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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.

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
1
Morgan Stanley
New York
$2.29B
2
Raymond James Financial
2
Raymond James Financial
Florida
$126M
3
FAC
3
Financial Advisory Corporation
Michigan
$93.3M
4
AIA
4
Angeles Investment Advisors
California
$80.1M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$238M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
IAIM
3
International Assets Investment Management
Florida
$555K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.29B 18,074,393 +7,260,002 +67%
Bank of America
2
Bank of America
North Carolina
$923M 7,281,997 +154,005 +2%
Wells Fargo
3
Wells Fargo
California
$661M 5,212,818 +212,267 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$575M 4,537,638 +133,265 +3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$424M 3,341,377 -183,028 -5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$341M 2,687,537 +29,499 +1%
Ameriprise
7
Ameriprise
Minnesota
$326M 2,571,830 -35,789 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$314M 2,481,155 +5,282 +0.2%
UBS Group
9
UBS Group
Switzerland
$292M 2,306,463 +19,252 +0.8%
LPL Financial
10
LPL Financial
California
$273M 2,154,407 +340,267 +19%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$271M 2,139,686 +5,536 +0.3%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$238M 1,881,474 +389,972 +26%
CB
13
Commerce Bank
Missouri
$229M 1,808,625 -49,027 -3%
FCBT
14
First Citizens Bank & Trust
North Carolina
$227M 1,791,302 +365,602 +26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$205M 1,621,098 -16,558 -1%
US Bancorp
16
US Bancorp
Minnesota
$188M 1,485,364 +80,628 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$146M 1,150,158 -12,781 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$126M 996,523 +996,523 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$123M 972,902 +80,024 +9%
GI
20
GLOBALT Investments
Georgia
$105M 830,783 -47,995 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$104M 820,727 +146,501 +22%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$100M 778,500 +86,501 +13%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$99.5M 784,846 -7,958 -1%
CFB
24
Cullen/Frost Bankers
Texas
$94.1M 742,700 -3,859 -0.5%
FAC
25
Financial Advisory Corporation
Michigan
$93.3M 735,876 +735,876 New
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