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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
Barclays
2
Barclays
United Kingdom
$80.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54M
4
LPL Financial
4
LPL Financial
California
$174M
5
AssetMark Inc
5
AssetMark Inc
California
$15.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
TF
2
TIAA FSB
Florida
$1.58B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
ERTS Wealth Advisors
Michigan
$1.46M -$5.16K -46 -0.4%
BCM
302
BTC Capital Management
Iowa
$1.45M – – –
TA
303
Tiedemann Advisors
New York
$1.42M -$3.34M -29,790 -70%
LPIC
304
LeJeune Puetz Investment Counsel
Michigan
$1.4M – – –
EWM
305
EPG Wealth Management
Georgia
$1.38M -$117K -1,040 -8%
ONB
306
Old National Bancorp
Indiana
$1.38M -$679K -6,061 -33%
BIA
307
BHK Investment Advisors
Alabama
$1.38M -$30.7K -274 -2%
FNBT
308
FineMark National Bank & Trust
Florida
$1.37M +$96.8K +864 +8%
CWM
309
Cranbrook Wealth Management
Michigan
$1.36M -$25.8K -230 -2%
MCM
310
Murphy Capital Management
New Jersey
$1.35M -$2.8K -25 -0.2%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$1.34M +$4.59K +41 +0.3%
HF
312
HRT Financial
New York
$1.34M +$711K +6,349 +113%
BIA
313
Biondo Investment Advisors
Pennsylvania
$1.34M -$6.84K -61 -0.5%
WMP
314
Wealth Management Partners
Arizona
$1.33M -$7.73K -69 -0.6%
WI
315
Wedgewood Investors
Pennsylvania
$1.31M -$11.2K -100 -0.8%
SG
316
StoneX Group
New York
$1.3M -$12.3K -110 -0.9%
OGF
317
Orin Green Financial
California
$1.28M – – –
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$1.27M -$118K -1,050 -9%
PTC
319
Private Trust Company
Ohio
$1.26M +$190K +1,699 +18%
GIA
320
Gladstone Institutional Advisory
Florida
$1.25M +$29K +259 +2%
HIA
321
Harbor Investment Advisory
Maryland
$1.25M +$32.7K +292 +3%
Lido Advisors
322
Lido Advisors
California
$1.25M +$557K +4,974 +81%
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$1.24M +$1.24M +11,028 New
BCA
324
Berman Capital Advisors
Georgia
$1.24M +$1.23K +11 +0.1%
HIS
325
Horizon Investment Services
Indiana
$1.23M +$96.9K +864 +9%
11 12
13
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