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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FMB
976
Field & Main Bank
Kentucky
$9.4K – – –
APCM
977
Alaska Permanent Capital Management
Alaska
$8.98K -$607K -5,817 -99%
PP
978
Pacifica Partners
Canada
$8.06K +$8.06K +82 New
AWM
979
Abound Wealth Management
Tennessee
$7.21K – – –
DAC
980
Dividend Assets Capital
South Carolina
$7K – – –
PPWM
981
PFG Private Wealth Management
Florida
$6.37K – – –
PWA
982
Provenance Wealth Advisors
Florida
$6.27K – – –
TAM
983
Tucker Asset Management
Colorado
$5.85K -$3.24K -31 -36%
NRG
984
Nemes Rush Group
Michigan
$5.33K – – –
VCM
985
Versant Capital Management
Arizona
$4.39K – – –
HCP
986
Hexagon Capital Partners
Arkansas
$3.76K – – –
APC
987
Aspire Private Capital
North Carolina
$3.45K +$3.45K +33 New
NMG
988
New Millennium Group
Utah
$3.42K – – –
MIA
989
MeadowBrook Investment Advisors
Michigan
$3.13K +$3.13K +30 New
PSB
990
Piscataqua Savings Bank
New Hampshire
$3.13K – – –
BL
991
Balentine LLC
Georgia
$3.03K -$5.75K -55 -65%
MSFP
992
Mark Sheptoff Financial Planning
Connecticut
$2.93K – – –
BNP Paribas Financial Markets
993
BNP Paribas Financial Markets
France
$2.82K +$2.82K +27 New
HWM
994
HighMark Wealth Management
Minnesota
$2.62K – – –
CB
995
CNB Bank
Pennsylvania
$2.51K – – –
MBFW
996
Morton Brown Family Wealth
Pennsylvania
$2.3K +$2.3K +22 New
KFS
997
Kelly Financial Services
Massachusetts
$2.09K -$8.77K -84 -81%
SA
998
Scarborough Advisors
Maryland
$2.09K +$2.09K +20 New
TVWM
999
Tower View Wealth Management
Wisconsin
$2K – – –
WIA
1000
Wetzel Investment Advisors
Indiana
$2K +$2K +20 New
38 39
40
41 42