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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
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 Holding Trade Value Shares
Change 		Shares
Change %
LIA
701
LifePlan Investment Advisors
North Carolina
$284K – – –
HP
702
Holistic Planning
Texas
$284K +$284K +2,714 New
JWM
703
JPL Wealth Management
Colorado
$283K +$283K +2,707 New
GFP
704
Gryphon Financial Partners
Ohio
$282K +$18K +172 +7%
SFS
705
Stiles Financial Services
Minnesota
$282K +$104 +1 +0%
CICC
706
Capital Investment Counsel (Colorado)
Colorado
$281K +$281K +2,690 New
MFA
707
Mayflower Financial Advisors
Massachusetts
$280K – – –
BTWM
708
Baker Tilly Wealth Management
Wisconsin
$279K – – –
RC
709
Rovin Capital
Arizona
$278K -$38.7K -370 -12%
FFC
710
First Financial Corp
Indiana
$278K – – –
NEWAS
711
N.E.W. Advisory Services
Wisconsin
$277K – – –
FIM
712
Fernwood Investment Management
Massachusetts
$276K – – –
AWA
713
Amplius Wealth Advisors
Pennsylvania
$274K -$6.58K -63 -2%
SWM
714
SeaCrest Wealth Management
New York
$274K +$101 +1 +0%
YIA
715
YHB Investment Advisors
Connecticut
$274K -$505K -4,834 -65%
SHF
716
Stage Harbor Financial
Massachusetts
$274K +$274K +2,619 New
CPSAC
717
Chas P. Smith & Associates (CPS)
Florida
$273K – – –
GCIM
718
Gunn & Company Investment Management
Florida
$273K +$273K +2,618 New
CAG
719
Csenge Advisory Group
Florida
$272K +$34.4K +329 +14%
WA
720
Wealth Alliance
New York
$269K +$2.61K +25 +1%
CG
721
Caprock Group
Idaho
$269K +$104 +1 +0%
KWA
722
Kingswood Wealth Advisors
California
$268K +$268K +2,569 New
RCP
723
Rothschild Capital Partners
New York
$268K +$268K +2,562 New
TA
724
TrueWealth Advisors
Alabama
$267K – – –
STA
725
Summit Trail Advisors
New York
$266K – – –
27 28
29
30 31