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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 %
Vanguard Group
201
Vanguard Group
Pennsylvania
$3.97M +$29.1K +279 +0.7%
SWP
202
Stratos Wealth Partners
Ohio
$3.95M -$122K -1,169 -3%
BMCM
203
Burns Matteson Capital Management
New York
$3.9M -$164K -1,574 -4%
APW
204
Acima Private Wealth
Virginia
$3.88M -$2.73M -26,182 -41%
ANB
205
Amarillo National Bank
Texas
$3.82M – – –
TC
206
TAGStone Capital
North Carolina
$3.79M +$98.3K +941 +3%
CCM
207
Coldstream Capital Management
Washington
$3.78M +$52.3K +501 +1%
TVAMP
208
Tennessee Valley Asset Management Partners
Tennessee
$3.69M +$1.86M +17,827 +102%
CC
209
Courier Capital
New York
$3.65M -$68.4K -655 -2%
ECA
210
Elevated Capital Advisors
Utah
$3.65M -$75.7K -725 -2%
HNB
211
Huntington National Bank
Ohio
$3.64M -$3.23M – –
SC
212
Saiph Capital
New Jersey
$3.61M -$62.8K -601 -2%
EAM
213
Eukles Asset Management
Ohio
$3.61M +$90.7K +868 +3%
AI
214
Auour Investments
Massachusetts
$3.57M +$45.5K +433 +1%
WFS
215
Widmann Financial Services
Maryland
$3.52M -$13.8K -132 -0.4%
Financial Engines Advisors
216
Financial Engines Advisors
California
$3.52M -$1.15M -10,961 -25%
D
217
Dentgroup
Louisiana
$3.52M +$853K +8,170 +32%
AB
218
Atlas Brown
Kentucky
$3.48M -$731 -7 -0%
VCM
219
Virtue Capital Management
Tennessee
$3.46M -$190K -1,887 -5%
TCWM
220
Total Clarity Wealth Management
Illinois
$3.44M +$302K +2,894 +10%
CA
221
Claro Advisors
Massachusetts
$3.43M -$259K -2,479 -7%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.42M +$258K +2,474 +8%
EWMCB
223
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.4M -$178K -1,701 -5%
CCB
224
Country Club Bank
Missouri
$3.39M -$44.2K -420 -1%
T. Rowe Price Associates
225
T. Rowe Price Associates
Maryland
$3.38M – – –
7 8
9
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