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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 %
HFS
76
Hantz Financial Services
Michigan
$20.5M -$12.7M -100,336 -38%
Northern Trust
77
Northern Trust
Illinois
$20.3M +$989K +7,805 +5%
FWP
78
Falcon Wealth Planning
California
$20.1M +$174K +1,371 +0.9%
BCIM
79
Bishop & Co Investment Management
Pennsylvania
$19.5M -$75.7K -597 -0.4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$19.5M +$44.5K +351 +0.2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$19M +$3.86M +30,434 +26%
WA
82
Waverly Advisors
Alabama
$18.8M +$8.61M +67,898 +85%
SF
83
Synovus Financial
Georgia
$18.3M -$552K -4,351 -3%
EWA
84
EP Wealth Advisors
California
$17.7M +$156K +1,227 +0.9%
LFWA
85
LBJ Family Wealth Advisors
Texas
$17.3M -$164K -1,296 -0.9%
FWM
86
FSA Wealth Management
Massachusetts
$17.3M -$420K -3,313 -2%
HH
87
HWG Holdings
Texas
$17M +$14.9M +117,712 +722%
BF
88
BOK Financial
Oklahoma
$17M +$103K +814 +0.6%
CWM
89
Congress Wealth Management
Massachusetts
$16.9M +$15.2M +119,981 +874%
PAG
90
Private Advisor Group
New Jersey
$16.8M -$515K -4,065 -3%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$16.7M -$1.39M -10,950 -8%
MFIM
92
Mesirow Financial Investment Management
Illinois
$16.7M +$5.47M +43,181 +49%
KPWS
93
Kestra Private Wealth Services
Texas
$16.7M +$232K +1,831 +1%
BOH
94
Bank of Hawaii
Hawaii
$16.7M +$11.8M +93,210 +244%
HCA
95
Heck Capital Advisors
Wisconsin
$16.6M +$6.93M +54,702 +72%
Stifel Financial
96
Stifel Financial
Missouri
$16.4M -$1.81M -14,255 -10%
WANY
97
Wealthspire Advisors (New York)
New York
$16.1M +$551K +4,349 +4%
KAS
98
Kestra Advisory Services
Texas
$15.7M +$62.5K +493 +0.4%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$15.7M -$2.13M -16,822 -12%
MCM
100
MAI Capital Management
Ohio
$15.6M +$1.18M +9,286 +8%
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4
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