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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
14.77%
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 Holding Trade Value Shares
Change 		Shares
Change %
TCM
776
Towercrest Capital Management
Pennsylvania
$223K -$23.5K -225 -10%
AMM
777
American Money Management
California
$222K +$222K +2,126 New
CDH
778
Charles D. Hyman
$221K +$221K +2,117 New
EBSAM
779
Eubel Brady & Suttman Asset Management
Ohio
$221K +$221K +2,120 New
BFW
780
Brady Family Wealth
Missouri
$221K +$221K +2,115 New
RIM
781
Rockbridge Investment Management
New York
$220K +$220K +2,106 New
RW
782
RVW Wealth
California
$220K -$15.6K -149 -7%
FHA
783
Flagship Harbor Advisors
Massachusetts
$220K -$13.9K -133 -6%
SFP
784
Shepherd Financial Partners
Massachusetts
$220K +$220K +2,104 New
1CP
785
17 Capital Partners
Arizona
$219K +$219K +2,092 New
PWS
786
Peloton Wealth Strategists
Indiana
$218K -$1.52M -14,609 -87%
BMCM
787
Bryn Mawr Capital Management
Pennsylvania
$217K +$217K +2,081 New
GC
788
Garde Capital
Washington
$217K – – –
WP
789
WealthSource Partners
California
$216K +$216K +2,069 New
JSW
790
Journey Strategic Wealth
New Jersey
$216K +$216K +2,064 New
FWMM
791
Foundation Wealth Management (Missouri)
Missouri
$214K +$214K +2,052 New
WF
792
Welch & Forbes
Massachusetts
$214K +$214K +2,048 New
IA
793
Insight Advisors
Pennsylvania
$214K +$214K +2,048 New
SC
794
Scotia Capital
Ontario, Canada
$214K +$214K +2,044 New
PGA
795
Portland Global Advisors
Maine
$212K +$212K +2,026 New
WP
796
WMS Partners
Maryland
$211K -$55.3K -529 -21%
KWS
797
Keystone Wealth Services
California
$211K -$135K -1,293 -39%
TPA
798
Trivium Point Advisory
Connecticut
$210K +$210K +2,015 New
SVWG
799
Shared Vision Wealth Group
United States
$210K +$210K +2,008 New
MHWM
800
Montz Harcus Wealth Management
Louisiana
$209K +$209K +2,001 New
30 31
32
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