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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 %
PIP
1001
Peachtree Investment Partners
Florida
$1.99K – – –
CB
1002
Centennial Bank
Arkansas
$1.88K – – –
MSG
1003
Main Street Group
Virginia
$1.25K +$1.25K +12 New
YAL
1004
Your Advocates Ltd
Texas
$940 -$4.7K -45 -83%
MFC
1005
Morris Financial Concepts
South Carolina
$836 – – –
M
1006
MOTCO
Texas
$627 – – –
TRCT
1007
Tower Research Capital (TRC)
New York
$418 -$1.78K -17 -81%
KA
1008
Kozak & Associates
Colorado
$410 +$410 +4 New
GSWM
1009
Greenup Street Wealth Management
Michigan
– -$6.02M -65,928 Closed
HF
1010
HRT Financial
New York
– -$4.98M -54,463 Closed
AP
1011
Advisors Preferred
Maryland
– -$3.8M -41,772 Closed
RA
1012
RFG Advisory
Alabama
– -$3.45M -37,752 Closed
IFPL
1013
Investments & Financial Planning LLC
Kentucky
– -$1.77M -19,353 Closed
SBH
1014
Segall Bryant & Hamill
Illinois
– -$1.4M -15,377 Closed
IWM
1015
Iams Wealth Management
Nebraska
– -$1.03M -11,224 Closed
SQA
1016
Simon Quick Advisors
New Jersey
– -$805K -8,807 Closed
Charles Schwab
1017
Charles Schwab
California
– -$675K -7,393 Closed
SFC
1018
Strategic Financial Concepts
Texas
– -$568K -6,215 Closed
EW
1019
Evoke Wealth
California
– -$436K -4,767 Closed
DIA
1020
Dana Investment Advisors
Wisconsin
– -$381K -4,175 Closed
LT
1021
Legacy Trust
Michigan
– -$344K -3,770 Closed
LA
1022
Legacy Advisors
Pennsylvania
– -$321K -3,508 Closed
VCA
1023
Verdence Capital Advisors
Maryland
– -$293K -3,203 Closed
CAAS
1024
Capital Asset Advisory Services
Michigan
– -$291K -3,135 Closed
AWM
1025
Axxcess Wealth Management
California
– -$280K -3,067 Closed
39 40
41
42 43