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iShares Russell Mid-Cap Growth ETF

812 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+100
Holders Change %
+14.04%
% of All Funds
14.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.89%
New
148
Increased
224
Reduced
261
Closed
37
Calls
$4.96M
Puts
$2.1M
Net Calls
+$2.86M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
476
Balentine LLC
Georgia
$444K
IWM
477
IHT Wealth Management
Illinois
$440K -$17.8K -174 -4%
VFA
478
Valeo Financial Advisors
Indiana
$434K +$35.6K +347 +9%
GC
479
Gratus Capital
Georgia
$429K
FA
480
FDx Advisors
Illinois
$427K -$3.8K -37 -0.9%
UWPG
481
Ullmann Wealth Partners Group
Florida
$427K
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$420K +$420K +4,094 New
BWP
483
Baldwin Wealth Partners
Massachusetts
$418K
CAM
484
Cresset Asset Management
Illinois
$418K
BCA
485
Biltmore Capital Advisors
New Jersey
$415K +$123K +1,203 +42%
MIA
486
MainStreet Investment Advisors
Illinois
$414K
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$414K
HSA
488
HBK Sorce Advisory
Pennsylvania
$413K +$7.4K +72 +2%
AP
489
Adero Partners
California
$411K
GCP
490
GSA Capital Partners
United Kingdom
$411K +$411K +4,001 New
CHJWM
491
Carlton Hofferkamp & Jenks Wealth Management
Texas
$408K -$58.2K -549 -12%
TCBWMS
492
Texas Capital Bank Wealth Management Services
Texas
$405K
9WM
493
9258 Wealth Management
Ohio
$405K +$116K +1,130 +40%
SCA
494
Sage Capital Advisors
South Dakota
$401K
DC
495
Davenport & Co
Virginia
$401K +$59.3K +578 +17%
KPWS
496
Kestra Private Wealth Services
Texas
$398K +$35.1K +342 +10%
DAS
497
Dynamic Advisor Solutions
Arizona
$398K +$398K +3,875 New
BP
498
Ballentine Partners
Massachusetts
$390K -$411 -4 -0.1%
AW
499
ACG Wealth
Georgia
$389K
PCMC
500
Private Capital Management (Colorado)
Colorado
$385K -$25.7K -250 -6%