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iShares Russell Mid-Cap Growth ETF

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
551
Davenport & Co
Virginia
$401K +$15.6K +171 +4%
LCM
552
Liberty Capital Management
Michigan
$397K -$5.66K -62 -1%
TRIA
553
Trail Ridge Investment Advisors
Colorado
$390K
PCM
554
Pointe Capital Management
Michigan
$388K +$14.4K +158 +4%
LFAS
555
Level Four Advisory Services
Texas
$386K -$28.8K -315 -7%
SC
556
Steph & Co
Wisconsin
$385K -$822 -9 -0.2%
IWP
557
Icon Wealth Partners
Texas
$384K -$2.38K -26 -0.6%
BFA
558
Bragg Financial Advisors
North Carolina
$384K -$2.65K -29 -0.7%
CWM
559
CCG Wealth Management
California
$382K +$185K +2,024 +94%
DIA
560
Dana Investment Advisors
Wisconsin
$381K +$92.4K +1,012 +32%
SW
561
SkyOak Wealth
Michigan
$380K +$23.7K +259 +7%
VDI
562
Vaughan David Investments
Illinois
$379K
FWM
563
Fingerlakes Wealth Management
New York
$379K
WP
564
Westmount Partners
California
$371K
FA
565
Flagstar Advisors
New York
$367K +$15.3K +167 +4%
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$366K -$324K
AP
567
Adero Partners
California
$365K
BAM
568
Berkshire Asset Management
Pennsylvania
$363K
GWMIA
569
Global Wealth Management Investment Advisory
Florida
$359K -$177K -1,936 -33%
IIC
570
Ironwood Investment Counsel
Arizona
$357K
IAN
571
Integrated Advisors Network
Texas
$355K -$83.7K -916 -19%
LPAM
572
Lodestar Private Asset Management
California
$355K -$14.7K -161 -4%
BWA
573
Burt Wealth Advisors
Maryland
$354K -$234K -2,558 -40%
WLPWM
574
Walled Lake Planning & Wealth Management
Illinois
$352K +$10.6K +116 +3%
CIBC World Market
575
CIBC World Market
Ontario, Canada
$351K -$34.5K -378 -9%