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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,031 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 352 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
14.95%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
96
Increased
317
Reduced
352
Closed
57
Calls
$10.6M
Puts
$788K
Net Calls
+$9.86M
Net Calls Change
-$1.04M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$56.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$29.2M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$24.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Bank of America
Bank of America
North Carolina
-$82.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$60.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.9M
5
CAM
Congress Asset Management
Massachusetts
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
351
Ancora Advisors
Ohio
$1.45M -$34.2K -300 -2%
GJIA
352
Glass Jacobson Investment Advisors
Maryland
$1.45M +$90.1K +789 +7%
FFL
353
Financial Freedom LLC
Ohio
$1.44M +$1.03K +9 +0.1%
EP
354
Eudaimonia Partners
Tennessee
$1.42M +$193K +1,690 +16%
RB
355
Renasant Bank
Mississippi
$1.42M -$2.85K -25 -0.2%
PCM
356
Pointe Capital Management
Michigan
$1.41M +$378K +3,314 +37%
CFGS
357
Concourse Financial Group Securities
Alabama
$1.41M -$54.1K -474 -4%
BA
358
Ballew Advisors
Mississippi
$1.41M +$64.9K +583 +5%
AL
359
Aspiriant LLC
California
$1.41M – – –
VVP
360
Venture Visionary Partners
Ohio
$1.4M -$8.68K -76 -0.6%
PCIA
361
Prime Capital Investment Advisors
Kansas
$1.4M +$16K +140 +1%
ODIJL
362
One Day In July LLC
Vermont
$1.39M +$3.08K +27 +0.2%
AllianceBernstein
363
AllianceBernstein
Tennessee
$1.37M +$50.8K +445 +4%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$1.37M -$1.91M -16,694 -58%
LSA
365
Lion Street Advisors
Texas
$1.35M – – –
NC
366
Napatree Capital
Rhode Island
$1.34M -$8.38K -78 -0.6%
TMWM
367
Taylor & Morgan Wealth Management
Michigan
$1.33M -$64.5K -565 -5%
AG
368
AlTi Global
New York
$1.32M +$16.3K +143 +1%
GIA
369
Gladstone Institutional Advisory
Florida
$1.32M -$2.17K -19 -0.2%
SWA
370
Sax Wealth Advisors
New Jersey
$1.31M +$913 +8 +0.1%
RMCM
371
Reynders McVeigh Capital Management
Massachusetts
$1.3M -$44.3K -388 -3%
EG
372
Ellerson Group
Maryland
$1.29M +$171K +1,500 +15%
MAM
373
Meeder Asset Management
Ohio
$1.29M +$1.29M +11,267 New
DADC
374
D.A. Davidson & Co
Montana
$1.28M -$265K -2,326 -17%
AWA
375
Arkadios Wealth Advisors
Georgia
$1.26M +$82.2K +720 +7%
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