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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.

Holders
1,007
Holders Change
+94
Holders Change %
+10.3%
% of All Funds
14.77%
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
1
Morgan Stanley
New York
$2.28B
2
GI
2
GLOBALT Investments
Georgia
$96.2M
3
Barclays
3
Barclays
United Kingdom
$53.4M
4
CAM
4
Congress Asset Management
Massachusetts
$61.5M
5
CA
5
CSM Advisors
Pennsylvania
$26M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$15.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$120M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$10.1M
5
Ameriprise
5
Ameriprise
Minnesota
$258M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.28B 21,860,940 +10,943,229 +100%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.15B 11,024,493 -61,450 -0.6%
Bank of America
3
Bank of America
North Carolina
$688M 6,588,038 -159,300 -2%
Wells Fargo
4
Wells Fargo
California
$588M 5,632,447 -150,019 -3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$409M 3,918,325 +92,345 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$300M 2,871,614 +63,473 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$294M 2,811,258 -223,836 -7%
Ameriprise
8
Ameriprise
Minnesota
$258M 2,466,496 -232,423 -9%
UBS Group
9
UBS Group
Switzerland
$245M 2,348,651 +51,922 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$231M 2,210,427 +43,938 +2%
CB
11
Commerce Bank
Missouri
$216M 2,071,839 -40,024 -2%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$213M 2,034,598 +26,997 +1%
LPL Financial
13
LPL Financial
California
$171M 1,640,404 +40,060 +3%
US Bancorp
14
US Bancorp
Minnesota
$160M 1,528,182 +66,389 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$132M 1,263,824 -107,136 -8%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$131M 1,254,941 +85,474 +7%
FCBT
17
First Citizens Bank & Trust
North Carolina
$124M 1,188,465 +62,900 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$120M 1,148,499 -305,668 -21%
Goldman Sachs
19
Goldman Sachs
New York
$99.6M 953,327 +7,226 +0.8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$97.5M 933,028 -18,975 -2%
GI
21
GLOBALT Investments
Georgia
$96.2M 920,724 +920,724 New
Truist Financial
22
Truist Financial
North Carolina
$95.2M 911,338 +31,235 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$90M 861,871 +72,553 +9%
ZB
24
Zions Bancorporation
Utah
$87.8M 840,781 -44,688 -5%
AFIMH
25
American Family Insurance Mutual Holding
Wisconsin
$78.8M 754,748 – –
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