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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 %
TCBWMS
626
Texas Capital Bank Wealth Management Services
Texas
$382K
SCA
627
St. Clair Advisors
Ohio
$382K
MAWA
628
Moss Adams Wealth Advisors
Washington
$380K +$104 +1 +0%
UWPG
629
Ullmann Wealth Partners Group
Florida
$379K +$104 +1 +0%
FA
630
FF Advisors
California
$378K +$378K +3,620 New
HA
631
HFG Advisors
Ohio
$376K
SMA
632
Sage Mountain Advisors
Georgia
$374K +$522 +5 +0.1%
MMPW
633
Mitchell McLeod Pugh & Williams
Alabama
$372K +$14K +134 +4%
SCTC
634
Sanibel Captiva Trust Company
Florida
$372K +$372K +3,560 New
BWA
635
BlueChip Wealth Advisors
Georgia
$370K +$370K +3,544 New
PCA
636
Prosperity Capital Advisors
Ohio
$370K +$370K +3,539 New
Fiera Capital (Canada)
637
Fiera Capital (Canada)
Quebec, Canada
$369K +$47.6K +456 +15%
SW
638
SkyOak Wealth
Michigan
$368K -$66.4K -636 -15%
CTWM
639
Cherry Tree Wealth Management
Minnesota
$366K
TNA
640
True North Advisors
Texas
$365K
OIA
641
OneDigital Investment Advisors
Kansas
$363K -$35.3K -338 -9%
WIM
642
Wittenberg Investment Management
Massachusetts
$361K
PCMC
643
Private Capital Management (Colorado)
Colorado
$361K
BBHC
644
Brown Brothers Harriman & Co
New York
$358K +$47K +450 +15%
CCMG
645
Clark Capital Management Group
Pennsylvania
$357K
FL
646
FreeGulliver LLC
Louisiana
$356K +$356K +3,409 New
PIFP
647
Partners in Financial Planning
Virginia
$356K
FPAS
648
Focus Partners Advisor Solutions
Missouri
$355K +$355K +3,400 New
PAG
649
Paladin Advisory Group
Iowa
$351K -$7.52K -72 -2%
EWM
650
Evercore Wealth Management
New York
$351K +$351K +3,361 New