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iShares Russell Mid-Cap Growth ETF

941 hedge funds and large institutions have $12.5B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 291 increasing their positions, 255 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+111
Holders Change %
+13.37%
% of All Funds
14.53%
Holding in Top 10
45
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+28.57%
% of All Funds
0.69%
New
169
Increased
291
Reduced
255
Closed
42
Calls
$23.3M
Puts
$161M
Net Calls
-$138M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
776
Kings Point Capital Management
New York
$197K +$14.2K +123 +8%
HFS
777
HBC Financial Services
Washington
$195K
SWM
778
Sugarloaf Wealth Management
Georgia
$192K
JWM
779
Janiczek Wealth Management
Colorado
$191K +$25.9K +224 +16%
PO
780
Private Ocean
California
$190K
CFD
781
Creative Financial Designs
Indiana
$190K +$49.8K +432 +36%
FCA
782
FinTrust Capital Advisors
South Carolina
$181K
DSC
783
Duncker Streett & Co
Missouri
$177K
BFEC
784
Benjamin F. Edwards & Company
Missouri
$169K +$115 +1 +0.1%
SWA
785
SOA Wealth Advisors
New York
$163K -$2.19K -19 -1%
CHC
786
City Holding Co
West Virginia
$157K
EK
787
Evensky & Katz
Florida
$155K +$346 +3 +0.2%
BWL
788
Bogart Wealth LLC
Virginia
$152K -$12.8K -111 -8%
PLU
789
Performa Ltd (US)
South Carolina
$151K +$231 +2 +0.2%
TC
790
Trust Company
Kansas
$140K
RG
791
Retirement Group
California
$139K
HBT
792
Hills Bank & Trust
Iowa
$138K
CA
793
Cornerstone Advisory
Maryland
$138K +$138K +1,200 New
SC
794
Sierra Capital
Florida
$136K
LAS
795
Lloyd Advisory Services
Georgia
$135K -$5.06K -44 -4%
TFP
796
Tilia Fiduciary Partners
North Carolina
$133K +$133K +1,150 New
CBT
797
CoreFirst Bank & Trust
Kansas
$126K
HR
798
Hayden Royal
North Carolina
$125K +$125K +1,084 New
MA
799
Montag & Associates
Georgia
$123K
EWM
800
Evermay Wealth Management
Virginia
$115K