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iShares Russell Mid-Cap Growth ETF

798 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 222 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-14
Holders Change %
-1.72%
% of All Funds
14.05%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
49
Increased
222
Reduced
301
Closed
53
Calls
$5.53M
Puts
$1.64M
Net Calls
+$3.88M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
501
Hollencrest Capital Management
California
$369K
IWC
502
Integrated Wealth Concepts
Massachusetts
$369K +$100K +985 +37%
AA
503
Ancora Advisors
Ohio
$368K +$40.9K +400 +12%
CBT
504
Capital Bank & Trust
California
$367K
Bank of Montreal
505
Bank of Montreal
Ontario, Canada
$365K -$11M -103,728 -97%
WS
506
Wedbush Securities
California
$365K +$365K +3,574 New
VA
507
Valmark Advisers
Ohio
$362K -$94.3K -923 -21%
IA
508
Insight Advisors
Pennsylvania
$362K
WPC
509
White Pine Capital
Minnesota
$361K
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$360K -$7.45K -73 -2%
NAS
511
Nicolet Advisory Services
Wisconsin
$360K +$102 +1 +0%
William Blair Investment Management
512
William Blair Investment Management
Illinois
$360K +$177K +1,740 +97%
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$359K -$59.3K -580 -14%
TP
514
Tranquility Partners
Tennessee
$357K
WLIM
515
White Lighthouse Investment Management
Massachusetts
$357K +$5.1K +50 +1%
RSS
516
Rosenblum Silverman Sutton
California
$357K +$91.9K +900 +35%
GRP
517
Global Retirement Partners
California
$356K -$5.01K -49 -1%
ZIM
518
Zacks Investment Management
Illinois
$354K
BL
519
Balentine LLC
Georgia
$350K -$92K -901 -21%
BAM
520
Berkshire Asset Management
Pennsylvania
$349K
BFA
521
Bragg Financial Advisors
North Carolina
$349K +$117K +1,150 +51%
TNA
522
True North Advisors
Texas
$346K -$3.57K -35 -1%
WF
523
WoodTrust Financial
Wisconsin
$339K
PMFA
524
Plante Moran Financial Advisors
Michigan
$335K
OA
525
Oxbow Advisors
Texas
$335K