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iShares Russell Mid-Cap Growth ETF

1,013 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 152 funds opening new positions, 342 increasing their positions, 271 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $752K

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

28% more capital invested

Capital invested by funds: $9.24B → $11.9B (+$2.63B)

26% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 271

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

10% more funds holding

Funds holding: 9171,013 (+96)

7.21% more ownership

Funds ownership: 75.05%82.27% (+7.2%)

Holders
1,013
Holders Change
+96
Holders Change %
+10.47%
% of All Funds
14.77%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
152
Increased
342
Reduced
271
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AFIA
951
America First Investment Advisors
Nebraska
$21.1K
RMC
952
Resources Management Corp
Connecticut
$21K
BWM
953
BKM Wealth Management
Wisconsin
$21K +$19.1K +201 New
AFG
954
Albion Financial Group
Utah
$20.9K
ANBT
955
American National Bank & Trust
Texas
$20.4K
BCMLT
956
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.1K
CG
957
Cutler Group
California
$20K -$28.4K -300 -60%
JWA
958
JFS Wealth Advisors
Pennsylvania
$19.2K
DAM
959
Delta Asset Management
Tennessee
$18.8K
CWM
960
CarsonAllaria Wealth Management
Illinois
$18.6K +$16.9K +178 New
ATC
961
Adirondack Trust Company
New York
$18.5K +$15.7K +166 New
VWWMG
962
Vermillion & White Wealth Management Group
Pennsylvania
$18K +$15.5K +164 New
AIMA
963
Ables Iannone Moore & Associates
Georgia
$17.5K +$15.9K +168 New
IFAM
964
Institutional & Family Asset Management
Colorado
$17.4K
CIA
965
Cape Investment Advisory
Georgia
$16.6K -$42.3K -446 -74%
CIAS
966
Capital Investment Advisory Services
North Carolina
$16.3K +$1.14K +12 +8%
LWA
967
Lowe Wealth Advisors
Maryland
$15.7K
CCM
968
Chilton Capital Management
Texas
$14.6K
RDIA
969
RE Dickinson Investment Advisors
Iowa
$14K
JFG
970
JDM Financial Group
Texas
$14K
PP
971
PrairieView Partners
Minnesota
$13K
MLA
972
MB, Levis & Associates
Pennsylvania
$11.7K
Russell Investments Group
973
Russell Investments Group
United Kingdom
$11.5K
CPA
974
Clear Point Advisors
New York
$10.9K +$9.86K +104 New
CSC
975
Caldwell Sutter Capital
California
$10.7K