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iShares Russell Mid-Cap Growth ETF

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Shares
Change %
V
501
ViaWealth
Kansas
$463K
WTC
502
WhitTier Trust Company
Nevada
$462K +$20K +220 +5%
PWMG
503
Prestige Wealth Management Group
New Jersey
$462K
GC
504
Gilbert & Cook
Iowa
$461K -$364 -4 -0.1%
FFN
505
Focus Financial Network
Minnesota
$459K +$13.5K +148 +3%
CWM
506
Chicago Wealth Management
Illinois
$459K
MA
507
MAS Advisors
Florida
$458K
MCM
508
Manchester Capital Management
Vermont
$457K
ESB
509
Essex Savings Bank
Connecticut
$453K
RMDI
510
R.M. Davis Inc
Maine
$449K
CWM
511
Cornerstone Wealth Management
Missouri
$447K +$447K +4,915 New
AA
512
Aire Advisors
California
$444K -$220K -2,439 -33%
IAN
513
Integrated Advisors Network
Texas
$440K +$364 +4 +0.1%
PCA
514
Providence Capital Advisors
North Carolina
$438K -$47.9K -526 -10%
GSEP
515
Golden State Equity Partners
California
$431K +$431K +4,731 New
MFWP
516
Mosaic Family Wealth Partners
Missouri
$430K +$91 +1 +0%
FPW
517
Flagship Private Wealth
Massachusetts
$429K
PWP
518
Principle Wealth Partners
Connecticut
$425K
BWP
519
Baldwin Wealth Partners
Massachusetts
$424K
MCA
520
Maryland Capital Advisors
Maryland
$424K
RhumbLine Advisers
521
RhumbLine Advisers
Massachusetts
$422K -$249K -2,740 -37%
CFO
522
Callan Family Office
Pennsylvania
$422K +$422K +4,633 New
JHCP
523
Jackson Hole Capital Partners
Oklahoma
$418K +$728 +8 +0.2%
GFS
524
GYL Financial Synergies
Connecticut
$417K +$8.65K +95 +2%
TCA
525
Transcend Capital Advisors
New Jersey
$412K -$36.9K -405 -8%