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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
CA
4
CSM Advisors
Pennsylvania
$26M
5
NRA
5
NSI Retail 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 %
APP
51
Avantax Planning Partners
Iowa
$28.4M 272,347 +26,454 +11%
Comerica Bank
52
Comerica Bank
Texas
$28.4M 271,730 +7,599 +3%
CMA
53
Cedar Mountain Advisors
Oregon
$28.3M 270,658 -1,642 -0.6%
KF
54
Krilogy Financial
Missouri
$27.8M 266,218 -981 -0.4%
OCM
55
One Capital Management
California
$27.7M 265,365 -671 -0.3%
TI
56
Truepoint Inc
Ohio
$27M 258,388 +11,931 +5%
CA
57
CSM Advisors
Pennsylvania
$26M 249,000 +249,000 New
NRA
58
NSI Retail Advisors
Pennsylvania
$26M 249,000 +249,000 New
AI
59
Accredited Investors
Minnesota
$25.5M 244,291 -1,597 -0.6%
BCIM
60
Bishop & Co Investment Management
Pennsylvania
$24.6M 235,398 +235,398 New
AIA
61
Angeles Investment Advisors
California
$24.2M 232,000 +232,000 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$24.1M 231,145 -4,593 -2%
PCP
63
Proficio Capital Partners
Massachusetts
$24M 229,558 +1,722 +0.8%
BPWM
64
Badgley Phelps Wealth Managers
Washington
$23.2M 222,049 +16,951 +8%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$22.9M 219,391 +25,107 +13%
FWP
66
Falcon Wealth Planning
California
$22.3M 213,809 +17,868 +9%
KeyBank National Association
67
KeyBank National Association
Ohio
$21.9M 209,892 -948 -0.4%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$21.2M 202,835 -12,828 -6%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$20.9M 200,541 +16,465 +9%
AAP
70
Arax Advisory Partners
Colorado
$20.7M 198,177 +197,925 +78,542%
BlackRock
71
BlackRock
New York
$20.5M 196,482 -2,923 -1%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$19.9M 190,230 -5,089 -3%
SPIA
73
Steward Partners Investment Advisory
New York
$19.6M 187,378 +24,300 +15%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$19.2M 182,378 +43,786 +32%
IIC
75
Integrated Investment Consultants
Michigan
$18.9M 181,038 +2,077 +1%
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