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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 %
IAG
551
Investmark Advisory Group
Connecticut
$538K +$17.6K +168 +3%
FCAS
552
First Command Advisory Services
Texas
$533K -$72.2K -691 -12%
TFS
553
Thoroughbred Financial Services
Tennessee
$532K +$162K +1,557 +44%
V
554
ViaWealth
Kansas
$531K
CCM
555
Cohen Capital Management
California
$531K +$836 +8 +0.2%
WTC
556
WhitTier Trust Company
Nevada
$530K
CWM
557
Chicago Wealth Management
Illinois
$526K -$9.21M -88,183 -95%
GP
558
Girard Partners
Pennsylvania
$524K +$29.6K +283 +6%
MCM
559
Manchester Capital Management
Vermont
$524K
HF
560
Halpern Financial
Virginia
$523K
GC
561
Gilbert & Cook
Iowa
$520K -$7.42K -71 -1%
FA
562
FDx Advisors
Illinois
$511K -$93K -891 -15%
PWMG
563
Prestige Wealth Management Group
New Jersey
$511K -$940 -9 -0.2%
AA
564
Aire Advisors
California
$504K +$7.32K +70 +1%
PWM
565
Perigon Wealth Management
California
$503K +$132K +1,264 +36%
PCA
566
Providence Capital Advisors
North Carolina
$502K
LTAS
567
Linden Thomas Advisory Services
North Carolina
$497K +$217K +2,080 +78%
FIBT
568
First International Bank & Trust
North Dakota
$496K
CFG
569
Cooper Financial Group
California
$493K -$11.7K -112 -2%
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$492K +$10K +96 +2%
FI
571
Financial Insights
Washington
$491K -$40K -383 -8%
IAN
572
Integrated Advisors Network
Texas
$491K +$85K +814 +21%
FPW
573
Flagship Private Wealth
Massachusetts
$491K
PWP
574
Principle Wealth Partners
Connecticut
$488K
MFWP
575
Mosaic Family Wealth Partners
Missouri
$487K +$209 +2 +0%