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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 %
IF
526
IRON Financial
Illinois
$406K
SFC
527
Strategic Financial Concepts
Texas
$403K +$403K +4,428 New
LCM
528
Liberty Capital Management
Michigan
$402K -$11.5K -126 -3%
BFA
529
Bragg Financial Advisors
North Carolina
$401K -$25K -275 -6%
SIA
530
Stegner Investment Associates
Kentucky
$398K -$92.9K -1,027 -19%
RWA
531
Ropes Wealth Advisors
Massachusetts
$397K +$15.4K +169 +4%
DT
532
Diversified Trust
Tennessee
$396K +$396K +4,354 New
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$389K -$103K -1,135 -21%
DC
534
Davenport & Co
Virginia
$388K -$10K -110 -3%
TRIA
535
Trail Ridge Investment Advisors
Colorado
$388K
SW
536
Solidarity Wealth
Utah
$387K +$387K +4,255 New
IWP
537
Icon Wealth Partners
Texas
$385K +$385K +4,234 New
CIBC World Market
538
CIBC World Market
Ontario, Canada
$384K -$4K -44 -1%
Fiera Capital (Canada)
539
Fiera Capital (Canada)
Quebec, Canada
$382K -$151K -1,657 -28%
AA
540
Advisory Alpha
Michigan
$382K +$8.56K +94 +2%
Wealth Enhancement Advisory Services
541
Wealth Enhancement Advisory Services
Minnesota
$381K +$381K +4,187 New
VDI
542
Vaughan David Investments
Illinois
$378K
FWM
543
Fingerlakes Wealth Management
New York
$377K -$546 -6 -0.1%
VF
544
VitalStone Financial
Texas
$373K +$55K +477 +17%
LPAM
545
Lodestar Private Asset Management
California
$372K -$86.8K -953 -19%
BFS
546
Bradley Foster & Sargent
Connecticut
$371K -$6.83K -75 -2%
WP
547
Westmount Partners
California
$369K
IAG
548
Investmark Advisory Group
Connecticut
$369K -$417K -4,579 -53%
PCMC
549
Private Capital Management (Colorado)
Colorado
$366K -$10.4K -114 -3%
AP
550
Adero Partners
California
$364K