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iShares Russell Mid-Cap Growth ETF

1,013 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 152 funds opening new positions, 342 increasing their positions, 271 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $752K

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

28% more capital invested

Capital invested by funds: $9.24B → $11.9B (+$2.63B)

26% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 271

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

10% more funds holding

Funds holding: 9171,013 (+96)

7.21% more ownership

Funds ownership: 75.05%82.27% (+7.2%)

Holders
1,013
Holders Change
+96
Holders Change %
+10.47%
% of All Funds
14.77%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
152
Increased
342
Reduced
271
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$78.6M +$4.97M +52,441 +7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$72.3M +$5.93M +62,569 +10%
CFB
28
Cullen/Frost Bankers
Texas
$69.7M +$11.4M +119,872 +22%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$68.4M -$11.5M -120,818 -16%
CAM
30
Congress Asset Management
Massachusetts
$61.5M +$30.9M +326,178 +124%
EH
31
Equitable Holdings
New York
$61.5M +$4.01M +42,287 +8%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$55.9M -$45.1M -475,728 -47%
Barclays
33
Barclays
United Kingdom
$53.4M +$48.3M +510,020 +55,437%
Mariner
34
Mariner
Kansas
$51.1M +$689K +7,264 +2%
SRA
35
Summit Rock Advisors
New York
$48.8M -$13M -136,783 -23%
RA
36
Rodgers & Associates
Pennsylvania
$48.6M -$284K -2,999 -0.6%
SGAM
37
Stephens Group Asset Management
Arkansas
$47.4M -$1.96M -20,684 -4%
AWM
38
AE Wealth Management
Kansas
$45.8M +$18.8M +198,473 +83%
JIC
39
Johnson Investment Counsel
Ohio
$45.3M -$379K -4,001 -0.9%
SI
40
Stephens Inc
Arkansas
$39.3M +$2.37M +25,005 +7%
Creative Planning
41
Creative Planning
Kansas
$39.2M -$723K -7,625 -2%
M&T Bank
42
M&T Bank
New York
$37.6M -$324K -3,423 -0.9%
RJA
43
Raymond James & Associates
Florida
$36.6M +$2.25M +23,778 +7%
GW
44
GW & Wade
Massachusetts
$35.3M +$1M +10,599 +3%
ANTB
45
AMG National Trust Bank
Colorado
$33.8M -$210K -2,219 -0.7%
BCI
46
Brinker Capital Investments
Pennsylvania
$31.6M +$1.98M +20,835 +7%
OPS
47
Orion Portfolio Solutions
Nebraska
$31.6M +$1.98M +20,835 +7%
HFS
48
Hantz Financial Services
Michigan
$31.2M -$1.39M -14,695 -5%
RFA
49
RTD Financial Advisors
Pennsylvania
$29.7M -$233K -2,458 -0.9%
HighTower Advisors
50
HighTower Advisors
Illinois
$29M +$988K +10,425 +4%