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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 %
GVAG
201
Great Valley Advisor Group
Delaware
$4.76M -$1.36M -10,756 -22%
Citigroup
202
Citigroup
New York
$4.71M -$9.85M -77,699 -68%
APW
203
Acima Private Wealth
Virginia
$4.71M – – –
FCP
204
Fidelis Capital Partners
Florida
$4.65M +$1.98M +14,760 +74%
AI
205
Auour Investments
Massachusetts
$4.62M -$94.9K -705 -2%
BMCM
206
Burns Matteson Capital Management
New York
$4.53M -$25.9K -204 -0.6%
SC
207
Savant Capital
Illinois
$4.5M -$685K -5,406 -13%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$4.47M -$61.7K -487 -1%
P
209
&Partners
Tennessee
$4.47M +$2.58M +19,834 +136%
SC
210
Saiph Capital
New Jersey
$4.38M +$29.3K +231 +0.7%
Brown Advisory
211
Brown Advisory
Maryland
$4.36M +$812K +6,408 +23%
SPC
212
Sigma Planning Corp
Michigan
$4.3M +$84.4K +666 +2%
CC
213
Courier Capital
New York
$4.29M – – –
HI
214
Harbour Investments
Wisconsin
$4.29M +$722K +5,693 +20%
AB
215
Atlas Brown
Kentucky
$4.28M -$13.2K -104 -0.3%
QC
216
Quadrature Capital
United Kingdom
$4.22M +$4.22M +33,312 New
HNB
217
Huntington National Bank
Ohio
$4.19M -$4.04M – –
AWMNH
218
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.19M +$115K +906 +3%
HNB
219
Hilltop National Bank
Wyoming
$4.17M +$181K +1,428 +5%
WAM
220
Weinberger Asset Management
California
$4.15M +$149K +1,179 +4%
LA
221
LWM Advisors
California
$4.12M +$4.12M +32,467 New
T. Rowe Price Associates
222
T. Rowe Price Associates
Maryland
$4.1M – – –
ICM
223
IMS Capital Management
Oregon
$4.06M -$137K -1,079 -3%
EAM
224
Eukles Asset Management
Ohio
$3.99M -$159K -1,251 -4%
FAM
225
Fred Alger Management
New York
$3.98M +$3.98M +31,385 New
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