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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 %
CTWM
601
Cherry Tree Wealth Management
Minnesota
$320K
TNA
602
True North Advisors
Texas
$319K -$29.9K -327 -9%
WIM
603
Wittenberg Investment Management
Massachusetts
$315K
PCMC
604
Private Capital Management (Colorado)
Colorado
$315K
LWM
605
LJI Wealth Management
Indiana
$315K -$91 -1 -0%
PAG
606
Paladin Advisory Group
Iowa
$314K -$14.1K -154 -4%
MMPW
607
Mitchell McLeod Pugh & Williams
Alabama
$313K
CCMG
608
Clark Capital Management Group
Pennsylvania
$312K -$296K -3,237 -49%
PIFP
609
Partners in Financial Planning
Virginia
$311K -$365 -4 -0.1%
MA
610
MAS Advisors
Florida
$307K
AIA
611
Armor Investment Advisors
North Carolina
$306K
QCG
612
Quadrant Capital Group
Ohio
$305K
WPC
613
White Pine Capital
Minnesota
$303K
KWS
614
Keystone Wealth Services
California
$303K +$111K +1,220 +58%
SIM
615
Stratos Investment Management
Ohio
$302K
PCM
616
Parsons Capital Management
Rhode Island
$300K +$8.68K +95 +3%
OA
617
Oxbow Advisors
Texas
$300K
BB
618
Busey Bank
Illinois
$299K +$47K +515 +19%
ONST
619
Old North State Trust
North Carolina
$296K
VCA
620
Verdence Capital Advisors
Maryland
$293K
OWM
621
Orgel Wealth Management
Wisconsin
$292K -$46.3K -507 -14%
DFG
622
Delta Financial Group
New Jersey
$292K +$292K +3,191 New
CAAS
623
Capital Asset Advisory Services
Michigan
$291K -$33.3K -358 -10%
WTB
624
Washington Trust Bank
Washington
$291K -$140K -1,538 -33%
AWA
625
Arete Wealth Advisors
Illinois
$288K -$5.39K -59 -2%