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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.6%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$836M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$61.2M
3
Ameriprise
Ameriprise
Minnesota
$306M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.3M
5
CAM
Congress Asset Management
Massachusetts
$43.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$413M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.63M
3
SFC
Strategic Financial Concepts
Texas
$690K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
Goldman Sachs
Goldman Sachs
New York
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
WealthPlan Investment Management
Nebraska
$2.68M +$2.68M +22,871 New
LTL
252
Lowery Thomas LLC
California
$2.68M -$234K -1,995 -8%
EFS
253
Essex Financial Services
Connecticut
$2.65M +$110K +914 +4%
AWS
254
Atria Wealth Solutions
New York
$2.62M -$134K -1,143 -5%
IPW
255
Intergy Private Wealth
Colorado
$2.61M +$122K +1,039 +5%
UCFA
256
United Capital Financial Advisors
Texas
$2.6M -$92.9K -792 -3%
SCA
257
Stonebridge Capital Advisors
Minnesota
$2.6M -$1.09M -9,299 -30%
FCI
258
Financial Counselors Inc
Kansas
$2.58M +$76.5K +652 +3%
OW
259
Olistico Wealth
Oklahoma
$2.55M +$325K +2,775 +15%
RG
260
Rathbones Group
United Kingdom
$2.54M +$169K +1,441 +7%
NL
261
NWAM LLC
Washington
$2.53M +$2.53M +21,592 New
PA
262
Pinnacle Associates
New York
$2.51M +$35.4K +339 +1%
GCM
263
Geneva Capital Management
Wisconsin
$2.51M -$4.42M -37,664 -64%
TVAMP
264
Tennessee Valley Asset Management Partners
Tennessee
$2.5M +$320K +2,728 +15%
BIA
265
Biondo Investment Advisors
Pennsylvania
$2.46M +$45.2K +385 +2%
MA
266
MCF Advisors
Kentucky
$2.45M -$6.1K -52 -0.2%
RWP
267
RWA Wealth Partners
Massachusetts
$2.43M -$11.8K -101 -0.5%
FPGK
268
Financial Partners Group (Kansas)
Kansas
$2.4M -$35.3K -301 -1%
FCP
269
Fidelis Capital Partners
Florida
$2.38M +$495K +4,135 +26%
BA
270
Ballew Advisors
Mississippi
$2.38M +$833K +6,967 +54%
CICC
271
Capital Investment Counsel (Colorado)
Colorado
$2.37M +$958K +8,168 +68%
AWA
272
Arkadios Wealth Advisors
Georgia
$2.37M +$891K +7,599 +60%
BP
273
Broadleaf Partners
Ohio
$2.31M +$48.8K +416 +2%
SA
274
Strategic Advocates
Utah
$2.3M -$313K -2,671 -12%
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
$2.29M +$333K +2,837 +17%
9 10
11
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