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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
14.94%
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 %
EWA
376
ERTS Wealth Advisors
Michigan
$1.26M -$107K -941 -8%
PTC
377
Private Trust Company
Ohio
$1.26M +$49.5K +434 +4%
CWM
378
Cranbrook Wealth Management
Michigan
$1.25M – – –
SSWM
379
Smith Salley Wealth Management
North Carolina
$1.25M +$82.7K +725 +7%
FWP
380
FAS Wealth Partners
Kansas
$1.24M +$10.3K +90 +0.8%
CPIG
381
Chicago Partners Investment Group
Illinois
$1.24M +$5.21K +48 +0.4%
WH
382
Willner & Heller
California
$1.23M +$33.8K +296 +3%
AWM
383
Atticus Wealth Management
Florida
$1.23M -$24.8K -217 -2%
CB
384
Cadence Bank
Mississippi
$1.22M -$8.1K -71 -0.7%
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.22M +$30.8K +270 +3%
PCH
386
PGIM Custom Harvest
New Jersey
$1.22M -$13K -114 -1%
OWA
387
Octavia Wealth Advisors
Ohio
$1.21M -$14.3M -124,980 -92%
WT
388
Whittier Trust
California
$1.21M – – –
ASN
389
Advisory Services Network
Georgia
$1.2M +$75.2K +659 +7%
OGF
390
Orin Green Financial
California
$1.19M -$1.09M -10,452 Closed
EWM
391
EPG Wealth Management
Georgia
$1.19M +$1.83K +16 +0.2%
MFG
392
MidWestOne Financial Group
Iowa
$1.18M – – –
MWM
393
Mission Wealth Management
California
$1.16M +$59.2K +519 +5%
EWA
394
EverSource Wealth Advisors
Alabama
$1.16M +$1.03M +9,551 +792%
AI
395
Atria Investments
North Carolina
$1.16M -$104K -915 -8%
BFS
396
Bradley Foster & Sargent
Connecticut
$1.15M – – –
KFI
397
Key Financial Inc
Pennsylvania
$1.14M – – –
BIA
398
BHK Investment Advisors
Alabama
$1.14M +$230K +2,017 +25%
EIA
399
Eldridge Investment Advisors
New Hampshire
$1.14M – – –
SWP
400
Summit Wealth Partners
Florida
$1.13M +$417K +3,657 +59%
14 15
16
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