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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 %
SFS
176
Sowell Financial Services
Arkansas
$4.96M -$511K -4,894 -9%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$4.81M +$1.43M +13,659 +42%
CAM
178
Cresset Asset Management
Illinois
$4.77M +$2.46M +23,536 +107%
GVAG
179
Great Valley Advisor Group
Delaware
$4.75M -$260K -2,491 -5%
SW
180
Simplicity Wealth
New Jersey
$4.71M +$2.06M +19,733 +78%
Kayne Anderson Rudnick Investment Management
181
Kayne Anderson Rudnick Investment Management
California
$4.69M -$1.18M -11,259 -20%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$4.67M +$491K +4,697 +12%
Lido Advisors
183
Lido Advisors
California
$4.65M +$520K +4,979 +13%
TWM
184
Tolleson Wealth Management
Texas
$4.58M -$1.56M -14,907 -25%
TFA
185
Transamerica Financial Advisors
Florida
$4.53M +$350K +3,353 +8%
MFG
186
Mainsail Financial Group
Washington
$4.53M +$328K +3,213 +8%
BA
187
Bellwether Advisors
Nebraska
$4.48M +$4.48M +42,914 New
BB
188
Berkshire Bank
Massachusetts
$4.44M -$181K -1,730 -4%
PRWA
189
Platte River Wealth Advisors
Colorado
$4.42M – – –
ONB
190
Old National Bancorp
Indiana
$4.37M +$654K +6,264 +18%
CHAM
191
Clear Harbor Asset Management
Connecticut
$4.36M +$12.3K +118 +0.3%
IP
192
Investment Partners
Ohio
$4.35M -$80.9K -774 -2%
JFG
193
Jefferies Financial Group
New York
$4.33M -$1.12M -10,705 -21%
HCP
194
Holt Capital Partners
Texas
$4.27M +$186K +1,780 +5%
CTC
195
Central Trust Company
Missouri
$4.24M -$9.92K -95 -0.2%
Cerity Partners
196
Cerity Partners
New York
$4.21M +$1.47M +14,107 +54%
Citigroup
197
Citigroup
New York
$4.17M +$394K +3,771 +10%
HPC
198
HM Payson & Co
Maine
$4.13M -$323K -3,093 -7%
Millennium Management
199
Millennium Management
New York
$4.05M +$4.05M +38,785 New
MCWS
200
McKinley Carter Wealth Services
West Virginia
$4.04M -$321K -3,074 -7%
6 7
8
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