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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
DIA
1026
Dana Investment Advisors
Wisconsin
-$381K -4,175 Closed
LT
1027
Legacy Trust
Michigan
-$344K -3,770 Closed
LA
1028
Legacy Advisors
Pennsylvania
-$321K -3,508 Closed
VCA
1029
Verdence Capital Advisors
Maryland
-$293K -3,203 Closed
CAAS
1030
Capital Asset Advisory Services
Michigan
-$291K -3,135 Closed
AWM
1031
Axxcess Wealth Management
California
-$280K -3,067 Closed
DJYG
1032
David J. Yvars Group
Florida
-$263K -2,876 Closed
PFGIA
1033
Patriot Financial Group Insurance Agency
Massachusetts
-$251K -2,749 Closed
WCM
1034
Windsor Capital Management
Arizona
-$250K -2,741 Closed
Empower Advisory Group
1035
Empower Advisory Group
Colorado
-$240K -2,624 Closed
Fisher Asset Management
1036
Fisher Asset Management
Washington
-$232K -2,544 Closed
SSWM
1037
Sheets Smith Wealth Management
North Carolina
-$228K -2,500 Closed
EL
1038
Essex LLC
Illinois
-$227K -2,485 Closed
MWM
1039
McNaughton Wealth Management
California
-$224K -2,455 Closed
WS
1040
Wedbush Securities
California
-$220K -2,411 Closed
CAG
1041
Crestwood Advisors Group
Massachusetts
-$214K -2,341 Closed
IC
1042
IEQ Capital
California
-$211K -2,311 Closed
PWMAG
1043
Pinnacle Wealth Management Advisory Group
New Jersey
-$206K -2,250 Closed
NIC
1044
Northwest Investment Counselors
Oregon
-$72.3K -792 Closed
CIA
1045
Choate Investment Advisors
Massachusetts
-$63.2K -692 Closed
RIA
1046
Realta Investment Advisors
Delaware
-$54.3K -562 Closed
FIA
1047
FNY Investment Advisers
New York
-$45K -500 Closed
BCM
1048
BluePath Capital Management
Georgia
-$32.1K -351 Closed
BAAM
1049
Baker Avenue Asset Management
California
-$30.1K -330 Closed
AWA
1050
Authentikos Wealth Advisory
California
-$29.2K -320 Closed