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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 %
AFG
326
Allegheny Financial Group
Pennsylvania
$1.95M +$310K +2,443 +19%
FNBSF
327
First National Bank Sioux Falls
South Dakota
$1.94M – – –
KWA
328
Kingswood Wealth Advisors
California
$1.92M -$212K -1,670 -10%
SWM
329
Shakespeare Wealth Management
Wisconsin
$1.92M -$129K -1,016 -6%
CWM
330
Cordatus Wealth Management
Pennsylvania
$1.88M +$25.1K +198 +1%
Wealthfront Advisers
331
Wealthfront Advisers
California
$1.88M +$346K +2,729 +23%
BOSSRA
332
B.O.S.S. Retirement Advisors
Utah
$1.88M +$1.88M +14,830 New
GL
333
Graypoint LLC
New York
$1.88M – – –
TKP
334
Tallon Kerry Patrick
$1.87M +$1.87M +14,694 New
PRTG
335
Post Resch Tallon Group
New York
$1.87M +$1.87M +14,694 New
RCAG
336
Rehmann Capital Advisory Group
Michigan
$1.84M +$59.4K +469 +3%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.83M – – –
WWM
338
Western Wealth Management
Colorado
$1.83M -$84.3K -665 -4%
AllianceBernstein
339
AllianceBernstein
Tennessee
$1.82M -$1.65K -13 -0.1%
IA
340
IFC Advisors
California
$1.81M +$1.81M +14,308 New
PPC
341
Park Place Capital
Alabama
$1.8M +$103K +811 +6%
VFA
342
Valeo Financial Advisors
Indiana
$1.8M -$12.4K -98 -0.7%
DWMS
343
Dominguez Wealth Management Solutions
Virginia
$1.8M -$13.6K -107 -0.7%
SA
344
Strategic Advocates
Utah
$1.8M -$687K -5,423 -28%
PCM
345
Pointe Capital Management
Michigan
$1.8M +$13.7K +108 +0.8%
PFP
346
Paragon Financial Partners
California
$1.78M +$227K +1,793 +15%
NW
347
NewEdge Wealth
Pennsylvania
$1.77M +$1.77M +13,998 New
DADC
348
D.A. Davidson & Co
Montana
$1.77M +$18.3K +144 +1%
CSS
349
Cubist Systematic Strategies
Connecticut
$1.77M +$1.77M +13,941 New
BCM
350
Brookstone Capital Management
Illinois
$1.76M +$28.5K +225 +2%
12 13
14
15 16