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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 %
WFM
601
Wolff Financial Management
Michigan
$429K -$45.9K -440 -10%
HGERS
602
Householder Group Estate & Retirement Specialist
Arizona
$426K +$298K +2,856 +234%
WP
603
Westmount Partners
California
$424K
SC
604
Steph & Co
Wisconsin
$422K -$18.8K -180 -4%
GFS
605
GYL Financial Synergies
Connecticut
$420K +$172K +1,650 +70%
Luther King Capital Management (LKCM)
606
Luther King Capital Management (LKCM)
Texas
$419K -$366K
RMDI
607
R.M. Davis Inc
Maine
$418K -$45.3K -434 -10%
AP
608
Adero Partners
California
$418K
SA
609
Skyline Advisors
Washington
$416K +$416K +3,985 New
UCMOK
610
United Capital Management of KS
Kansas
$411K -$69.2K -662 -14%
WLPWM
611
Walled Lake Planning & Wealth Management
Illinois
$407K +$4.6K +44 +1%
BWA
612
Burt Wealth Advisors
Maryland
$405K
OC
613
Oarsman Capital
Wisconsin
$404K +$151K +1,444 +60%
LPAM
614
Lodestar Private Asset Management
California
$402K -$3.13K -30 -0.8%
EW
615
Element Wealth
Mississippi
$397K +$5.43K +52 +1%
MC
616
Middleton & Co
Massachusetts
$391K
NAS
617
Nicolet Advisory Services
Wisconsin
$390K +$101 +1 +0%
SCA
618
Sage Capital Advisors
South Dakota
$389K
LRPA
619
L. Roy Papp & Associates
Arizona
$389K +$418 +4 +0.1%
WLIM
620
White Lighthouse Investment Management
Massachusetts
$389K +$61.6K +590 +19%
PFA
621
Pure Financial Advisors
California
$387K -$7.1K -68 -2%
SMC
622
Smith, Moore & Co
Missouri
$386K -$731 -7 -0.2%
SFM
623
Signet Financial Management
New Jersey
$386K +$313 +3 +0.1%
CG
624
Cynosure Group
Utah
$385K +$836 +8 +0.2%
DT
625
Diversified Trust
Tennessee
$383K