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iShares Russell Mid-Cap Growth ETF

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
576
Stratos Investment Management
Ohio
$333K -$9.56K -105 -3%
SCA
577
St. Clair Advisors
Ohio
$333K
FA
578
Flagstar Advisors
New York
$331K -$6.65K -73 -2%
MAWA
579
Moss Adams Wealth Advisors
Washington
$331K
UWPG
580
Ullmann Wealth Partners Group
Florida
$330K +$273 +3 +0.1%
HA
581
HFG Advisors
Ohio
$328K
HF
582
Halpern Financial
Virginia
$327K
PAG
583
Paladin Advisory Group
Iowa
$327K +$327K +3,590 New
SMC
584
Smith, Moore & Co
Missouri
$324K -$54.6K -600 -14%
PWM
585
Perigon Wealth Management
California
$323K +$31.9K +350 +11%
9WM
586
9258 Wealth Management
Ohio
$322K
CF
587
Centaurus Financial
California
$321K +$1.55K +17 +0.5%
AA
588
Argent Advisors
Louisiana
$317K -$172K -1,890 -35%
AIA
589
Armor Investment Advisors
North Carolina
$316K -$14.4K -158 -4%
WIM
590
Wittenberg Investment Management
Massachusetts
$314K +$455 +5 +0.1%
OIA
591
OneDigital Investment Advisors
Kansas
$311K -$13.7K -151 -4%
GFP
592
Gryphon Financial Partners
Ohio
$311K +$80.2K +881 +35%
PIFP
593
Partners in Financial Planning
Virginia
$310K
T
594
TNF
Montana
$307K -$55.4K -617 -15%
SW
595
SkyOak Wealth
Michigan
$305K -$4.74K -52 -2%
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$305K -$280K
PCH
597
PGIM Custom Harvest
New Jersey
$305K -$8.01K -88 -3%
QCG
598
Quadrant Capital Group
Ohio
$304K -$57.4K -630 -16%
FTWA
599
Fifth Third Wealth Advisors
Ohio
$304K +$304K +2,199 New
WPC
600
White Pine Capital
Minnesota
$302K