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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 %
GC
826
Garde Capital
Washington
$263K – – –
RIM
827
Rockbridge Investment Management
New York
$263K – – –
KAS
828
KPP Advisory Services
Kentucky
$262K – – –
KJHP
829
K.J. Harrison & Partners
Ontario, Canada
$262K +$262K +2,052 New
FWMM
830
Foundation Wealth Management (Missouri)
Missouri
$260K – – –
BFA
831
Beacon Financial Advisory
Ohio
$260K +$253 +2 +0.1%
CIBC World Market
832
CIBC World Market
Ontario, Canada
$259K – – –
TPA
833
Trivium Point Advisory
Connecticut
$257K -$253 -2 -0.1%
PGA
834
Portland Global Advisors
Maine
$257K – – –
FHA
835
Flagship Harbor Advisors
Massachusetts
$255K -$4.94K -39 -2%
SWP
836
Sagespring Wealth Partners
Tennessee
$255K +$255K +2,010 New
MHWM
837
Montz Harcus Wealth Management
Louisiana
$255K +$254 +2 +0.1%
SVWG
838
Shared Vision Wealth Group
United States
$255K – – –
KWS
839
Keystone Wealth Services
California
$249K +$2.66K +21 +1%
KCPT
840
Kingstone Capital Partners Texas
Texas
$248K +$248K +1,954 New
EFA
841
Edge Financial Advisors
Illinois
$248K -$3.17K -25 -1%
SC
842
Scotia Capital
Ontario, Canada
$246K – – –
VWA
843
Visionary Wealth Advisors
Illinois
$245K -$14.4K -114 -6%
VBWMG
844
Von Berge Wealth Management Group
California
$245K – – –
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$244K -$16.5K -130 -6%
SIAG
846
Safeguard Investment Advisory Group
California
$244K -$1.27K -10 -0.5%
WMA
847
West Michigan Advisors
Michigan
$244K -$3.3K -26 -1%
TSS
848
Two Sigma Securities
New York
$243K -$83.9K -662 -26%
Empower Advisory Group
849
Empower Advisory Group
Colorado
$243K -$46.3K -365 -16%
KA
850
Kovack Advisors
Florida
$240K +$4.06K +32 +2%
32 33
34
35 36