IWP icon

iShares Russell Mid-Cap Growth ETF

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K
Name Holding Trade Value Shares
Change
Shares
Change %
UL
651
Unionview LLC
Washington
$274K +$10.1K +105 +4%
SRC
652
Sage Rhino Capital
California
$272K
BAM
653
Belpointe Asset Management
Nevada
$269K -$433K -4,485 -62%
BB
654
Busey Bank
Illinois
$267K
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$266K +2,757 New
WCM
656
Windsor Capital Management
Arizona
$265K
LIA
657
LifePlan Investment Advisors
North Carolina
$263K +$263K +2,718 New
SWM
658
SeaCrest Wealth Management
New York
$262K
CPSAC
659
Chas P. Smith & Associates (CPS)
Florida
$262K
AWA
660
Amplius Wealth Advisors
Pennsylvania
$262K -$257K -2,664 -50%
SFS
661
Stiles Financial Services
Minnesota
$261K
MFA
662
Mayflower Financial Advisors
Massachusetts
$259K -$8.31K -86 -3%
FFA
663
First Foundation Advisors
California
$258K +$258K +2,674 New
BTWM
664
Baker Tilly Wealth Management
Wisconsin
$258K
NEWAS
665
N.E.W. Advisory Services
Wisconsin
$256K
FIM
666
Fernwood Investment Management
Massachusetts
$255K
GCM
667
Geneva Capital Management
Wisconsin
$254K -$937K -9,697 -79%
YIA
668
YHB Investment Advisors
Connecticut
$253K -$1.35K -14 -0.5%
CFA
669
Cahill Financial Advisors
Minnesota
$252K +$9.95K +103 +4%
NHC
670
Nicholas Hoffman & Company
Georgia
$252K
BB
671
Bell Bank
North Dakota
$251K +$251K +2,600 New
PVAMC
672
PPS&V Asset Management Consultants
Michigan
$251K -$40.4K -360 -14%
CG
673
Caprock Group
Idaho
$249K
WP
674
WMS Partners
Maryland
$247K +$247K +2,552 New
TA
675
TrueWealth Advisors
Alabama
$247K