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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 %
TCM
626
Towercrest Capital Management
Pennsylvania
$409K +$65.9K +562 +19%
FL
627
FreeGulliver LLC
Louisiana
$404K +$3.05K +26 +0.8%
AFWM
628
AMJ Financial Wealth Management
Virginia
$404K -$7.27K -62 -2%
JPLA
629
Joseph P. Lucia & Associates
New York
$402K +$37.9K +323 +10%
MAV
630
Mason & Associates (Virginia)
Virginia
$400K -$469 -4 -0.1%
PIFP
631
Partners in Financial Planning
Virginia
$399K – – –
CG
632
Cynosure Group
Utah
$399K – – –
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$397K -$503K -4,289 -56%
WLIM
634
White Lighthouse Investment Management
Massachusetts
$395K -$23.5K -200 -6%
MA
635
MAS Advisors
Florida
$394K – – –
CA
636
Continuum Advisory
Idaho
$392K – – –
FFN
637
Focus Financial Network
Minnesota
$391K -$172K -1,470 -31%
HA
638
HFG Advisors
Ohio
$385K – – –
OA
639
Oxbow Advisors
Texas
$385K +$117 +1 +0%
QCG
640
Quadrant Capital Group
Ohio
$384K – – –
SW
641
SkyOak Wealth
Michigan
$383K – – –
MIS
642
Morningstar Investment Services
Illinois
$382K +$4.34K +37 +1%
WIM
643
Wittenberg Investment Management
Massachusetts
$381K – – –
TNA
644
True North Advisors
Texas
$380K – – –
ONST
645
Old North State Trust
North Carolina
$380K – – –
ECA
646
Elevated Capital Advisors
Utah
$380K -$704 -6 -0.2%
CFG
647
Citizens Financial Group
Rhode Island
$376K +$27.4K +234 +8%
PAG
648
Paladin Advisory Group
Iowa
$375K – – –
CTWM
649
Cherry Tree Wealth Management
Minnesota
$374K – – –
AIA
650
Armor Investment Advisors
North Carolina
$374K -$18.9K -161 -5%
24 25
26
27 28