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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 %
BNP Paribas Financial Markets
1126
BNP Paribas Financial Markets
France
– -$29.3M -250,026 Closed
Prudential Financial
1127
Prudential Financial
New Jersey
– -$25.4M -216,344 Closed
Neuberger Berman Group
1128
Neuberger Berman Group
New York
– -$22.9M -195,074 Closed
D.E. Shaw & Co
1129
D.E. Shaw & Co
New York
– -$2.29M -19,547 Closed
SWP
1130
Summit Wealth Partners
Florida
– -$1.24M -10,570 Closed
EFS
1131
Econ Financial Services
Pennsylvania
– -$1.11M -9,480 Closed
CSPIA
1132
Cary Street Partners Investment Advisory
Virginia
– -$905K -7,712 Closed
GS
1133
GTS Securities
New York
– -$525K -4,479 Closed
STA
1134
Summit Trail Advisors
New York
– -$420K -3,584 Closed
EWS
1135
Evergreen Wealth Solutions
Pennsylvania
– -$414K -3,530 Closed
WIM
1136
Wittenberg Investment Management
Massachusetts
– -$381K -3,453 Closed
MIS
1137
Morningstar Investment Services
Illinois
– -$382K -3,257 Closed
PA
1138
PFG Advisors
Arizona
– -$311K -2,653 Closed
EI
1139
Ellevest Inc
New York
– -$297K -2,532 Closed
CWM
1140
C2C Wealth Management
Arizona
– -$264K -2,213 Closed
AFP
1141
Ausdal Financial Partners
Iowa
– -$217K -1,852 Closed
OMC
1142
Old Mission Capital
Illinois
– -$205K -1,745 Closed
VAMG
1143
Voisard Asset Management Group
Michigan
– -$138K -1,177 Closed
RWM
1144
Reston Wealth Management
Virginia
– -$76.4K -652 Closed
SAM
1145
S.A. Mason
Michigan
– -$60.4K -515 Closed
ATS
1146
Ashton Thomas Securities
New York
– -$38.7K -330 Closed
RBC
1147
Roble Belko & Company
Pennsylvania
– -$34K -286 Closed
JIP
1148
Jaffetilchin Investment Partners
Florida
– -$31.2K -266 Closed
GA
1149
GoalVest Advisory
New York
– -$23.6K -201 Closed
CPA
1150
Capital Performance Advisors
California
– -$23.5K -200 Closed
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