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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
14.59%
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
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
351
Passumpsic Savings Bank
Vermont
$1.42M +$99K +844 +8%
LSA
352
Lion Street Advisors
Texas
$1.41M -$2.35K -20 -0.2%
PCH
353
PGIM Custom Harvest
New Jersey
$1.41M +$131K +1,120 +10%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$1.38M -$10.8K -92 -0.8%
VVP
355
Venture Visionary Partners
Ohio
$1.38M -$17.2K -147 -1%
GIA
356
Gladstone Institutional Advisory
Florida
$1.35M -$9.38K -80 -0.7%
TMWM
357
Taylor & Morgan Wealth Management
Michigan
$1.34M -$8.8K -75 -0.7%
PTC
358
Private Trust Company
Ohio
$1.34M +$31.1K +265 +2%
MMA
359
Miracle Mile Advisors
California
$1.34M +$230K +1,959 +21%
CPIG
360
Chicago Partners Investment Group
Illinois
$1.33M -$54.1K -452 -4%
CT
361
Clearstead Trust
Maine
$1.33M -$105K -892 -7%
IWC
362
Integrated Wealth Concepts
Massachusetts
$1.32M +$28.6K +244 +2%
CAL
363
Capital Analysts LLC
Pennsylvania
$1.32M +$65.3K +557 +5%
CFGS
364
Concourse Financial Group Securities
Alabama
$1.31M +$4.69K +40 +0.4%
WH
365
Willner & Heller
California
$1.31M +$29K +247 +2%
AG
366
AlTi Global
New York
$1.3M -$26.5K -226 -2%
LGG
367
Luts & Greenleigh Group
Maryland
$1.3M +$12K +102 +0.9%
EG
368
Ellerson Group
Maryland
$1.3M – – –
EWA
369
ERTS Wealth Advisors
Michigan
$1.3M -$3.17K -27 -0.2%
Kovitz Investment Group Partners
370
Kovitz Investment Group Partners
Illinois
$1.29M -$26.3K -1,765 -2%
SCA
371
Stillwater Capital Advisors
Pennsylvania
$1.28M +$3.52K +30 +0.3%
FWP
372
FAS Wealth Partners
Kansas
$1.28M +$11.3K +96 +0.9%
BFS
373
Bradley Foster & Sargent
Connecticut
$1.27M -$12.7K -108 -1%
JJBC
374
James J. Burns & Company
New York
$1.27M -$36.8K -314 -3%
SWA
375
Sax Wealth Advisors
New Jersey
$1.27M -$55.7K -475 -4%
13 14
15
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