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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MP
801
McDonald Partners
Ohio
$279K – – –
SFS
802
Stiles Financial Services
Minnesota
$279K – – –
CA
803
CGN Advisors
Kansas
$278K +$12.5K +99 +5%
SJGA
804
Stephen J. Garry & Associates
New York
$277K – – –
PCMC
805
Private Capital Management (Colorado)
Colorado
$277K – – –
SIA
806
Schechter Investment Advisors
Michigan
$277K – – –
BCG
807
Breakwater Capital Group
New Jersey
$275K -$3.04K -24 -1%
AWMG
808
Alliance Wealth Management Group
New Jersey
$273K – – –
BFPW
809
BOK Financial Private Wealth
Colorado
$273K +$58.3K +460 +27%
LWM
810
LJI Wealth Management
Indiana
$273K -$183K -1,447 -40%
FSA
811
Financial Sense Advisors
California
$270K +$14.7K +116 +6%
DIP
812
DT Investment Partners
Pennsylvania
$269K -$9.25K -73 -3%
EBSAM
813
Eubel Brady & Suttman Asset Management
Ohio
$269K – – –
BFW
814
Brady Family Wealth
Missouri
$268K – – –
AIA
815
Arbor Investment Advisors
North Carolina
$266K – – –
Millennium Management
816
Millennium Management
New York
$266K -$761K -6,007 -74%
BFM
817
Broadview Financial Management
Wisconsin
$265K – – –
1CP
818
17 Capital Partners
Arizona
$265K – – –
CAM
819
Cozad Asset Management
Illinois
$265K – – –
IC
820
Iconiq Capital
California
$265K +$265K +2,087 New
Fisher Asset Management
821
Fisher Asset Management
Washington
$264K +$34.9K +275 +15%
NAS
822
NWF Advisory Services
California
$264K +$264K +2,085 New
T
823
Transce3nd
Texas
$264K +$264K +2,073 New
IA
824
Insight Advisors
Pennsylvania
$264K – – –
BMCM
825
Bryn Mawr Capital Management
Pennsylvania
$264K – – –
31 32
33
34 35