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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 %
TCPG
826
Trivant Custom Portfolio Group
California
$173K +$104 +1 +0.1%
TF
827
Tompkins Financial
New York
$170K +$20.5K +196 +14%
Deutsche Bank
828
Deutsche Bank
Germany
$164K
AIM
829
Acropolis Investment Management
Missouri
$163K +$20.9K +200 +15%
DSC
830
Duncker Streett & Co
Missouri
$161K
HBT
831
Hills Bank & Trust
Iowa
$158K
AIA
832
Arcadia Investment Advisors
Idaho
$157K -$6.27K -60 -4%
PLU
833
Performa Ltd (US)
South Carolina
$151K +$418 +4 +0.3%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$149K +$7K +67 +5%
MIA
835
Milestone Investment Advisors
Wisconsin
$148K
SWA
836
SOA Wealth Advisors
New York
$147K +$209 +2 +0.1%
POIA
837
Pin Oak Investment Advisors
Texas
$145K
EK
838
Evensky & Katz
Florida
$142K +$417 +4 +0.3%
PCTC
839
Perkins Coie Trust Company
Washington
$141K -$66.3K -635 -32%
JWM
840
Janiczek Wealth Management
Colorado
$133K -$39.7K -380 -23%
EWA
841
EverSource Wealth Advisors
Alabama
$126K +$11.5K +110 +10%
GBT
842
Grove Bank & Trust
Florida
$125K
BA
843
Ballast Advisors
Minnesota
$124K -$2.72K -26 -2%
OSAM
844
O'Shaughnessy Asset Management
Connecticut
$123K +$3.13K +30 +3%
BWL
845
Bogart Wealth LLC
Virginia
$121K
IBOK
846
Independence Bank of Kentucky
Kentucky
$121K
AEPWM
847
Atlantic Edge Private Wealth Management
Florida
$119K +$119K +1,140 New
GG
848
Greenwood Gearhart
Arkansas
$118K +$118K +1,130 New
PWMG
849
Provence Wealth Management Group
California
$117K -$45.5K -436 -28%
LWCFA
850
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K