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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 %
SFPG
526
Stonebridge Financial Planning Group
Florida
$590K +$590K +5,652 New
RPC
527
Rossmore Private Capital
Connecticut
$589K
RA
528
Ruggaard & Associates
Ohio
$585K
CAM
529
Crestone Asset Management
Colorado
$584K
NAM
530
NTV Asset Management
West Virginia
$579K
FTWA
531
Fifth Third Wealth Advisors
Ohio
$579K -$38.1K -365 -6%
DAS
532
Dynamic Advisor Solutions
Arizona
$578K +$578K +5,729 New
HSA
533
HBK Sorce Advisory
Pennsylvania
$577K +$75K +718 +15%
BP
534
Ballentine Partners
Massachusetts
$576K
WKSWA
535
White Knight Strategic Wealth Advisors
New Jersey
$575K -$11.5K -110 -2%
NFG
536
Nations Financial Group
Iowa
$575K -$3.24K -31 -0.6%
OFG
537
Oxford Financial Group
Indiana
$574K -$18.8K -180 -3%
MM
538
Meridian Management
Arkansas
$569K
SHJ
539
Sharkey, Howes & Javer
Colorado
$568K
AIM
540
Allen Investment Management
New York
$568K
LFAS
541
Level Four Advisory Services
Texas
$561K +$120K +1,147 +27%
RTL
542
Red Tortoise LLC
Georgia
$556K +$1.88K +18 +0.3%
CWM
543
Cornerstone Wealth Management
Missouri
$556K +$14.6K +140 +3%
PCS
544
Private Client Services
Kentucky
$555K +$555K +5,317 New
EIM
545
Essex Investment Management
Massachusetts
$553K +$553K +5,296 New
ABC
546
Associated Banc-Corp
Wisconsin
$553K -$836 -8 -0.2%
WP
547
WealthPLAN Partners
Nebraska
$550K
SWA
548
Stratos Wealth Advisors
Ohio
$549K +$63.3K +606 +13%
B
549
Bailard
California
$543K
ESB
550
Essex Savings Bank
Connecticut
$539K