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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 %
CCP
751
Clarkston Capital Partners
Michigan
$66K
TH
752
TCTC Holdings
Texas
$62K +$62K +550 New
SWA
753
Sutton Wealth Advisors
Florida
$61.4K
RP
754
Rice Partnership
Hawaii
$60K +$39K +350 +186%
EIP
755
Ellis Investment Partners
Pennsylvania
$59K -$2.65K -24 -4%
CFFP
756
Center for Financial Planning
Michigan
$56K -$2.23K -20 -4%
GWS
757
Glassman Wealth Services
Virginia
$55K -$1.11K -10 -2%
TFO
758
Tarbox Family Office
California
$53K +$111 +1 +0.2%
AIC
759
Archer Investment Corporation
Indiana
$50.9K +$50.9K +454 New
GWSG
760
GPS Wealth Strategies Group
Colorado
$50K +$1.67K +15 +3%
FF
761
FourThought Financial
Florida
$49K +$17.8K +160 +57%
PCTC
762
Perkins Coie Trust Company
Washington
$47K -$30.2K -270 -39%
FWM
763
Focused Wealth Management
New York
$47K -$15.7K -140 -25%
M
764
MOTCO
Texas
$47K
CHA
765
Carmichael Hill & Associates
Maryland
$46K
WWM
766
Wagner Wealth Management
South Carolina
$46K
CCM
767
Covington Capital Management
California
$44K
OSAM
768
O'Shaughnessy Asset Management
Connecticut
$42K
Koshinski Asset Management
769
Koshinski Asset Management
Illinois
$40.8K +$40.8K +364 New
OIA
770
Optimum Investment Advisors
Illinois
$39K
CPC
771
Consolidated Planning Corp
Georgia
$38K +$38K +340 New
GI
772
Gradient Investments
Minnesota
$37K -$3.95K -35 -10%
IWP
773
IAG Wealth Partners
Wisconsin
$36K -$4.79K -42 -12%
RFA
774
Reilly Financial Advisors
California
$35K
ANBT
775
American National Bank & Trust
Texas
$34K -$11.3K -100 -25%