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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 %
Westfield Capital Management
901
Westfield Capital Management
Massachusetts
$210K -$102K -803 -33%
TCPG
902
Trivant Custom Portfolio Group
California
$210K – – –
EIA
903
Edgemoor Investment Advisors
Maryland
$210K +$210K +1,660 New
FWM
904
Foguth Wealth Management
Michigan
$210K +$210K +1,549 New
KHCM
905
Kirtland Hills Capital Management
Ohio
$210K +$210K +1,658 New
BCM
906
Buckhead Capital Management
Georgia
$210K +$210K +1,657 New
BIP
907
Blueprint Investment Partners
North Carolina
$209K +$209K +1,650 New
OC
908
Oakworth Capital
Alabama
$208K – – –
SIA
909
Summit Investment Advisors
Maryland
$207K +$207K +1,499 New
AIM
910
Athena Investment Management
California
$206K +$206K +1,624 New
AG
911
Ascent Group
Virginia
$205K +$205K +1,615 New
SAM
912
Secure Asset Management
Michigan
$204K +$204K +1,613 New
TCG
913
Transcendent Capital Group
Oklahoma
$201K +$7.61K +60 +4%
DSC
914
Duncker Streett & Co
Missouri
$195K – – –
DRP
915
Decker Retirement Planning
Utah
$192K +$192K +1,512 New
PLU
916
Performa Ltd (US)
South Carolina
$184K +$380 +3 +0.2%
MIA
917
Milestone Investment Advisors
Wisconsin
$179K – – –
SWA
918
SOA Wealth Advisors
New York
$178K +$127 +1 +0.1%
RFG
919
REAP Financial Group
Texas
$177K -$18.2K -144 -9%
HBT
920
Hills Bank & Trust
Iowa
$175K – – –
FIA
921
FPC Investment Advisory
California
$174K +$174K +1,295 New
EK
922
Evensky & Katz
Florida
$173K +$127 +1 +0.1%
VWM
923
Venturi Wealth Management
Texas
$170K – – –
RDIA
924
RE Dickinson Investment Advisors
Iowa
$165K – – –
PFBT
925
Parkside Financial Bank & Trust
Missouri
$163K +$887 +7 +0.5%
35 36
37
38 39