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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
Bank of America
North Carolina
$616M
3
Corient Private Wealth
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
Osaic Holdings
Arizona
$133M
5
Comerica Bank
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$198M
3
Barclays
Barclays
United Kingdom
$84K
4
SF
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
Wells Fargo
California
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
226
Hofer & Associates
California
$2.59M +$19.9K +218 +0.8%
ES
227
Eagle Strategies
New York
$2.59M +$154K +1,688 +6%
BPA
228
Beacon Pointe Advisors
California
$2.59M +$694K +7,598 +37%
SA
229
Strategic Advocates
Utah
$2.58M +$2.58M +28,219 New
BJL
230
Brighton Jones LLC
Washington
$2.54M -$38.5K -422 -1%
RFC
231
Regions Financial Corp
Alabama
$2.52M -$11.7K -128 -0.5%
PFS
232
Prospera Financial Services
Texas
$2.51M +$15.7K +172 +0.6%
LTL
233
Lowery Thomas LLC
California
$2.48M +$83.9K +918 +3%
DWM
234
Darwin Wealth Management
Florida
$2.48M -$109K -1,190 -4%
CW
235
CreativeOne Wealth
Kansas
$2.4M -$4.25M -46,489 -64%
SCP
236
Stevens Capital Partners
Nebraska
$2.39M -$1.83K -20 -0.1%
Cerity Partners
237
Cerity Partners
New York
$2.39M -$223K -2,445 -9%
CWM
238
Congress Wealth Management
Massachusetts
$2.38M +$2.01M +22,030 +540%
IFPG
239
Intrepid Financial Planning Group
Indiana
$2.37M -$127K -1,388 -5%
FNBT
240
FineMark National Bank & Trust
Florida
$2.35M +$60.6K +663 +3%
GT
241
Glenmede Trust
Pennsylvania
$2.35M -$208K -2,277 -8%
FNT
242
First National Trust
Pennsylvania
$2.34M +$150K +1,644 +7%
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$2.33M +$457K +5,004 +24%
D
244
Dentgroup
Louisiana
$2.33M -$44.3K -485 -2%
SW
245
Simplicity Wealth
New Jersey
$2.32M -$736K -8,058 -24%
BCM
246
Becker Capital Management
Oregon
$2.31M +$50.5K +552 +2%
HGWM
247
Horst & Graben Wealth Management
Oregon
$2.27M +$544K +5,953 +31%
WB
248
WesBanco Bank
West Virginia
$2.26M +$5.66K +62 +0.3%
GT
249
Glenview Trust
Kentucky
$2.25M +$62.7K +686 +3%
PA
250
Pinnacle Associates
New York
$2.2M +$44.2K +484 +2%
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