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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 %
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$212K
BA
677
Ballast Advisors
Minnesota
$210K
OWA
678
Opal Wealth Advisors
New York
$209K
BCM
679
Buckhead Capital Management
Georgia
$209K
RIM
680
Rockbridge Investment Management
New York
$208K
KIA
681
KCM Investment Advisors
California
$206K
AC
682
Abbrea Capital
California
$205K +$205K +1,830 New
CMI
683
Clare Market Investments
Texas
$204K +$112 +1 +0.1%
MSAM
684
Moloney Securities Asset Management
Missouri
$204K -$27.8K -248 -12%
MWM
685
Merriman Wealth Management
Washington
$203K
OIA
686
OneDigital Investment Advisors
Kansas
$202K -$14.7K -131 -7%
EWM
687
Empirical Wealth Management
Washington
$200K +$200K +1,788 New
GPA
688
Guidance Point Advisors
Massachusetts
$197K +$197K +1,764 New
HFS
689
HBC Financial Services
Washington
$193K
AIM
690
Acropolis Investment Management
Missouri
$193K
SWM
691
Sugarloaf Wealth Management
Georgia
$187K
PO
692
Private Ocean
California
$185K
KPCM
693
Kings Point Capital Management
New York
$178K
CHC
694
City Holding Co
West Virginia
$178K +$21K +187 +13%
FCA
695
FinTrust Capital Advisors
South Carolina
$176K
DSC
696
Duncker Streett & Co
Missouri
$173K
BFEC
697
Benjamin F. Edwards & Company
Missouri
$164K -$2.68K -24 -2%
BWL
698
Bogart Wealth LLC
Virginia
$160K
JWM
699
Janiczek Wealth Management
Colorado
$160K +$2.12K +19 +1%
SWA
700
SOA Wealth Advisors
New York
$160K +$89.2K +800 +126%