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iShares Russell Mid-Cap Growth ETF

807 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 244 increasing their positions, 274 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
-17
Holders Change %
-2.06%
% of All Funds
13.95%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.5%
New
52
Increased
244
Reduced
274
Closed
56
Calls
$5.2M
Puts
$2.48M
Net Calls
+$2.72M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
551
ACG Wealth
Georgia
$292K -$2.74K -35 -0.9%
SCA
552
Sage Capital Advisors
South Dakota
$292K
ONST
553
Old North State Trust
North Carolina
$292K +$292K +3,724 +93,100%
LRPA
554
L. Roy Papp & Associates
Arizona
$291K
ZIM
555
Zacks Investment Management
Illinois
$290K +$290K +3,693 New
BP
556
Ballentine Partners
Massachusetts
$288K -$1.89M -24,070 -87%
SCA
557
St. Clair Advisors
Ohio
$287K
CSWM
558
Cassady Schiller Wealth Management
Ohio
$284K -$3.14K -40 -1%
UWPG
559
Ullmann Wealth Partners Group
Florida
$284K +$393 +5 +0.1%
HF
560
Halpern Financial
Virginia
$282K
HA
561
HFG Advisors
Ohio
$282K
NAS
562
Nicolet Advisory Services
Wisconsin
$281K -$5.49K -69 -2%
MWM
563
McNaughton Wealth Management
California
$273K -$26.1K -332 -9%
MMPW
564
Mitchell McLeod Pugh & Williams
Alabama
$270K +$15.4K +197 +6%
WIM
565
Wittenberg Investment Management
Massachusetts
$269K
HCM
566
HMS Capital Management
Tennessee
$265K -$511K -6,512 -66%
CAAS
567
Capital Asset Advisory Services
Michigan
$265K -$10.6K -135 -4%
AMM
568
American Money Management
California
$264K -$3.37K -43 -1%
Luther King Capital Management (LKCM)
569
Luther King Capital Management (LKCM)
Texas
$263K -$463K
QCG
570
Quadrant Capital Group
Ohio
$262K -$403K -5,140 -61%
WPC
571
White Pine Capital
Minnesota
$261K -$29.9K -380 -10%
DDC
572
DF Dent & Co
Maryland
$259K +$259K +3,300 New
STA
573
Summit Trail Advisors
New York
$258K +$258K +3,295 New
OA
574
Oxbow Advisors
Texas
$257K
FMN
575
Financial Management Network
California
$255K