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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 %
IF
601
IRON Financial
Illinois
$441K -$16K -136 -3%
MC
602
Middleton & Co
Massachusetts
$439K – – –
SCA
603
Sage Capital Advisors
South Dakota
$437K – – –
BWA
604
BlueChip Wealth Advisors
Georgia
$437K +$21.1K +180 +5%
TPWA
605
Twin Peaks Wealth Advisors
California
$434K +$58.9K +502 +16%
BWA
606
Burt Wealth Advisors
Maryland
$431K -$23.5K -200 -5%
FMTCOCP
607
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$430K +$105K +899 +32%
SCA
608
St. Clair Advisors
Ohio
$429K – – –
UWPG
609
Ullmann Wealth Partners Group
Florida
$426K – – –
LWM
610
LJI Wealth Management
Indiana
$422K -$9.97K -85 -2%
TYCC
611
Texas Yale Capital Corp
Florida
$421K +$58.4K +498 +16%
STA
612
Summit Trail Advisors
New York
$420K +$420K +3,584 New
MAWA
613
Moss Adams Wealth Advisors
Washington
$419K +$117 +1 +0%
SC
614
Steph & Co
Wisconsin
$419K -$1.99K -17 -0.5%
CCMG
615
Clark Capital Management Group
Pennsylvania
$419K – – –
SMA
616
Sage Mountain Advisors
Georgia
$418K -$2.82K -24 -0.7%
NAS
617
Nicolet Advisory Services
Wisconsin
$418K -$34.4K -294 -8%
SCTC
618
Sanibel Captiva Trust Company
Florida
$418K – – –
MMPW
619
Mitchell McLeod Pugh & Williams
Alabama
$415K -$50.3K -429 -11%
EWS
620
Evergreen Wealth Solutions
Pennsylvania
$414K -$5.87K -50 -1%
SMC
621
Smith, Moore & Co
Missouri
$413K – – –
Fiera Capital (Canada)
622
Fiera Capital (Canada)
Quebec, Canada
$413K +$57.1K +487 +16%
MWA
623
Midland Wealth Advisors
Illinois
$412K -$147K -1,257 -26%
PFG
624
Peterson Financial Group
Iowa
$411K -$70.4K -600 -15%
EWM
625
Evercore Wealth Management
New York
$410K – – –
23 24
25
26 27