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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 %
PCA
376
Prosperity Capital Advisors
Ohio
$1.26M +$159K +1,357 +14%
RMCM
377
Reynders McVeigh Capital Management
Massachusetts
$1.25M – – –
CNBT
378
Canandaigua National Bank & Trust
New York
$1.25M +$1.25M +10,629 New
CWM
379
Cranbrook Wealth Management
Michigan
$1.25M -$36.7K -313 -3%
WT
380
Whittier Trust
California
$1.24M – – –
SWP
381
Summit Wealth Partners
Florida
$1.24M -$16.8K -143 -1%
ODIJL
382
One Day In July LLC
Vermont
$1.24M – – –
TC
383
TownSquare Capital
Utah
$1.24M -$89.7K -765 -7%
PGAM
384
Princeton Global Asset Management
New Jersey
$1.23M +$1.05M +8,966 +578%
MFG
385
MidWestOne Financial Group
Iowa
$1.21M – – –
ClearBridge Investments
386
ClearBridge Investments
New York
$1.2M -$1.39M -11,851 -54%
EIA
387
Eldridge Investment Advisors
New Hampshire
$1.18M – – –
KFI
388
Key Financial Inc
Pennsylvania
$1.17M – – –
SSWM
389
Smith Salley Wealth Management
North Carolina
$1.17M -$2.23K -19 -0.2%
MWM
390
Mission Wealth Management
California
$1.17M +$8.91K +76 +0.8%
AAS
391
Ameritas Advisory Services
Nebraska
$1.16M -$1.51M -12,844 -56%
FT
392
Fiduciary Trust
Massachusetts
$1.15M – – –
YIH
393
Y-Intercept (HK)
Hong Kong
$1.14M +$637K +5,428 +125%
BIA
394
BHK Investment Advisors
Alabama
$1.14M -$23.3K -199 -2%
PWS
395
Proactive Wealth Strategies
Georgia
$1.13M +$1.13M +9,672 New
OGF
396
Orin Green Financial
California
$1.12M -$40.8K -348 -4%
EFS
397
Econ Financial Services
Pennsylvania
$1.11M +$1.11M +9,480 New
WSFS
398
Wilmington Savings Fund Society
Delaware
$1.1M +$92.8K +791 +9%
CIA
399
Concurrent Investment Advisors
Florida
$1.09M -$5.16K -44 -0.5%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$70.7K +603 +7%
14 15
16
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