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 %
GWS
901
Glassman Wealth Services
Virginia
$51.6K
HPIA
902
Hamilton Point Investment Advisors
North Carolina
$49.3K
AA
903
AlphaMark Advisors
Kentucky
$49K +$49K +466 New
AP
904
Atwood & Palmer
Missouri
$48.1K
MFC
905
Mechanics Financial Corp
Ohio
$47.6K
FGAM
906
Financial Gravity Asset Management
Texas
$47.2K +$46.9K +449 +14,967%
CWP
907
Concord Wealth Partners
Virginia
$45.3K
HWM
908
Horizons Wealth Management
North Carolina
$44.5K
FWM
909
Focused Wealth Management
New York
$43.9K
CMP
910
Coston McIsaac & Partners
Maine
$42K
PAI
911
Pittenger & Anderson Inc
Nebraska
$41.8K
NFA
912
Northwest Financial Advisors
Virginia
$41.8K +$41.8K +400 New
NCM
913
Northwest Capital Management
Oregon
$41.4K
FFA
914
Farther Finance Advisors
California
$40.2K +$3.34K +32 +9%
ITIM
915
Indiana Trust & Investment Management
Indiana
$40K
NSG
916
Nalls Sherbakoff Group
Tennessee
$39.9K +$104 +1 +0.3%
GWSG
917
GPS Wealth Strategies Group
Colorado
$38K +$6.27K +60 +20%
MSS
918
Mitchell Sinkler & Starr
Pennsylvania
$37.4K +$37.4K +358 New
NBT
919
Northwest Bank & Trust
Iowa
$35.7K +$35.7K +342 New
RWPA
920
Richard W. Paul & Associates
Michigan
$35.4K -$731 -7 -2%
FA
921
Faithward Advisors
Pennsylvania
$34.9K
AAG
922
Armstrong Advisory Group
Massachusetts
$34.1K
CHA
923
Carmichael Hill & Associates
Maryland
$33K
KWAG
924
Kiely Wealth Advisory Group
North Carolina
$32.4K +$32.4K +308 New
RFS
925
Richardson Financial Services
Massachusetts
$31.8K +$31.8K +304 New