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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 %
MA
651
MAS Advisors
Florida
$351K – – –
BAM
652
Belpointe Asset Management
Nevada
$350K +$350K +3,351 New
LWM
653
LJI Wealth Management
Indiana
$350K -$10.2K -98 -3%
AIA
654
Armor Investment Advisors
North Carolina
$350K – – –
QCG
655
Quadrant Capital Group
Ohio
$349K – – –
WPC
656
White Pine Capital
Minnesota
$347K – – –
SIM
657
Stratos Investment Management
Ohio
$345K +$313 +3 +0.1%
PCM
658
Parsons Capital Management
Rhode Island
$343K – – –
BB
659
Busey Bank
Illinois
$342K – – –
BWM
660
BCGM Wealth Management
Indiana
$342K +$342K +3,275 New
OWM
661
Orgel Wealth Management
Wisconsin
$337K +$3.13K +30 +0.9%
DFG
662
Delta Financial Group
New Jersey
$334K +$523 +5 +0.2%
AWA
663
Arete Wealth Advisors
Illinois
$333K +$3.34K +32 +1%
GC
664
Grimes & Company
Massachusetts
$333K +$22.6K +216 +7%
FFS
665
Founders Financial Securities
Maryland
$332K +$4.28K +41 +1%
BCM
666
Bourgeon Capital Management
Connecticut
$329K – – –
AFTS
667
American Financial & Tax Strategies
New York
$329K +$329K +3,145 New
T
668
TNF
Montana
$327K +$424 +4 +0.1%
MAM
669
Madison Asset Management
Wisconsin
$327K – – –
WA
670
WealthTrust Axiom
Pennsylvania
$325K – – –
CAL
671
Capital Advisors Ltd
Ohio
$325K – – –
RCM
672
Radnor Capital Management
Pennsylvania
$323K +$323K +3,090 New
TYCC
673
Texas Yale Capital Corp
Florida
$323K – – –
AWM
674
Apollon Wealth Management
South Carolina
$322K +$322K +3,087 New
CWC
675
Carolinas Wealth Consulting
North Carolina
$320K +$418 +4 +0.1%
25 26
27
28 29