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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
14.76%
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
Morgan Stanley
New York
$2.28B
2
Barclays
Barclays
United Kingdom
$53.4M
3
CAM
Congress Asset Management
Massachusetts
$61.5M
4
NRA
NSI Retail Advisors
Pennsylvania
$26M
5
CA
CSM Advisors
Pennsylvania
$26M

Top Sellers

1
SF
Synovus Financial
Georgia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$55.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$120M
4
Corient Private Wealth
Corient Private Wealth
Florida
$10.1M
5
Ameriprise
Ameriprise
Minnesota
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
151
Conning Inc
Connecticut
$6.25M +$781K +7,473 +14%
OAM
152
Oppenheimer Asset Management
New York
$6.22M +$6.22M +59,549 New
WFAG
153
Wescott Financial Advisory Group
Pennsylvania
$6.17M +$6.17M +59,026 New
FHA
154
First Horizon Advisors
Tennessee
$6.1M +$627K +6,003 +11%
CG
155
Corundum Group
Colorado
$6.06M – – –
NA
156
NewEdge Advisors
Louisiana
$5.98M -$9.15M -87,318 -60%
EC
157
Estate Counselors
Wisconsin
$5.76M -$7.21M -69,045 -56%
MWM
158
Modera Wealth Management
New Jersey
$5.74M -$70.4K -674 -1%
FC
159
Forte Capital
New York
$5.65M -$62.5K -598 -1%
PFA
160
Petra Financial Advisors
Colorado
$5.58M +$509K +4,869 +10%
AAS
161
Avantax Advisory Services
Texas
$5.55M +$479K +4,588 +9%
ML
162
McAdam LLC
Pennsylvania
$5.51M -$44.4K -425 -0.8%
SCA
163
Stonebridge Capital Advisors
Minnesota
$5.49M +$6.06K +58 +0.1%
TPCW
164
TD Private Client Wealth
New York
$5.47M +$139K +1,327 +3%
HCA
165
Heck Capital Advisors
Wisconsin
$5.41M -$775K -7,417 -13%
GBWM
166
Granite Bay Wealth Management
New Hampshire
$5.38M – – –
CCM
167
Condor Capital Management
New Jersey
$5.33M +$288K +2,754 +6%
FTS
168
Fifth Third Securities
Ohio
$5.27M -$208K -1,993 -4%
William Blair & Company
169
William Blair & Company
Illinois
$5.24M -$78.6K -752 -1%
PGFC
170
Peapack-Gladstone Financial Corp
New Jersey
$5.24M -$431K -4,123 -8%
VW
171
Vance Wealth
California
$5.13M +$8.57K +82 +0.2%
LF
172
Lee Financial
Texas
$5.07M -$83.7K -801 -2%
PIA
173
Powell Investment Advisors
Florida
$5.04M +$40.2K +385 +0.8%
SEM
174
Strategic Equity Management
Arizona
$5.02M -$10M -95,864 -67%
9WM
175
9258 Wealth Management
Ohio
$5M +$457K +4,375 +10%
5 6
7
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