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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 %
VWA
726
Visionary Wealth Advisors
Illinois
$205K +$205K +2,120 New
CA
727
Clearstead Advisors
Ohio
$205K
BFW
728
Brady Family Wealth
Missouri
$204K +$204K +2,115 New
RIM
729
Rockbridge Investment Management
New York
$204K -$8.99K -93 -4%
RW
730
RVW Wealth
California
$203K +$203K +2,105 New
PP
731
PDS Planning
Ohio
$203K +$203K +2,103 New
WS
732
Wedbush Securities
California
$203K +$203K +2,106 New
KWS
733
Keystone Wealth Services
California
$203K +$203K +2,096 New
WP
734
WealthSource Partners
California
$202K +$202K +2,091 New
OC
735
Oakworth Capital
Alabama
$201K
GC
736
Garde Capital
Washington
$200K
LFA
737
LGT Financial Advisors
Texas
$196K +$196K +2,031 New
HBW
738
Hazlett, Burt & Watson
West Virginia
$195K +$47.9K +498 +33%
HCM
739
Hollencrest Capital Management
California
$188K
CFG
740
Citizens Financial Group
Rhode Island
$187K +$187K +1,932 New
VF
741
VitalStone Financial
Texas
$183K -$111K -1,219 -38%
TF
742
Tompkins Financial
New York
$182K +$105K +1,083 +135%
AIM
743
Arcadia Investment Management
Michigan
$179K
MCM
744
Mill Capital Management
North Carolina
$175K
HFS
745
HBC Financial Services
Washington
$170K
MMG
746
Monetary Management Group
Missouri
$169K
BFPW
747
BOK Financial Private Wealth
Colorado
$164K -$5.51K -57 -3%
SIC
748
Salem Investment Counselors
North Carolina
$161K
EDRH
749
Edmond de Rothschild Holding
Switzerland
$161K
SWM
750
Sugarloaf Wealth Management
Georgia
$161K