IWP icon

iShares Russell Mid-Cap Growth ETF

812 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+100
Holders Change %
+14.04%
% of All Funds
14.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.89%
New
148
Increased
224
Reduced
261
Closed
37
Calls
$4.96M
Puts
$2.1M
Net Calls
+$2.86M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
626
Bragg Financial Advisors
North Carolina
$233K -$34.9K -340 -13%
FFS
627
Founders Financial Securities
Maryland
$233K +$233K +2,266 New
SXL
628
Summit X LLC
Missouri
$231K -$128K -1,242 -36%
IIC
629
Ironwood Investment Counsel
Arizona
$230K +$230K +2,250 New
PL
630
Plancorp LLC
Missouri
$228K +$228K +2,219 New
HCIA
631
Hochman Cole Investment Advisors
Illinois
$227K +$227K +2,210 New
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K
SIC
633
Sigma Investment Counselors
Michigan
$224K +$224K +2,184 New
SWA
634
Sax Wealth Advisors
New Jersey
$224K +$224K +2,184 New
SC
635
Savant Capital
Illinois
$224K +$224K +2,186 New
OWA
636
Opal Wealth Advisors
New York
$223K +$223K +2,176 New
PFO
637
Pathstone Family Office
New Jersey
$222K +$205 +2 +0.1%
LSAG
638
Lake Street Advisors Group
New Hampshire
$222K +$222K +2,160 New
DWM
639
Dakota Wealth Management
Florida
$220K -$291K -2,832 -57%
WP
640
WealthSource Partners
California
$220K +$220K +2,148 New
MAFM
641
Mid Atlantic Financial Management
Pennsylvania
$219K -$44.2K -431 -17%
OC
642
Oakworth Capital
Alabama
$218K
TTWM
643
TCV Trust & Wealth Management
Virginia
$218K +$218K +2,120 New
DIP
644
DT Investment Partners
Pennsylvania
$218K +$218K +2,124 New
EW
645
Element Wealth
Mississippi
$217K +$198K +1,930 +1,049%
CPSAC
646
Chas P. Smith & Associates (CPS)
Florida
$217K +$217K +2,114 New
PP
647
PDS Planning
Ohio
$213K +$213K +2,076 New
AllianceBernstein
648
AllianceBernstein
Tennessee
$212K +$212K +2,064 New
GC
649
Garde Capital
Washington
$212K +$212K +2,074 New
TC
650
Telemus Capital
Michigan
$209K -$41.7K -407 -17%