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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
Morgan Stanley
New York
$2.29B
2
AIA
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
IAIM
International Assets Investment Management
Florida
$555K
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
151
Stock Yards Bank & Trust
Kentucky
$7.7M -$131K -1,036 -2%
GIA
152
GHP Investment Advisors
Colorado
$7.69M -$91.4K -721 -1%
PCM
153
Piedmont Capital Management
Montana
$7.54M +$7.54M +59,232 New
CCM
154
Condor Capital Management
New Jersey
$7.34M +$165K +1,298 +2%
KFP
155
KMG Fiduciary Partners
Ohio
$7.3M +$166K +1,309 +2%
PFA
156
Petra Financial Advisors
Colorado
$7.27M +$159K +1,252 +2%
OAM
157
Oppenheimer Asset Management
New York
$7.11M +$7.11M +56,093 New
Cerity Partners
158
Cerity Partners
New York
$7.07M +$580K +4,577 +9%
TAM
159
Tocqueville Asset Management
New York
$7.01M -$283K -2,235 -4%
CG
160
Corundum Group
Colorado
$7M -$152K -1,202 -2%
CA
161
Clearstead Advisors
Ohio
$6.88M -$19.3K -152 -0.3%
VW
162
Vance Wealth
California
$6.82M -$340K -2,684 -5%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$6.72M +$6.72M +52,996 New
MWM
164
Modera Wealth Management
New Jersey
$6.71M – – –
FPAS
165
Focus Partners Advisor Solutions
Missouri
$6.64M +$5.15M +40,650 +346%
ML
166
McAdam LLC
Pennsylvania
$6.62M -$219K -1,728 -3%
FHA
167
First Horizon Advisors
Tennessee
$6.59M +$22.3K +176 +0.3%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$6.51M +$3.26M +25,294 +101%
PIA
169
Powell Investment Advisors
Florida
$6.3M +$10.3K +81 +0.2%
CHAM
170
Clear Harbor Asset Management
Connecticut
$6.27M +$287K +2,263 +5%
William Blair & Company
171
William Blair & Company
Illinois
$6.24M +$234K +1,845 +4%
PCG
172
Prosperity Consulting Group
Maryland
$6.24M +$14.3K +113 +0.2%
Bessemer Group
173
Bessemer Group
New Jersey
$6.17M +$2M +15,746 +48%
MFG
174
Mainsail Financial Group
Washington
$6.13M +$90.5K +714 +1%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$6.1M -$469K -3,697 -7%
5 6
7
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