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iShares Russell Mid-Cap Growth ETF

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Shares
Change %
PLU
751
Performa Ltd (US)
South Carolina
$132K
TF
752
Tompkins Financial
New York
$130K -$41.7K -456 -24%
MIA
753
Milestone Investment Advisors
Wisconsin
$129K +$23.5K +257 +22%
SWA
754
SOA Wealth Advisors
New York
$128K
POIA
755
Pin Oak Investment Advisors
Texas
$127K
AIM
756
Acropolis Investment Management
Missouri
$125K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$124K
EK
758
Evensky & Katz
Florida
$124K
HGERS
759
Householder Group Estate & Retirement Specialist
Arizona
$112K +$112K +1,223 New
BA
760
Ballast Advisors
Minnesota
$111K -$24K -263 -18%
GBT
761
Grove Bank & Trust
Florida
$110K
OLVIG
762
Oliver Lagore Vanvalin Investment Group
Michigan
$107K -$343K -3,751 -76%
BWL
763
Bogart Wealth LLC
Virginia
$106K
IBOK
764
Independence Bank of Kentucky
Kentucky
$106K
OSAM
765
O'Shaughnessy Asset Management
Connecticut
$105K +$4.93K +54 +5%
CBT
766
CoreFirst Bank & Trust
Kansas
$100K
EWA
767
EverSource Wealth Advisors
Alabama
$100K
MA
768
Montag & Associates
Georgia
$100K -$4.58K -50 -4%
LWCFA
769
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99.8K
USB
770
Union Savings Bank
Connecticut
$99.7K -$4.93K -54 -5%
RG
771
Retirement Group
California
$96.9K
DWMG
772
DB Wealth Management Group
California
$96.8K +$70.3K +770 +266%
ACA
773
Aptus Capital Advisors
Alabama
$93.3K +$21.3K +233 +30%
TC
774
Trust Company
Kansas
$93K
EWM
775
Evermay Wealth Management
Virginia
$91.5K