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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 %
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$208K -$89.4K -872 -30%
EWM
652
Evercore Wealth Management
New York
$208K +$208K +2,028 New
BFA
653
Beacon Financial Advisory
Ohio
$207K -$119K -1,160 -37%
LWAC
654
Laurel Wealth Advisors (California)
California
$206K +$206K +2,010 New
SWM
655
Sugarloaf Wealth Management
Georgia
$205K +$33.7K +328 +20%
PP
656
Pegasus Partners
Wisconsin
$205K +$205K +2,000 New
DK
657
Darrell & King
Virginia
$204K +$204K +1,984 New
WCM
658
Windsor Capital Management
Arizona
$204K +$204K +1,995 New
Fisher Asset Management
659
Fisher Asset Management
Washington
$203K +$203K +1,975 New
HA
660
Harfst & Associates
Wyoming
$203K +$203K +1,978 New
Deutsche Bank
661
Deutsche Bank
Germany
$202K -$7.19K -70 -3%
AIM
662
Arcadia Investment Management
Michigan
$201K
SW
663
SteelPeak Wealth
California
$200K -$52.4K -510 -21%
SIC
664
Salem Investment Counselors
North Carolina
$200K +$54.5K +532 +37%
BA
665
Ballast Advisors
Minnesota
$199K -$14.8K -144 -7%
CF
666
Centaurus Financial
California
$195K +$17.1K +166 +10%
TCOV
667
Trust Company of Vermont
Vermont
$195K +$70K +680 +56%
RIM
668
Rockbridge Investment Management
New York
$190K
CWA
669
Clearview Wealth Advisors
Oregon
$189K +$189K +1,842 New
IBOK
670
Independence Bank of Kentucky
Kentucky
$186K +$16.2K +158 +10%
William Blair Investment Management
671
William Blair Investment Management
Illinois
$184K -$80.2K -780 -30%
HFS
672
HBC Financial Services
Washington
$178K
HFA
673
Hoover Financial Advisors
Pennsylvania
$177K -$83.8K -793 -32%
AIM
674
Acropolis Investment Management
Missouri
$177K
PO
675
Private Ocean
California
$170K -$11.1K -108 -6%