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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 %
DMKJ
876
David M. Knott Jr
$73K
NSIM
877
North Star Investment Management
Illinois
$72.1K
PB
878
Pinnacle Bancorp
Nebraska
$71.3K
SFC
879
SYM Financial Corp
Indiana
$70.6K +$104 +1 +0.1%
SIS
880
Sound Income Strategies
Florida
$69.3K -$18.3K -175 -21%
FCA
881
FinTrust Capital Advisors
South Carolina
$68.6K
GPFA
882
Game Plan Financial Advisors
Ohio
$67.7K +$67.7K +648 New
HDIM
883
Hanson & Doremus Investment Management
Vermont
$66K
GG
884
Gleason Group
Kentucky
$65.1K +$209 +2 +0.3%
GI
885
Gradient Investments
Minnesota
$63.1K -$1.99K -19 -3%
CCP
886
Clarkston Capital Partners
Michigan
$61.3K
TFM
887
TFC Financial Management
Massachusetts
$60.3K +$1.57K +15 +3%
LFA
888
Level Financial Advisors
New York
$60.1K
SC
889
Stephens Consulting
Michigan
$59.9K +$209 +2 +0.4%
AIC
890
Archer Investment Corporation
Indiana
$59.6K
PK
891
Pflug Koory
Nebraska
$58.5K
ADL
892
Asset Dedication LLC
California
$58K +$1.37K +13 +2%
TH
893
TCTC Holdings
Texas
$57.5K
GWANC
894
Guardian Wealth Advisors (North Carolina)
North Carolina
$57K
HR
895
Howe & Rusling
New York
$56.3K -$15.5K -148 -22%
GA
896
GoalVest Advisory
New York
$55.9K +$55.9K +535 New
VAMG
897
Voisard Asset Management Group
Michigan
$54.3K +$54.3K +520 New
SAM
898
S.A. Mason
Michigan
$53.8K
BONH
899
Bank of New Hampshire
New Hampshire
$53.5K
EWP
900
Elevation Wealth Partners
California
$52K