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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 %
NFG
501
Nations Financial Group
Iowa
$505K -$140K -1,530 -22%
BP
502
Ballentine Partners
Massachusetts
$503K
SHJ
503
Sharkey, Howes & Javer
Colorado
$497K
AIM
504
Allen Investment Management
New York
$497K
ABC
505
Associated Banc-Corp
Wisconsin
$485K +$731 +8 +0.2%
RTL
506
Red Tortoise LLC
Georgia
$484K
TWP
507
Total Wealth Planning
Ohio
$484K -$10.4K -114 -2%
WP
508
WealthPLAN Partners
Nebraska
$481K
MM
509
Meridian Management
Arkansas
$475K
B
510
Bailard
California
$475K
HF
511
Halpern Financial
Virginia
$475K +$146K +1,600 +44%
GC
512
Gratus Capital
Georgia
$474K
CWM
513
Cornerstone Wealth Management
Missouri
$473K +$12.6K +138 +3%
ESB
514
Essex Savings Bank
Connecticut
$472K +$17.4K +191 +4%
V
515
ViaWealth
Kansas
$465K
WTC
516
WhitTier Trust Company
Nevada
$464K
CCM
517
Cohen Capital Management
California
$463K -$38.8K -425 -8%
GC
518
Gilbert & Cook
Iowa
$461K -$1.83K -20 -0.4%
MCM
519
Manchester Capital Management
Vermont
$458K
RWA
520
Ropes Wealth Advisors
Massachusetts
$455K +$26.7K +292 +6%
IAG
521
Investmark Advisory Group
Connecticut
$455K
PWMG
522
Prestige Wealth Management Group
New Jersey
$448K -$15.7K -172 -3%
CFG
523
Cooper Financial Group
California
$441K -$7.95K -87 -2%
FI
524
Financial Insights
Washington
$441K -$15.4K -178 -3%
PCA
525
Providence Capital Advisors
North Carolina
$439K