IWP icon

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 %
FI
476
FWG Investments
Kentucky
$746K +$746K +7,142 New
LW
477
Linscomb Wealth
Texas
$744K -$3.13K -30 -0.4%
FIM
478
Freedom Investment Management
Connecticut
$741K +$12.2K +117 +2%
CT
479
Colonial Trust
South Carolina
$734K +$28.4K +272 +4%
GSIAS
480
Garden State Investment Advisory Services
New Jersey
$725K -$15.7K -150 -2%
GWMIA
481
Global Wealth Management Investment Advisory
Florida
$725K +$314K +3,007 +77%
PG
482
Patten Group
Tennessee
$724K -$47.6K -456 -6%
RRA
483
Round Rock Advisors
Connecticut
$722K +$55.4K +530 +8%
EIP
484
Easterly Investment Partners
Massachusetts
$720K
ATPW
485
Ashton Thomas Private Wealth
Arizona
$720K +$57K +546 +9%
RSWM
486
Robertson Stephens Wealth Management
California
$717K
HCA
487
Harbour Capital Advisors
Virginia
$715K
NCM
488
Next Capital Management
New York
$711K -$8.78K -84 -1%
LB
489
Legacy Bridge
Iowa
$711K -$43.4K -415 -6%
LIM
490
Leavell Investment Management
Alabama
$692K +$39.8K +381 +6%
RT
491
Rockland Trust
Massachusetts
$690K -$31.3K -300 -4%
FUBT
492
First United Bank & Trust
Maryland
$687K -$4.07K -39 -0.6%
GWSA
493
Global Wealth Strategies & Associates
Colorado
$686K -$10.4K -100 -1%
DDC
494
DF Dent & Co
Maryland
$681K +$681K +6,515 New
TC
495
TownSquare Capital
Utah
$679K -$7.1K -68 -1%
HWA
496
Heritage Wealth Advisors
Virginia
$672K
FA
497
Financial Alternatives
California
$671K
MFG
498
Magnus Financial Group
New York
$670K +$836 +8 +0.1%
Fayez Sarofim & Co
499
Fayez Sarofim & Co
Texas
$668K +$668K +6,108 New
NFC
500
Northeast Financial Consultants
Connecticut
$667K