IWP icon

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 %
WPC
801
Wedmont Private Capital
Pennsylvania
$207K +$207K +2,019 New
PI
802
PFG Investments
New York
$206K +$206K +1,974 New
LA
803
Latitude Advisors
Florida
$206K +$206K +1,972 New
PA
804
Pineridge Advisors
Missouri
$206K +$206K +1,971 New
WC
805
Waterloo Capital
Texas
$206K +$206K +1,970 New
TPWA
806
Twin Peaks Wealth Advisors
California
$205K +$205K +1,966 New
AFWM
807
AMJ Financial Wealth Management
Virginia
$203K -$573K -5,490 -74%
LSAG
808
Lake Street Advisors Group
New Hampshire
$203K +$203K +1,947 New
SW
809
SteelPeak Wealth
California
$203K +$203K +1,946 New
PCMC
810
Planning Capital Management Corporation
Pennsylvania
$203K +$203K +1,939 New
AIM
811
Arcadia Investment Management
Michigan
$193K
MCM
812
Mill Capital Management
North Carolina
$190K
HCM
813
Hollencrest Capital Management
California
$189K -$14K -134 -7%
CFD
814
Creative Financial Designs
Indiana
$189K
FMTCOCP
815
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$189K +$25.6K +245 +16%
BTI
816
Blue Trust Inc
Georgia
$189K +$106K +1,156 +127%
MMG
817
Monetary Management Group
Missouri
$183K
VF
818
VitalStone Financial
Texas
$180K -$23.3K -223 -11%
LFA
819
LGT Financial Advisors
Texas
$179K -$8.78K -84 -5%
TCG
820
Transcendent Capital Group
Oklahoma
$179K +$179K +1,715 New
BFPW
821
BOK Financial Private Wealth
Colorado
$177K
HFS
822
HBC Financial Services
Washington
$177K
MA
823
Montag & Associates
Georgia
$175K +$60.9K +583 +53%
SIC
824
Salem Investment Counselors
North Carolina
$174K
SWM
825
Sugarloaf Wealth Management
Georgia
$174K