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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$658K +$48.5K +464 +8%
SWP
502
Summit Wealth Partners
Florida
$652K +$29.8K +285 +5%
AF
503
Allworth Financial
California
$652K -$232K -2,223 -26%
TC
504
Trilogy Capital
California
$644K -$10.3K -99 -2%
NB
505
NBT Bank
New York
$642K +$54.3K +520 +9%
CBFP
506
Cedar Brook Financial Partners
Ohio
$641K
AP
507
Appleton Partners
Massachusetts
$640K
SC
508
SouthState Corp
Florida
$639K +$11.1K +106 +2%
LMKC
509
L.M. Kohn & Company
Ohio
$636K +$2.19K +21 +0.3%
CWM
510
Cahaba Wealth Management
Georgia
$631K +$6.89K +66 +1%
PFA
511
Pathway Financial Advisors
Vermont
$627K
VCM
512
Viewpoint Capital Management
Washington
$627K
OL
513
Owen LaRue
Kentucky
$624K +$2.09K +20 +0.3%
PPP
514
Private Portfolio Partners
New Jersey
$624K +$104 +1 +0%
TWP
515
Total Wealth Planning
Ohio
$623K +$70.1K +671 +13%
CAC
516
Certified Advisory Corp
Florida
$623K -$20.2M -193,241 -97%
ECM
517
Evergreen Capital Management
Washington
$619K +$378K +3,619 +157%
RhumbLine Advisers
518
RhumbLine Advisers
Massachusetts
$619K +$226K +2,160 +57%
RIS
519
Retirement Income Solutions
Michigan
$617K -$6.89K -66 -1%
BWA
520
BlueSky Wealth Advisors
North Carolina
$611K
WI
521
Wintrust Investments
Illinois
$605K -$24.1K -231 -4%
MYIA
522
Mount Yale Investment Advisors
Colorado
$599K +$348K +3,330 +139%
FWTB
523
First Western Trust Bank
Colorado
$593K +$102K +973 +21%
QCM
524
QRG Capital Management
Illinois
$591K +$93.2K +892 +19%
Lazard Asset Management
525
Lazard Asset Management
New York
$591K