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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 %
PFSC
1076
Peoples Financial Services Corp
Pennsylvania
$12.5K – – –
IRC
1077
Investors Research Corp
Georgia
$12.4K – – –
RPA
1078
Redwood Park Advisors
California
$12.2K +$12.2K +96 New
NFSG
1079
Newbridge Financial Services Group
Florida
$12.1K +$12.1K +96 New
CBT
1080
Crews Bank & Trust
Florida
$11.9K +$11.9K +94 New
CMBA
1081
C.M. Bidwell & Associates
Hawaii
$11.5K +$11.5K +91 New
FMB
1082
Field & Main Bank
Kentucky
$11.4K – – –
VWWMG
1083
Vermillion & White Wealth Management Group
Pennsylvania
$11K – – –
APCM
1084
Alaska Permanent Capital Management
Alaska
$10.9K – – –
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
$9.89K – – –
MEG
1086
Millstone Evans Group
Colorado
$9K +$9K +71 New
BAM
1087
Bellevue Asset Management
Washington
$8.92K +$8.92K +31 New
GP
1088
Greenline Partners
New York
$8.87K +$8.87K +70 New
AWM
1089
Abound Wealth Management
Tennessee
$8.75K – – –
BFP
1090
Briaud Financial Planning
Texas
$8K +$8K +68 New
SC
1091
Swan Capital
Florida
$7.73K +$7.73K +61 New
RWS
1092
Retirement Wealth Solutions
Wisconsin
$7.62K +$7.62K +60 New
PWA
1093
Provenance Wealth Advisors
Florida
$7.61K – – –
PCWA
1094
Pacific Capital Wealth Advisors
California
$7.35K – – –
NMG
1095
New Millennium Group
Utah
$7.1K +$3.55K +28 +100%
HNW
1096
High Note Wealth
Minnesota
$6.59K +$6.59K +52 New
NRG
1097
Nemes Rush Group
Michigan
$6.47K – – –
SAM
1098
Synergy Asset Management
Washington
$6.45K +$6.45K +55 New
WAM
1099
WFA Asset Management
Wisconsin
$6.34K +$6.34K +50 New
PCA
1100
PMV Capital Advisers
Texas
$5.96K +$5.96K +47 New
42 43
44
45 46