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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,007 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 342 increasing their positions, 269 reducing their positions, and 43 closing their positions.

Holders
1,007
Holders Change
+94
Holders Change %
+10.3%
% of All Funds
14.77%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.6%
New
150
Increased
342
Reduced
269
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Barclays
2
Barclays
United Kingdom
$53.4M
3
CAM
3
Congress Asset Management
Massachusetts
$61.5M
4
CA
4
CSM Advisors
Pennsylvania
$26M
5
NRA
5
NSI Retail Advisors
Pennsylvania
$26M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$15.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$120M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$10.1M
5
Ameriprise
5
Ameriprise
Minnesota
$258M
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M 177,000 – –
CAN
77
Cetera Advisor Networks
California
$18.3M 175,121 +7,367 +4%
SMF
78
Sterling Manor Financial
New York
$17.1M 163,504 -1,965 -1%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$17M 162,705 +7,784 +5%
CWM
80
Congress Wealth Management
Massachusetts
$16.7M 159,526 +133,419 +511%
Northern Trust
81
Northern Trust
Illinois
$16M 153,358 +16,715 +12%
MML Investors Services
82
MML Investors Services
Massachusetts
$16M 153,322 -88,861 -37%
Prudential Financial
83
Prudential Financial
New Jersey
$15.8M 151,377 +7,286 +5%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$15.7M 150,452 +18,987 +14%
GG
85
GenWealth Group
New Jersey
$15.4M 147,683 -12,315 -8%
SF
86
Synovus Financial
Georgia
$15.4M 147,376 -944,860 -87%
AFP
87
Ausdal Financial Partners
Iowa
$14.9M 142,782 -6,876 -5%
KAS
88
Kestra Advisory Services
Texas
$14.3M 137,112 +3,912 +3%
FWM
89
FSA Wealth Management
Massachusetts
$14.3M 136,592 -1,820 -1%
OWA
90
Octavia Wealth Advisors
Ohio
$14.2M 135,623 +3,765 +3%
LFWA
91
LBJ Family Wealth Advisors
Texas
$14.2M 135,575 -7,466 -5%
CA
92
Cetera Advisors
Colorado
$13.9M 133,412 +7,077 +6%
Stifel Financial
93
Stifel Financial
Missouri
$13.9M 132,884 +4,549 +4%
BC
94
Bartlett & Co
Ohio
$13.8M 131,465 -28,671 -18%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$13.8M 131,465 -28,671 -18%
PAG
96
Private Advisor Group
New Jersey
$13.8M 131,712 -7,645 -5%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$13.7M 131,336 -11,021 -8%
BF
98
BOK Financial
Oklahoma
$13.6M 130,359 +4,972 +4%
JFG
99
JMG Financial Group
Illinois
$13.5M 129,345 -3,317 -3%
MGIA
100
Moneta Group Investment Advisors
Missouri
$13.4M 128,293 +19,038 +17%
2 3
4
5 6