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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
+$1.14B
2
Barclays
Barclays
United Kingdom
+$53.3M
3
CAM
Congress Asset Management
Massachusetts
+$34.1M
4
NRA
NSI Retail Advisors
Pennsylvania
+$26M
5
CA
CSM Advisors
Pennsylvania
+$26M

Top Sellers

1
SF
Synovus Financial
Georgia
-$98.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$49.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$31.9M
5
Ameriprise
Ameriprise
Minnesota
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
326
Foundations Investment Advisors
Arizona
$1.72M -$696K -6,612 -29%
E
327
ETFidea
New York
$1.71M +$259K +2,484 +18%
GSEP
328
Golden State Equity Partners
California
$1.7M +$538K +5,154 +46%
FCP
329
Fidelis Capital Partners
Florida
$1.69M +$205K +1,960 +14%
CM
330
Castleark Management
Illinois
$1.67M – – –
KCM
331
Kanawha Capital Management
Virginia
$1.67M – – –
PPC
332
Park Place Capital
Alabama
$1.65M +$239K +2,284 +17%
TNB
333
Thomasville National Bank
Georgia
$1.62M -$32.9K -315 -2%
GSIS
334
Global Strategic Investment Solutions
Arizona
$1.61M -$48.3K -462 -3%
WWM
335
Western Wealth Management
Colorado
$1.6M +$10.8K +103 +0.7%
FNBSF
336
First National Bank Sioux Falls
South Dakota
$1.6M – – –
RG
337
Rathbones Group
United Kingdom
$1.59M -$52.2K -500 -3%
KWM
338
Kingsview Wealth Management
Oregon
$1.59M -$365K -3,495 -19%
RFWA
339
RPg Family Wealth Advisory
Massachusetts
$1.59M +$839K +8,030 +112%
MAM
340
MWA Asset Management
Massachusetts
$1.55M +$39.9K +382 +3%
GL
341
Graypoint LLC
New York
$1.55M – – –
KP
342
Keel Point
Alabama
$1.53M +$28.3K +271 +2%
RCAG
343
Rehmann Capital Advisory Group
Michigan
$1.51M +$239K +2,291 +19%
AA
344
Alesco Advisors
New York
$1.49M – – –
TGAM
345
TBH Global Asset Management
Tennessee
$1.48M -$3.13K -30 -0.2%
SAM
346
Silvercrest Asset Management
New York
$1.47M +$14.7K +141 +1%
BOSSRA
347
B.O.S.S. Retirement Advisors
Utah
$1.47M +$684K +6,546 +87%
TPI
348
Trust Point Inc
Wisconsin
$1.46M +$1.46M +13,983 New
MWM
349
Meridian Wealth Management
Kentucky
$1.46M -$213K -2,036 -13%
ACM
350
Advisors Capital Management
New Jersey
$1.46M +$59.8K +572 +4%
12 13
14
15 16