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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.

Holders
1,007
Holders Change
+94
Holders Change %
+10.3%
% of All Funds
14.77%
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
1
Morgan Stanley
New York
$2.28B
2
Barclays
2
Barclays
United Kingdom
$53.4M
3
CAM
3
Congress Asset Management
Massachusetts
$61.5M
4
NRA
4
NSI Retail Advisors
Pennsylvania
$26M
5
CA
5
CSM Advisors
Pennsylvania
$26M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$15.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$120M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$10.1M
5
Ameriprise
5
Ameriprise
Minnesota
$258M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$78.6M 752,570 +52,441 +7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$72.3M 691,965 +62,569 +10%
CFB
28
Cullen/Frost Bankers
Texas
$69.7M 666,877 +119,872 +22%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$68.4M 654,612 -120,818 -16%
CAM
30
Congress Asset Management
Massachusetts
$61.5M 588,875 +326,178 +124%
EH
31
Equitable Holdings
New York
$61.5M 588,791 +42,287 +8%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$55.9M 535,164 -475,728 -47%
Barclays
33
Barclays
United Kingdom
$53.4M 510,940 +510,020 +55,437%
Mariner
34
Mariner
Kansas
$51.1M 489,422 +7,264 +2%
SRA
35
Summit Rock Advisors
New York
$48.8M 467,237 -136,783 -23%
RA
36
Rodgers & Associates
Pennsylvania
$48.6M 465,440 -2,999 -0.6%
SGAM
37
Stephens Group Asset Management
Arkansas
$47.4M 453,444 -20,684 -4%
AWM
38
AE Wealth Management
Kansas
$45.8M 437,609 +198,473 +83%
JIC
39
Johnson Investment Counsel
Ohio
$45.3M 434,020 -4,001 -0.9%
SI
40
Stephens Inc
Arkansas
$39.3M 376,127 +25,005 +7%
Creative Planning
41
Creative Planning
Kansas
$39.2M 375,596 -7,625 -2%
M&T Bank
42
M&T Bank
New York
$37.6M 359,840 -3,423 -0.9%
RJA
43
Raymond James & Associates
Florida
$36.6M 350,579 +23,778 +7%
GW
44
GW & Wade
Massachusetts
$35.3M 337,729 +10,599 +3%
ANTB
45
AMG National Trust Bank
Colorado
$33.8M 323,247 -2,219 -0.7%
BCI
46
Brinker Capital Investments
Pennsylvania
$31.6M 307,253 +20,835 +7%
OPS
47
Orion Portfolio Solutions
Nebraska
$31.6M 307,253 +20,835 +7%
HFS
48
Hantz Financial Services
Michigan
$31.2M 298,949 -14,695 -5%
RFA
49
RTD Financial Advisors
Pennsylvania
$29.7M 284,431 -2,458 -0.9%
HighTower Advisors
50
HighTower Advisors
Illinois
$29M 277,351 +10,425 +4%
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