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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 %
PWM
576
Perigon Wealth Management
California
$251K
Fiera Capital (Canada)
577
Fiera Capital (Canada)
Quebec, Canada
$251K
SFA
578
Sequoia Financial Advisors
Ohio
$250K +$15.7K +200 +7%
SW
579
SkyOak Wealth
Michigan
$248K +$24.4K +312 +11%
PWMAG
580
Pinnacle Wealth Management Advisory Group
New Jersey
$248K +$248K +3,160 New
PFA
581
Pure Financial Advisors
California
$246K -$228K -2,911 -48%
CHJWM
582
Carlton Hofferkamp & Jenks Wealth Management
Texas
$246K +$888 +11 +0.4%
MAM
583
Madison Asset Management
Wisconsin
$245K
AA
584
Ancora Advisors
Ohio
$245K
WA
585
WealthTrust Axiom
Pennsylvania
$244K
BCM
586
Bourgeon Capital Management
Connecticut
$244K
CAL
587
Capital Advisors Ltd
Ohio
$244K
KIG
588
Kowal Investment Group
Wisconsin
$243K +$628 +8 +0.3%
TYCC
589
Texas Yale Capital Corp
Florida
$242K
PMFA
590
Plante Moran Financial Advisors
Michigan
$238K -$50.2K -640 -17%
PCA
591
Pallas Capital Advisors
Massachusetts
$237K
SMA
592
Sage Mountain Advisors
Georgia
$235K
BFA
593
BMS Financial Advisors
South Dakota
$235K +$235K +2,998 New
EL
594
EMFO LLC
Florida
$234K
AWM
595
Apollon Wealth Management
South Carolina
$234K
PWP
596
Perfromance Wealth Partners
Illinois
$234K
BTWM
597
Baker Tilly Wealth Management
Wisconsin
$234K +$9.97K +127 +4%
LC
598
LCNB Corp
Ohio
$232K -$103K -1,310 -31%
DWT
599
Dorsey & Whitney Trust
South Dakota
$231K +$231K +2,950 New
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$230K +$1.18K +15 +0.5%