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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 %
SFC
501
Strategic Financial Concepts
Texas
$685K +$685K +6,003 New
VCM
502
Viewpoint Capital Management
Washington
$685K – – –
GC
503
Gratus Capital
Georgia
$682K +$174K +1,525 +34%
PCA
504
Prosperity Capital Advisors
Ohio
$680K +$276K +2,419 +68%
CWM
505
Cahaba Wealth Management
Georgia
$680K -$10K -88 -1%
PFA
506
Pathway Financial Advisors
Vermont
$679K -$5.71K -50 -0.8%
RIS
507
Retirement Income Solutions
Michigan
$674K – – –
BWA
508
BlueSky Wealth Advisors
North Carolina
$668K – – –
GC
509
Guidance Capital
Kentucky
$667K +$667K +6,166 New
AIG
510
American International Group
New York
$662K -$1.27M -11,100 -66%
SFO
511
Standard Family Office
South Dakota
$660K +$660K +5,778 New
LIM
512
Leavell Investment Management
Alabama
$659K -$97K -850 -13%
WI
513
Wintrust Investments
Illinois
$658K -$3.54K -31 -0.5%
HWM
514
HB Wealth Management
Georgia
$653K +$387K +3,388 +145%
WTB
515
Washington Trust Bank
Washington
$651K -$716K -6,275 -52%
FIM
516
Freedom Investment Management
Connecticut
$650K -$160K -1,403 -20%
FWTB
517
First Western Trust Bank
Colorado
$648K – – –
Lazard Asset Management
518
Lazard Asset Management
New York
$646K – – –
TWP
519
Total Wealth Planning
Ohio
$643K -$37.8K -331 -6%
QCM
520
QRG Capital Management
Illinois
$641K -$5.37K -47 -0.8%
RA
521
Ruggaard & Associates
Ohio
$639K – – –
CAM
522
Crestone Asset Management
Colorado
$638K – – –
NAM
523
NTV Asset Management
West Virginia
$634K +$685 +6 +0.1%
HSA
524
HBK Sorce Advisory
Pennsylvania
$630K – – –
PWM
525
Perigon Wealth Management
California
$629K +$79.2K +694 +14%
19 20
21
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