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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 %
BWP
576
Baldwin Wealth Partners
Massachusetts
$487K – – –
MCA
577
Maryland Capital Advisors
Maryland
$486K – – –
DC
578
Davenport & Co
Virginia
$484K +$25.6K +245 +6%
CFO
579
Callan Family Office
Pennsylvania
$484K – – –
TCA
580
Transcend Capital Advisors
New Jersey
$483K -$16.7K -160 -3%
FA
581
Flagstar Advisors
New York
$482K +$63.1K +604 +15%
AT
582
American Trust
Kentucky
$482K +$249K +2,385 +107%
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$481K +$940 +9 +0.2%
VAF
584
Values Added Financial
District of Columbia
$481K – – –
PFG
585
Peterson Financial Group
Iowa
$472K +$472K +4,519 New
GC
586
Gratus Capital
Georgia
$465K -$77.5K -742 -14%
PFP
587
Paragon Financial Partners
California
$463K +$731 +7 +0.2%
SIA
588
Stegner Investment Associates
Kentucky
$460K – – –
TCOV
589
Trust Company of Vermont
Vermont
$458K +$62.2K +595 +16%
LCM
590
Liberty Capital Management
Michigan
$454K – – –
IF
591
IRON Financial
Illinois
$452K -$13.7K -131 -3%
VDI
592
Vaughan David Investments
Illinois
$450K +$16.7K +160 +4%
BAM
593
Berkshire Asset Management
Pennsylvania
$449K +$33.2K +318 +8%
Legal & General Group
594
Legal & General Group
United Kingdom
$446K +$446K +4,270 New
TRIA
595
Trail Ridge Investment Advisors
Colorado
$445K – – –
IWA
596
Icon Wealth Advisors
Texas
$440K +$440K +4,208 New
BFA
597
Bragg Financial Advisors
North Carolina
$439K – – –
FWM
598
Fingerlakes Wealth Management
New York
$435K +$1.46K +14 +0.3%
CA
599
Clearstead Advisors
Ohio
$434K -$1.42M -13,636 -77%
EWS
600
Evergreen Wealth Solutions
Pennsylvania
$432K +$432K +4,135 New
22 23
24
25 26