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iShares Russell Mid-Cap Growth ETF

895 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
-46
Holders Change %
-4.89%
% of All Funds
14.16%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.52%
New
77
Increased
263
Reduced
334
Closed
109
Calls
$7.16M
Puts
$71.7M
Net Calls
-$64.5M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FMC
126
First Merchants Corp
Indiana
$6.93M -$165K -1,646 -2%
CFSG
127
Clark Financial Services Group
Missouri
$6.92M +$61.8K +615 +0.9%
KPWS
128
Kestra Private Wealth Services
Texas
$6.83M +$901K +8,963 +15%
WFA
129
WestHill Financial Advisors
California
$6.79M +$1.02M +10,123 +18%
UCFA
130
United Capital Financial Advisors
Texas
$6.78M -$241K -2,402 -3%
SAM
131
Sequent Asset Management
Texas
$6.77M
KFP
132
KMG Fiduciary Partners
Ohio
$6.7M -$614K -6,112 -8%
OAM
133
Occidental Asset Management
California
$6.56M -$1.4M -13,971 -18%
MAC
134
Mason & Associates (California)
California
$6.53M -$9.63M -95,804 -60%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$6.3M -$111K -1,106 -2%
William Blair & Company
136
William Blair & Company
Illinois
$6.28M -$393K -3,910 -6%
AAS
137
Avantax Advisory Services
Texas
$6.2M -$3.84M -38,213 -38%
Millennium Management
138
Millennium Management
New York
$6.12M +$5.69M +56,663 +1,334%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$5.94M -$246K -2,444 -4%
MBTD
140
Mechanics Bank - Trust Department
California
$5.84M +$1.96M +19,552 +51%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$5.8M -$846K -8,418 -13%
XF
142
XML Financial
Maryland
$5.78M +$278K +2,765 +5%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5.77M -$15.4M -153,024 -73%
PRWA
144
Platte River Wealth Advisors
Colorado
$5.77M -$208K -2,065 -3%
GWM
145
Geneos Wealth Management
Colorado
$5.68M +$41.9K +417 +0.7%
CGA
146
Crescent Grove Advisors
Illinois
$5.65M -$17.1K -170 -0.3%
Citadel Advisors
147
Citadel Advisors
Florida
$5.63M +$5.63M +55,973 New
SCA
148
Stonebridge Capital Advisors
Minnesota
$5.5M +$18.3K +182 +0.3%
HGWM
149
Horst & Graben Wealth Management
Oregon
$5.44M -$492K -4,896 -8%
HPC
150
HM Payson & Co
Maine
$5.43M -$159K -1,581 -3%