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iShares Russell Mid-Cap Growth ETF

1,007 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+94
Holders Change %
+10.3%
% of All Funds
14.77%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.6%
New
150
Increased
342
Reduced
269
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
751
Fortune Financial Advisors
Kansas
$237K +$237K +2,272 New
FP
752
Financial Perspectives
Minnesota
$237K
PVAMC
753
PPS&V Asset Management Consultants
Michigan
$237K -$22.7K -217 -9%
CF
754
Centaurus Financial
California
$236K +$11.9K +114 +5%
MCM
755
Monarch Capital Management
Indiana
$236K
IIC
756
Ironwood Investment Counsel
Arizona
$235K
VWA
757
Visionary Wealth Advisors
Illinois
$235K +$235K +2,247 New
1WM
758
1900 Wealth Management
Texas
$233K -$6.9K -66 -3%
CWM
759
C2C Wealth Management
Arizona
$233K +$233K +2,213 New
OC
760
Oakworth Capital
Alabama
$232K +$14.6K +140 +7%
DIP
761
DT Investment Partners
Pennsylvania
$232K +$7.72K +73 +3%
PWP
762
Perfromance Wealth Partners
Illinois
$232K
AA
763
Advisory Alpha
Michigan
$231K
WMA
764
West Michigan Advisors
Michigan
$231K -$14.9K -143 -6%
CAI
765
Capital Advisors Inc
Oklahoma
$231K
KJHP
766
K.J. Harrison & Partners
Ontario, Canada
$229K +$229K +2,196 New
SJGA
767
Stephen J. Garry & Associates
New York
$228K +$228K +2,187 New
SIA
768
Schechter Investment Advisors
Michigan
$228K +$228K +2,183 New
BCG
769
Breakwater Capital Group
New Jersey
$228K +$228K +2,166 New
SAW
770
Signal Advisors Wealth
Michigan
$225K +$225K +2,155 New
WB
771
West Bancorporation
Iowa
$225K -$13.2K -126 -6%
MIA
772
MainStreet Investment Advisors
Illinois
$225K -$11.5K -110 -5%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$225K -$11.5K -110 -5%
RBFC
774
Roman Butler Fullerton & Co
Missouri
$224K +$224K +2,140 New
CW
775
CIC Wealth
Maryland
$223K +$223K +2,138 New