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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 %
CT
476
Colonial Trust
South Carolina
$752K -$43.5K -371 -5%
AUB
477
Atlantic Union Bankshares
Virginia
$750K -$693K -5,908 -48%
PWW
478
Pettyjohn Wood & White
Virginia
$749K +$178K +1,514 +31%
NFC
479
Northeast Financial Consultants
Connecticut
$743K -$5.87K -50 -0.8%
Susquehanna International Group
480
Susquehanna International Group
Pennsylvania
$742K -$2.73M -23,290 -79%
GFS
481
GYL Financial Synergies
Connecticut
$740K -$8.21K -70 -1%
GWSA
482
Global Wealth Strategies & Associates
Colorado
$739K – – –
FB
483
Fulton Bank
Pennsylvania
$735K +$202K +1,725 +38%
AP
484
Appleton Partners
Massachusetts
$730K +$41K +350 +6%
GC
485
Guidance Capital
Kentucky
$727K -$5.61K -46 -0.8%
CPSC
486
Carl P. Sherr & Co
Massachusetts
$726K -$81.2K -692 -10%
NB
487
NBT Bank
New York
$721K – – –
FA
488
Financial Alternatives
California
$720K -$33K -281 -4%
RCM
489
Richardson Capital Management
Wisconsin
$718K – – –
VCM
490
Viewpoint Capital Management
Washington
$703K – – –
PPP
491
Private Portfolio Partners
New Jersey
$703K +$703K +5,995 New
PFA
492
Pathway Financial Advisors
Vermont
$698K – – –
PS
493
Principal Securities
Iowa
$698K +$87.8K +749 +14%
LIM
494
Leavell Investment Management
Alabama
$697K +$17.1K +146 +3%
SFC
495
Strategic Financial Concepts
Texas
$690K -$74.2M -632,360 -99%
GWMIA
496
Global Wealth Management Investment Advisory
Florida
$689K -$106K -907 -13%
MFG
497
Magnus Financial Group
New York
$689K +$469 +4 +0.1%
BWA
498
BlueSky Wealth Advisors
North Carolina
$686K – – –
OC
499
Oarsman Capital
Wisconsin
$682K +$165K +1,410 +32%
ABC
500
Associated Banc-Corp
Wisconsin
$679K +$57.7K +492 +9%
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