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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
NRA
4
NSI Retail Advisors
Pennsylvania
$26M
5
CA
5
CSM 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 Market Value Shares Shares
Change 		Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$13.1M 125,603 +6,949 +6%
AWM
102
Avior Wealth Management
Nebraska
$13M 124,884 -5,248 -4%
FCAM
103
First Citizens Asset Management
North Carolina
$12.7M 114,955 +57,469 +100%
CRC
104
Curi RMB Capital
Illinois
$12M 114,684 +14,422 +14%
MCM
105
MAI Capital Management
Ohio
$11.9M 114,137 +8,632 +8%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$11.8M 112,779 +34,351 +44%
PIS
107
POM Investment Strategies
North Carolina
$11.7M 112,254 +112,254 New
MBTD
108
Mechanics Bank - Trust Department
California
$11.7M 111,782 -1,349 -1%
HIP
109
HUB Investment Partners
Texas
$11.4M 109,507 +300 +0.3%
BRWA
110
B. Riley Wealth Advisors
Florida
$11.4M 109,070 -50,178 -32%
UB
111
UMB Bank
Missouri
$11M 105,759 -3,750 -3%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$11M 105,448 -671 -0.6%
LWP
113
LMG Wealth Partners
Louisiana
$11M 105,435 -164 -0.2%
FFN
114
Focus Financial Network
Minnesota
$11M 105,348 +100,563 +2,102%
NP
115
NorthRock Partners
Minnesota
$10.7M 102,594 +38,084 +59%
CWM
116
Connecticut Wealth Management
Connecticut
$10.6M 101,288 -50 -0%
WIC
117
Whitegate Investment Counselors
New Hampshire
$10.4M 99,125 -120 -0.1%
PFP
118
Pinnacle Financial Partners
Tennessee
$10.3M 98,374 +5,873 +6%
Corient Private Wealth
119
Corient Private Wealth
Florida
$10.1M 96,815 -304,910 -76%
WANY
120
Wealthspire Advisors (New York)
New York
$10.1M 96,651 -1,531 -2%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$9.6M 91,931 -107 -0.1%
EWA
122
EP Wealth Advisors
California
$9.53M 91,198 +388 +0.4%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$9.48M 90,778 +90,778 New
OAM
124
Occidental Asset Management
California
$9.28M 88,869 +1,007 +1%
SCA
125
Southern Capital Advisors
Tennessee
$9.15M 87,626 +790 +0.9%
3 4
5
6 7