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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 Holding Trade Value Shares
Change 		Shares
Change %
DJYG
1026
David J. Yvars Group
Florida
– -$263K -2,876 Closed
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
– -$251K -2,749 Closed
WCM
1028
Windsor Capital Management
Arizona
– -$250K -2,741 Closed
Empower Advisory Group
1029
Empower Advisory Group
Colorado
– -$240K -2,624 Closed
Fisher Asset Management
1030
Fisher Asset Management
Washington
– -$232K -2,544 Closed
SSWM
1031
Sheets Smith Wealth Management
North Carolina
– -$228K -2,500 Closed
EL
1032
Essex LLC
Illinois
– -$227K -2,485 Closed
MWM
1033
McNaughton Wealth Management
California
– -$224K -2,455 Closed
WS
1034
Wedbush Securities
California
– -$220K -2,411 Closed
CAG
1035
Crestwood Advisors Group
Massachusetts
– -$214K -2,341 Closed
IC
1036
IEQ Capital
California
– -$211K -2,311 Closed
PWMAG
1037
Pinnacle Wealth Management Advisory Group
New Jersey
– -$206K -2,250 Closed
NIC
1038
Northwest Investment Counselors
Oregon
– -$72.3K -792 Closed
CIA
1039
Choate Investment Advisors
Massachusetts
– -$63.2K -692 Closed
RIA
1040
Realta Investment Advisors
Delaware
– -$54.3K -562 Closed
FIA
1041
FNY Investment Advisers
New York
– -$45K -500 Closed
BCM
1042
BluePath Capital Management
Georgia
– -$32.1K -351 Closed
BAAM
1043
Baker Avenue Asset Management
California
– -$30.1K -330 Closed
AWA
1044
Authentikos Wealth Advisory
California
– -$29.2K -320 Closed
HT
1045
Headlands Technologies
Illinois
– -$22.8K -250 Closed
EBA
1046
Eagle Bay Advisors
New York
– -$19.4K -212 Closed
GM
1047
GeoWealth Management
Illinois
– -$17K -190 Closed
WAM
1048
WFA Asset Management
Wisconsin
– -$10.8K -118 Closed
TCM
1049
TD Capital Management
Tennessee
– -$8.31K -91 Closed
TLCM
1050
Twin Lakes Capital Management
California
– -$3.02K -33 Closed
39 40 41
42
43