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iShares Russell Mid-Cap Growth ETF

1,013 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 152 funds opening new positions, 342 increasing their positions, 271 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $752K

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

28% more capital invested

Capital invested by funds: $9.24B → $11.9B (+$2.63B)

26% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 271

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

10% more funds holding

Funds holding: 9171,013 (+96)

7.21% more ownership

Funds ownership: 75.05%82.27% (+7.2%)

Holders
1,013
Holders Change
+96
Holders Change %
+10.47%
% of All Funds
14.77%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
152
Increased
342
Reduced
271
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.28B +$1.04B +10,943,229 +100%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.15B -$5.83M -61,450 -0.6%
Bank of America
3
Bank of America
North Carolina
$688M -$15.1M -159,300 -2%
Wells Fargo
4
Wells Fargo
California
$588M -$14.2M -150,019 -3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$409M +$8.75M +92,345 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$300M +$6.02M +63,473 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$294M -$21.2M -223,836 -7%
Ameriprise
8
Ameriprise
Minnesota
$258M -$22M -232,423 -9%
UBS Group
9
UBS Group
Switzerland
$245M +$4.92M +51,922 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$231M +$4.17M +43,938 +2%
CB
11
Commerce Bank
Missouri
$216M -$3.79M -40,024 -2%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$213M +$2.56M +26,997 +1%
LPL Financial
13
LPL Financial
California
$171M +$3.8M +40,060 +3%
US Bancorp
14
US Bancorp
Minnesota
$160M +$6.29M +66,389 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$132M -$10.2M -107,136 -8%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$131M +$8.1M +85,474 +7%
FCBT
17
First Citizens Bank & Trust
North Carolina
$124M +$5.96M +62,900 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$120M -$29M -305,668 -21%
Goldman Sachs
19
Goldman Sachs
New York
$99.6M +$685K +7,226 +0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$97.5M -$1.8M -18,975 -2%
GI
21
GLOBALT Investments
Georgia
$96.2M +$87.3M +920,724 New
Truist Financial
22
Truist Financial
North Carolina
$95.2M +$2.96M +31,235 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$90M +$6.88M +72,553 +9%
ZB
24
Zions Bancorporation
Utah
$87.8M -$4.24M -44,688 -5%
AFIMH
25
American Family Insurance Mutual Holding
Wisconsin
$78.8M