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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 %
BHWM
876
Bar Harbor Wealth Management
New Hampshire
$223K – – –
MMG
877
Monetary Management Group
Missouri
$222K – – –
OWMIAS
878
One Wealth Management Investment & Advisory Services
Florida
$221K – – –
SIC
879
Sigma Investment Counselors
Michigan
$221K – – –
CCA
880
Cora Capital Advisors
New Jersey
$221K – – –
CCA
881
Cobblestone Capital Advisors
New York
$221K – – –
TAM
882
TCP Asset Management
Ohio
$220K – – –
FFA
883
Fortune Financial Advisors
Kansas
$220K +$220K +1,737 New
TW
884
TritonPoint Wealth
Maryland
$220K – – –
FHB
885
First Hawaiian Bank
Hawaii
$220K – – –
MWM
886
Maridea Wealth Management
New York
$219K +$219K +1,728 New
WTA
887
Washington Trust Advisors
Massachusetts
$219K +$109K +860 +100%
WPC
888
Wedmont Private Capital
Pennsylvania
$216K -$40.9K -322 -16%
HFS
889
HBC Financial Services
Washington
$215K – – –
LAS
890
Lloyd Advisory Services
Georgia
$215K +$215K +1,694 New
FFM
891
Forum Financial Management
Illinois
$214K +$214K +1,691 New
LWL
892
Leo Wealth LLC
Texas
$214K +$214K +1,687 New
MAC
893
Mason & Associates (California)
California
$214K +$214K +1,686 New
HNWA
894
Henrickson Nauta Wealth Advisors
Michigan
$213K +$213K +1,683 New
IFWM
895
Institute for Wealth Management
Colorado
$213K +$213K +1,679 New
MA
896
MAS Advisors
Florida
$213K -$213K -1,678 -50%
AIM
897
Acropolis Investment Management
Missouri
$212K +$14.1K +111 +7%
SIC
898
Salem Investment Counselors
North Carolina
$212K – – –
SWM
899
Sugarloaf Wealth Management
Georgia
$211K – – –
EAM
900
Evanson Asset Management
California
$211K +$211K +1,662 New
34 35
36
37 38