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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 %
CICC
401
Capital Investment Counsel (Colorado)
Colorado
$1.12M +$816K +7,153 +266%
FT
402
Fiduciary Trust
Massachusetts
$1.12M – – –
Wealthfront Advisers
403
Wealthfront Advisers
California
$1.1M +$136K +1,194 +14%
WMP
404
Wealth Management Partners
Arizona
$1.09M -$8.45K -74 -0.8%
BBA
405
BLB&B Advisors
Pennsylvania
$1.09M +$74.2K +650 +7%
MMA
406
Miracle Mile Advisors
California
$1.08M -$242K -2,123 -18%
BWM
407
Brickley Wealth Management
California
$1.07M -$3.08K -27 -0.3%
CSPAM
408
Cary Street Partners Asset Management
Virginia
$1.07M -$9.93K -87 -0.9%
CAL
409
Capital Analysts LLC
Pennsylvania
$1.06M +$36.5K +320 +4%
MA
410
MONECO Advisors
Connecticut
$1.05M -$1.03K -9 -0.1%
LI
411
LMCG Investments
Massachusetts
$1.04M – – –
SWA
412
Strata Wealth Advisors
Texas
$1.03M – – –
PPW
413
PACK Private Wealth
Minnesota
$1.03M – – –
HAS
414
Holland Advisory Services
Florida
$1.02M -$118K -1,032 -10%
BIG
415
Builder Investment Group
Georgia
$1.02M +$49.1K +430 +5%
PSB
416
Passumpsic Savings Bank
Vermont
$1.02M +$1.02M +8,921 New
RJT
417
Raymond James Trust
Florida
$1.01M -$2.74K -24 -0.3%
KCM
418
Kanawha Capital Management
Virginia
$1.01M -$817K -7,162 -45%
TC
419
TownSquare Capital
Utah
$1M +$260K +2,282 +35%
PA
420
Parallel Advisors
California
$990K +$43K +377 +5%
WSFS
421
Wilmington Savings Fund Society
Delaware
$980K +$980K +8,582 New
S
422
SignatureFD
Georgia
$977K +$13.4K +117 +1%
NS
423
NBC Securities
Alabama
$974K +$45.7K +401 +5%
DAS
424
Dynamic Advisor Solutions
Arizona
$973K +$319K +2,797 +49%
CIA
425
Concurrent Investment Advisors
Florida
$967K +$63K +552 +7%
15 16
17
18 19