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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
Morgan Stanley
New York
$2.29B
2
AIA
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
IAIM
International Assets Investment Management
Florida
$555K
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
951
Union Savings Bank
Connecticut
$125K -$5.83K -46 -4%
FWM
952
FLP Wealth Management
Arkansas
$124K +$124K +980 New
WT
953
Washington Trust
Rhode Island
$121K – – –
MCM
954
MidAtlantic Capital Management
Virginia
$116K – – –
BFS
955
Bare Financial Services
Pennsylvania
$115K -$23.4K -185 -17%
GWSG
956
GPS Wealth Strategies Group
Colorado
$115K +$127 +1 +0.1%
MPCG
957
Matrix Private Capital Group
New York
$114K -$11.4K -90 -9%
RAM
958
Ramirez Asset Management
New York
$114K – – –
OP
959
ORG Partners
Indiana
$113K +$8.37K +66 +8%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$110K +$4.82K +38 +5%
SIS
961
Sound Income Strategies
Florida
$110K +$27.8K +219 +34%
PA
962
PSI Advisors
Florida
$106K +$127 +1 +0.1%
RIA
963
Realta Investment Advisors
Delaware
$102K +$101K +777 +11,100%
SN
964
Sittner & Nelson
Oregon
$101K – – –
CTA
965
Colonial Trust Advisors
South Carolina
$101K – – –
DWM
966
Darwin Wealth Management
Florida
$99.9K -$8.37K -66 -8%
PB
967
Pinnacle Bancorp
Nebraska
$98K – – –
KHC
968
Koesten Hirschmann & Crabtree
Kansas
$97.9K – – –
TFM
969
TFC Financial Management
Massachusetts
$96.8K – – –
LDB
970
Lee, Danner & Bass
Tennessee
$96.1K +$96.1K +758 New
Deutsche Bank
971
Deutsche Bank
Germany
$94.6K -$104K -820 -52%
W
972
WealthCollab
Washington
$94.2K -$10.3K -81 -10%
LFA
973
LGT Financial Advisors
Texas
$93.1K -$9K -71 -9%
DMKJ
974
David M. Knott Jr
$88.1K – – –
NSIM
975
North Star Investment Management
Illinois
$87.5K -$5.83K -46 -6%
37 38
39
40 41