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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 %
CIA
451
Concurrent Investment Advisors
Florida
$827K +$827K +7,922 New
R
452
Rebalance
California
$816K -$41.6K -398 -5%
WGCA
453
Wolf Group Capital Advisors
Virginia
$816K +$16.3K +169 +2%
AF
454
Affiance Financial
Minnesota
$815K
CAS
455
Coppell Advisory Solutions
Texas
$814K +$804K +7,700 +8,750%
MFGP
456
Marshall Financial Group (Pennsylvania)
Pennsylvania
$802K +$2.3K +22 +0.3%
SFP
457
Sweet Financial Partners
Minnesota
$798K
HTC
458
Haverford Trust Company
Pennsylvania
$798K
B
459
Bensler
Washington
$794K -$23.3K -223 -3%
LBC
460
Lowe Brockenbrough & Co
Virginia
$791K
EA
461
Eudaimonia Advisors
Tennessee
$791K -$12.6K -121 -2%
CPSC
462
Carl P. Sherr & Co
Massachusetts
$790K -$360K -3,442 -31%
SWM
463
Spire Wealth Management
Virginia
$788K +$104K +998 +15%
RWM
464
Rockwood Wealth Management
Pennsylvania
$788K -$12K -115 -2%
BFC
465
Bedel Financial Consulting
Indiana
$788K +$73.5K +704 +10%
CGPCS
466
Capital Group Private Client Services
California
$785K -$10.1K -97 -1%
GPA
467
Garrison Point Advisors
California
$784K
WAP
468
Wealthcare Advisory Partners
Pennsylvania
$783K +$80.9K +774 +12%
WCG
469
Wall Capital Group
Arizona
$780K +$780K +7,468 New
GT
470
Greenleaf Trust
Michigan
$769K -$5.54K -53 -0.7%
AA
471
Argent Advisors
Louisiana
$769K +$98.2K +940 +15%
SF
472
Summit Financial
New Jersey
$769K +$16.3K +156 +2%
RFG
473
REAP Financial Group
Texas
$754K +$754K +7,214 New
VA
474
Valmark Advisers
Ohio
$752K -$40.7K -390 -5%
RWP
475
Revolve Wealth Partners
New Jersey
$751K -$1.05K -10 -0.1%