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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 %
FIM
451
Freedom Investment Management
Connecticut
$638K -$204K -2,233 -24%
RT
452
Rockland Trust
Massachusetts
$631K -$52.5K -575 -8%
EIP
453
Easterly Investment Partners
Massachusetts
$630K
NCM
454
Next Capital Management
New York
$630K -$22.8K -250 -3%
RSWM
455
Robertson Stephens Wealth Management
California
$628K -$82.4K -900 -12%
BFC
456
Bedel Financial Consulting
Indiana
$624K +$77.6K +850 +14%
AFG
457
Allegheny Financial Group
Pennsylvania
$618K -$9.5K -104 -2%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$614K -$10.9K -119 -2%
GWSA
459
Global Wealth Strategies & Associates
Colorado
$609K -$13.2K -145 -2%
FUBT
460
First United Bank & Trust
Maryland
$605K -$20.6K -225 -3%
SWM
461
Spire Wealth Management
Virginia
$601K -$8.4K -92 -1%
TC
462
TownSquare Capital
Utah
$600K +$137K +1,497 +30%
HWA
463
Heritage Wealth Advisors
Virginia
$588K -$5.57K -61 -0.9%
FA
464
Financial Alternatives
California
$587K
AA
465
Argent Advisors
Louisiana
$586K +$54.8K +600 +10%
MFG
466
Magnus Financial Group
New York
$585K +$36.5K +400 +7%
RRA
467
Round Rock Advisors
Connecticut
$583K -$54.9K -601 -9%
NFC
468
Northeast Financial Consultants
Connecticut
$583K
ATPW
469
Ashton Thomas Private Wealth
Arizona
$580K -$39.5K -432 -6%
TC
470
Trilogy Capital
California
$572K -$27.5K -301 -5%
LIM
471
Leavell Investment Management
Alabama
$572K +$93.3K +1,019 +19%
SFC
472
Strategic Financial Concepts
Texas
$568K +$156K +1,707 +38%
CBFP
473
Cedar Brook Financial Partners
Ohio
$567K
AP
474
Appleton Partners
Massachusetts
$560K -$4.39K -48 -0.8%
LMKC
475
L.M. Kohn & Company
Ohio
$554K