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iShares Russell Mid-Cap Growth ETF

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
626
White Lighthouse Investment Management
Massachusetts
$393K -$1.66K -15 -0.4%
SCTC
627
Sanibel Captiva Trust Company
Florida
$393K
BWA
628
BlueChip Wealth Advisors
Georgia
$391K
SMC
629
Smith, Moore & Co
Missouri
$389K
AFWM
630
AMJ Financial Wealth Management
Virginia
$387K -$364K -3,299 -48%
EWM
631
Evercore Wealth Management
New York
$386K -$23.5K -213 -6%
WIM
632
Wittenberg Investment Management
Massachusetts
$381K
FL
633
FreeGulliver LLC
Louisiana
$378K +$993 +9 +0.3%
MAV
634
Mason & Associates (Virginia)
Virginia
$377K +$377K +3,417 New
PIFP
635
Partners in Financial Planning
Virginia
$376K
CG
636
Cynosure Group
Utah
$375K -$31.3K -284 -8%
SFM
637
Signet Financial Management
New Jersey
$371K -$7.06K -64 -2%
JSW
638
Journey Strategic Wealth
New Jersey
$371K +$171K +1,547 +85%
MA
639
MAS Advisors
Florida
$370K
AIA
640
Armor Investment Advisors
North Carolina
$369K
AWA
641
Arete Wealth Advisors
Illinois
$366K +$366K +3,314 New
PCMC
642
Private Capital Management (Colorado)
Colorado
$365K -$29.4K -266 -7%
KF
643
KKM Financial
Illinois
$364K
HA
644
HFG Advisors
Ohio
$362K -$35.1K -318 -9%
OA
645
Oxbow Advisors
Texas
$362K
BWM
646
BCGM Wealth Management
Indiana
$361K
QCG
647
Quadrant Capital Group
Ohio
$361K -$27.1K -246 -7%
SW
648
SkyOak Wealth
Michigan
$360K -$40.9K -371 -10%
ECA
649
Elevated Capital Advisors
Utah
$358K -$33.9K -307 -9%
TNA
650
True North Advisors
Texas
$358K