Private Wealth
Minnesota
$943K -$83.4K -798 -8%
CAL
433
Capital Analysts LLC
Pennsylvania
$936K -$6.79K -65 -0.7%
RJT
434
Raymond James Trust
Florida
$931K -$254K -2,431 -21%
BBA
435
BLB&B Advisors
Pennsylvania
$927K +$83.7K +801 +10%
1SB
436
1ST Source Bank
Indiana
$896K +$48.7K +466 +6%
BIG
437
Builder Investment Group
Georgia
$889K
WCA
438
Waypoint Capital Advisors
Minnesota
$884K
S
439
SignatureFD
Georgia
$882K +$74.9K +717 +9%
Wealthfront Advisers
440
Wealthfront Advisers
California
$881K +$62.6K +599 +8%
PA
441
Parallel Advisors
California
$867K +$109K +1,048 +14%
CSWM
442
Cassady Schiller Wealth Management
Ohio
$864K +$104 +1 +0%
EWA
443
Etesian Wealth Advisors
Oregon
$862K
AAS
444
Ameritas Advisory Services
Nebraska
$856K -$1.56M -14,559 -65%
NS
445
NBC Securities
Alabama
$850K +$15.1K +145 +2%
SVWAG
446
Sound View Wealth Advisors Group
Georgia
$838K -$58K -555 -6%
GA
447
GFS Advisors
Texas
$836K
AFC
448
AFT Forsyth & Company
Florida
$832K +$313 +3 +0%
CWM
449
Calamos Wealth Management
Illinois
$830K
BIA
450
BHK Investment Advisors
Alabama
$829K -$69.4K -664 -8%