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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.93%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.29B
2
AIA
2
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
IAIM
3
International Assets Investment Management
Florida
$555K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$35.6M 281,200 +13,702 +5%
OPS
52
Orion Portfolio Solutions
Nebraska
$35.6M 281,200 +13,702 +5%
Barclays
53
Barclays
United Kingdom
$34.3M 270,320 +269,400 +29,283%
HighTower Advisors
54
HighTower Advisors
Illinois
$30.9M 244,064 +6,844 +3%
TI
55
Truepoint Inc
Ohio
$29.8M 235,216 -6,898 -3%
KF
56
Krilogy Financial
Missouri
$29.3M 231,284 -9,658 -4%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$28.8M 227,486 +1,528 +0.7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$28.6M 225,483 +20,196 +10%
AI
59
Accredited Investors
Minnesota
$28.3M 223,403 -4,173 -2%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$27.8M 219,501 -2,244 -1%
AWM
61
AE Wealth Management
Kansas
$25.6M 201,776 +1,098 +0.5%
MGIA
62
Moneta Group Investment Advisors
Missouri
$25.3M 199,645 +2,116 +1%
SW
63
SVB Wealth
Massachusetts
$25.1M 197,924 +165,730 +515%
KeyBank National Association
64
KeyBank National Association
Ohio
$23.6M 186,197 -2,284 -1%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$23.4M 184,995 -55,918 -23%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$23M 181,711 -6,933 -4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$22.7M 179,378 +4,734 +3%
OC
68
Oppenheimer & Co
New York
$22.7M 179,136 +100,819 +129%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$22.6M 178,113 +51,641 +41%
AAP
70
Arax Advisory Partners
Colorado
$22.4M 176,945 +7,520 +4%
SPIA
71
Steward Partners Investment Advisory
New York
$21.9M 173,060 -1,352 -0.8%
MML Investors Services
72
MML Investors Services
Massachusetts
$21.6M 170,391 +15,954 +10%
Corient Private Wealth
73
Corient Private Wealth
Florida
$21.5M 170,092 -23,345 -12%
GG
74
GenWealth Group
New Jersey
$20.8M 163,909 -331 -0.2%
Lido Advisors
75
Lido Advisors
California
$20.6M 162,860 +119,624 +277%
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