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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 %
WMP
401
Wealth Management Partners
Arizona
$1.07M -$18.8K -160 -2%
DWAM
402
Duncan Williams Asset Management
Tennessee
$1.07M +$1.07M +9,119 New
LI
403
LMCG Investments
Massachusetts
$1.07M – – –
EWM
404
EPG Wealth Management
Georgia
$1.06M +$1.06M +9,060 New
SWA
405
Strata Wealth Advisors
Texas
$1.06M – – –
BWM
406
Brickley Wealth Management
California
$1.06M -$36.9K -315 -3%
PPW
407
PACK Private Wealth
Minnesota
$1.06M – – –
RJT
408
Raymond James Trust
Florida
$1.05M +$39.2K +334 +4%
HAS
409
Holland Advisory Services
Florida
$1.05M -$3.99K -34 -0.4%
PA
410
Parallel Advisors
California
$1.02M -$21.6K -184 -2%
AWM
411
Atticus Wealth Management
Florida
$1.01M -$69.3K -591 -6%
KP
412
Keel Point
Alabama
$1.01M -$71.8K -612 -7%
DAS
413
Dynamic Advisor Solutions
Arizona
$1M +$47.5K +405 +5%
NC
414
Napatree Capital
Rhode Island
$996K -$424K -3,616 -30%
WCA
415
Waypoint Capital Advisors
Minnesota
$993K – – –
S
416
SignatureFD
Georgia
$990K – – –
NS
417
NBC Securities
Alabama
$958K +$15.9K +136 +2%
MA
418
MONECO Advisors
Connecticut
$952K +$324K +2,760 +52%
CFO
419
Callan Family Office
Pennsylvania
$952K +$180K +1,531 +23%
Millennium Management
420
Millennium Management
New York
$951K +$951K +8,107 New
GA
421
GFS Advisors
Texas
$938K +$822K +7,008 +706%
AFC
422
AFT Forsyth & Company
Florida
$937K +$235 +2 +0%
CWM
423
Calamos Wealth Management
Illinois
$932K – – –
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$924K -$11.7K -100 -1%
SWM
425
Spire Wealth Management
Virginia
$922K +$7.86K +67 +0.9%
15 16
17
18 19