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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.92%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$920M
2
AIA
Angeles Investment Advisors
California
+$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.1M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
226
FineMark National Bank & Trust
Florida
$3.94M +$770K +6,078 +24%
HPC
227
HM Payson & Co
Maine
$3.92M +$80.9K +638 +2%
CL
228
Choreo LLC
Illinois
$3.9M -$159K -1,255 -4%
VCM
229
Vision Capital Management
Oregon
$3.9M – – –
MCM
230
MV Capital Management
Maryland
$3.84M +$30.9K +244 +0.8%
Vanguard Group
231
Vanguard Group
Pennsylvania
$3.82M -$2.66K -21 -0.1%
MC
232
Mathes Company
New York
$3.82M -$9.76K -77 -0.3%
HBS
233
Howard Bailey Securities
Indiana
$3.78M +$100K +791 +3%
PFS
234
Prospera Financial Services
Texas
$3.73M +$237K +1,870 +7%
HA
235
Hofer & Associates
California
$3.72M -$60.8K -480 -2%
Financial Engines Advisors
236
Financial Engines Advisors
California
$3.71M +$27.4K +216 +0.7%
KFG
237
Kingdom Financial Group
Arizona
$3.71M -$191K -1,504 -5%
WFS
238
Widmann Financial Services
Maryland
$3.68M -$760K -5,995 -17%
DWA
239
Dougherty Wealth Advisers
Minnesota
$3.64M -$54.2K -428 -1%
NAAA
240
New Age Alpha Advisors
New York
$3.63M +$3.63M +28,601 New
TWM
241
Tolleson Wealth Management
Texas
$3.6M -$310K -2,445 -8%
CCB
242
Country Club Bank
Missouri
$3.6M -$165K -1,295 -4%
ATI
243
ARK & TLK Investments
Oklahoma
$3.57M – – –
ACM
244
Avalon Capital Management
California
$3.55M +$3.55M +28,031 New
RSWM
245
Robertson Stephens Wealth Management
California
$3.55M +$73.8K +582 +2%
RFC
246
Regions Financial Corp
Alabama
$3.54M -$1.77K -14 -0.1%
EW
247
Element Wealth
Mississippi
$3.5M +$2.59M +20,396 +282%
FNT
248
First National Trust
Pennsylvania
$3.44M +$32.1K +253 +0.9%
ES
249
Eagle Strategies
New York
$3.42M -$9.51K -75 -0.3%
EG
250
Ellerson Group
Maryland
$3.42M +$2.02M +15,911 +144%
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