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iShares Russell Mid-Cap Growth ETF

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Westfield Capital Management
626
Westfield Capital Management
Massachusetts
$256K +$49.8K +444 +24%
WJWM
627
Williams Jones Wealth Management
New York
$256K +$256K +2,286 New
WP
628
WealthSource Partners
California
$254K +$12.9K +115 +5%
IBOK
629
Independence Bank of Kentucky
Kentucky
$253K
IIC
630
Ironwood Investment Counsel
Arizona
$252K
FFS
631
Founders Financial Securities
Maryland
$252K
AWA
632
Arete Wealth Advisors
Illinois
$250K +$250K +2,231 New
HCIA
633
Hochman Cole Investment Advisors
Illinois
$248K
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K
GDP
635
Great Diamond Partners
Maine
$244K
CPSAC
636
Chas P. Smith & Associates (CPS)
Florida
$244K +$10.2K +91 +4%
FA
637
Fermata Advisors
California
$244K +$244K +2,181 New
AT
638
Arden Trust
Delaware
$243K -$23.1K -206 -9%
CWS
639
Cypress Wealth Services
California
$243K
BBA
640
Braun-Bostich & Associates
Pennsylvania
$242K
TCOV
641
Trust Company of Vermont
Vermont
$239K -$6.27K -56 -3%
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$239K
WF
643
Welch & Forbes
Massachusetts
$238K -$28K -250 -11%
GIM
644
Goelzer Investment Management
Indiana
$238K -$25.5K -227 -10%
DIP
645
DT Investment Partners
Pennsylvania
$238K
WF
646
WoodTrust Financial
Wisconsin
$238K
EBSAM
647
Eubel Brady & Suttman Asset Management
Ohio
$238K
OC
648
Oakworth Capital
Alabama
$237K -$559 -5 -0.2%
GLA
649
Great Lakes Advisors
Illinois
$236K
ONST
650
Old North State Trust
North Carolina
$235K +$167K +1,488 +244%