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iShares Russell Mid-Cap Growth ETF

807 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 244 increasing their positions, 274 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
-17
Holders Change %
-2.06%
% of All Funds
13.95%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.5%
New
52
Increased
244
Reduced
274
Closed
56
Calls
$5.2M
Puts
$2.48M
Net Calls
+$2.72M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
501
Baldwin Wealth Partners
Massachusetts
$365K
MCA
502
Maryland Capital Advisors
Maryland
$365K
C
503
Certuity
Florida
$358K
JHCP
504
Jackson Hole Capital Partners
Oklahoma
$358K +$358K +4,564 New
LCM
505
Liberty Capital Management
Michigan
$356K
BFS
506
Bradley Foster & Sargent
Connecticut
$354K
OWM
507
Orgel Wealth Management
Wisconsin
$352K -$146K -1,864 -29%
GFS
508
GYL Financial Synergies
Connecticut
$352K
SW
509
Solidarity Wealth
Utah
$351K +$351K +4,255 New
IF
510
IRON Financial
Illinois
$350K -$3.77K -48 -1%
MMA
511
Miracle Mile Advisors
California
$350K
T
512
TNF
Montana
$339K +$2.07K +26 +0.6%
RWA
513
Ropes Wealth Advisors
Massachusetts
$338K -$3.61K -46 -1%
CIBC World Market
514
CIBC World Market
Ontario, Canada
$335K
SMC
515
Smith, Moore & Co
Missouri
$332K +$3.92K +50 +1%
IWA
516
Icon Wealth Advisors
Texas
$332K +$332K +4,234 New
CCG
517
Cypress Capital Group
Florida
$330K +$13.7K +175 +4%
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$329K +$24.6K +314 +8%
EWS
519
Evergreen Wealth Solutions
Pennsylvania
$327K -$383K -4,890 -54%
JSW
520
Journey Strategic Wealth
New Jersey
$327K +$29.6K +378 +10%
Fisher Asset Management
521
Fisher Asset Management
Washington
$326K +$326K +4,162 New
PFG
522
Peterson Financial Group
Iowa
$325K +$87K +1,109 +37%
FWM
523
Fingerlakes Wealth Management
New York
$325K -$87.3K -1,112 -21%
VDI
524
Vaughan David Investments
Illinois
$325K
AP
525
Adero Partners
California
$325K