IWP icon

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 %
WI
476
Wintrust Investments
Illinois
$551K -$135K -1,474 -20%
SC
477
SouthState Corp
Florida
$549K
PFA
478
Pathway Financial Advisors
Vermont
$548K
VCM
479
Viewpoint Capital Management
Washington
$548K
CWM
480
Cahaba Wealth Management
Georgia
$546K +$8.22K +90 +2%
RIS
481
Retirement Income Solutions
Michigan
$546K
PPP
482
Private Portfolio Partners
New Jersey
$545K
SWP
483
Summit Wealth Partners
Florida
$544K -$4.84K -53 -0.9%
OL
484
Owen LaRue
Kentucky
$544K -$457 -5 -0.1%
FTWA
485
Fifth Third Wealth Advisors
Ohio
$539K -$3.65K -40 -0.7%
APCM
486
Alaska Permanent Capital Management
Alaska
$539K
ODIJL
487
One Day In July LLC
Vermont
$537K +$10K +110 +2%
BWA
488
BlueSky Wealth Advisors
North Carolina
$534K
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$533K +$144K +1,580 +37%
FCAS
490
First Command Advisory Services
Texas
$529K +$529K +5,790 New
FA
491
FDx Advisors
Illinois
$528K -$376K -4,115 -42%
NF
492
Nvest Financial
New Hampshire
$521K +$521K +5,703 New
OFG
493
Oxford Financial Group
Indiana
$518K
Lazard Asset Management
494
Lazard Asset Management
New York
$517K
RPC
495
Rossmore Private Capital
Connecticut
$515K
NB
496
NBT Bank
New York
$514K +$514K +5,627 New
WKSWA
497
White Knight Strategic Wealth Advisors
New Jersey
$513K -$37.2K -407 -7%
RA
498
Ruggaard & Associates
Ohio
$512K
CAM
499
Crestone Asset Management
Colorado
$510K +$510K +5,586 New
NAM
500
NTV Asset Management
West Virginia
$507K -$43.3K -474 -8%