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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

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
14.76%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
Barclays
Barclays
United Kingdom
$53.4M
3
CAM
Congress Asset Management
Massachusetts
$61.5M
4
NRA
NSI Retail Advisors
Pennsylvania
$26M
5
CA
CSM Advisors
Pennsylvania
$26M

Top Sellers

1
SF
Synovus Financial
Georgia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$55.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$120M
4
Corient Private Wealth
Corient Private Wealth
Florida
$10.1M
5
Ameriprise
Ameriprise
Minnesota
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenview Trust
Kentucky
$3.34M +$766K +7,331 +30%
SCP
227
Stevens Capital Partners
Nebraska
$3.33M +$589K +5,636 +22%
ICM
228
IMS Capital Management
Oregon
$3.32M +$40K +383 +1%
UCFA
229
United Capital Financial Advisors
Texas
$3.31M -$3.14M -30,038 -49%
CL
230
Choreo LLC
Illinois
$3.29M +$804K +7,696 +32%
DWA
231
Dougherty Wealth Advisers
Minnesota
$3.27M +$3.27M +31,310 New
MCM
232
MV Capital Management
Maryland
$3.27M +$64.8K +620 +2%
FAM
233
Fred Alger Management
New York
$3.24M +$3.07M +29,421 +1,901%
VCM
234
Vision Capital Management
Oregon
$3.23M -$731 -7 -0%
FWM
235
FMA Wealth Management
Massachusetts
$3.2M +$3.2M +30,634 New
KFP
236
KMG Fiduciary Partners
Ohio
$3.19M -$260K -2,491 -8%
Two Sigma Advisers
237
Two Sigma Advisers
New York
$3.18M +$3.18M +30,400 New
MC
238
Mathes Company
New York
$3.15M – – –
NI
239
Noked Israel
Israel
$3.13M +$3.13M +30,000 New
AWS
240
Atria Wealth Solutions
New York
$3.11M +$141K +1,347 +5%
SYBT
241
Stock Yards Bank & Trust
Kentucky
$3.07M +$1.58M +15,146 +106%
SS
242
Simplicity Solutions
Minnesota
$3.06M +$1.59M +15,238 +108%
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$3M +$327K +3,126 +12%
HA
244
Hofer & Associates
California
$2.99M +$30K +287 +1%
Bessemer Group
245
Bessemer Group
New Jersey
$2.99M -$287K -2,750 -9%
ES
246
Eagle Strategies
New York
$2.95M -$11.9K -114 -0.4%
ATI
247
ARK & TLK Investments
Oklahoma
$2.94M +$2.94M +28,187 New
WAM
248
Weinberger Asset Management
California
$2.93M -$83.3K -797 -3%
HH
249
HWG Holdings
Texas
$2.91M +$2.85M +27,266 +4,370%
PFS
250
Prospera Financial Services
Texas
$2.9M +$31.8K +304 +1%
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