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iShares Russell Mid-Cap Growth ETF

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
501
SouthState Corp
Florida
$629K -$54.2K -491 -8%
MCM
502
Manchester Capital Management
Vermont
$628K +$74.9K +679 +14%
JWM
503
JPL Wealth Management
Colorado
$624K +$169K +1,527 +37%
Lazard Asset Management
504
Lazard Asset Management
New York
$624K
CIM
505
Contravisory Investment Management
Massachusetts
$618K +$618K +5,602 New
RA
506
Ruggaard & Associates
Ohio
$618K
PWM
507
Perigon Wealth Management
California
$618K +$9.6K +87 +2%
CWM
508
Congress Wealth Management
Massachusetts
$617K +$217K +1,970 +54%
Qube Research & Technologies (QRT)
509
Qube Research & Technologies (QRT)
United Kingdom
$616K +$182K +1,647 +42%
NAM
510
NTV Asset Management
West Virginia
$613K
OFG
511
Oxford Financial Group
Indiana
$603K
WLPWM
512
Walled Lake Planning & Wealth Management
Illinois
$603K +$88.6K +803 +17%
NFG
513
Nations Financial Group
Iowa
$601K -$5.85K -53 -1%
SHJ
514
Sharkey, Howes & Javer
Colorado
$601K
AIM
515
Allen Investment Management
New York
$600K
WTB
516
Washington Trust Bank
Washington
$600K -$29.8K -270 -5%
RPC
517
Rossmore Private Capital
Connecticut
$599K +$2.65K +24 +0.4%
RIS
518
Retirement Income Solutions
Michigan
$598K -$54K -489 -8%
CWM
519
Cornerstone Wealth Management
Missouri
$595K -$4.3K -39 -0.7%
IAG
520
Investmark Advisory Group
Connecticut
$592K +$16.6K +150 +3%
MA
521
MONECO Advisors
Connecticut
$591K -$422K -3,821 -42%
RWM
522
Rockwood Wealth Management
Pennsylvania
$590K -$275K -2,492 -32%
WKSWA
523
White Knight Strategic Wealth Advisors
New Jersey
$588K -$19.3K -175 -3%
CCAL
524
City Center Advisors LLC
Michigan
$587K
RTL
525
Red Tortoise LLC
Georgia
$586K