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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 %
AWM
676
Apollon Wealth Management
South Carolina
$333K -$1.06K -9 -0.3%
PP
677
Prosperity Planning
Missouri
$332K -$3.52K -30 -1%
Luther King Capital Management (LKCM)
678
Luther King Capital Management (LKCM)
Texas
$330K -$443K – –
FTWA
679
Fifth Third Wealth Advisors
Ohio
$329K +$53.8K +459 +20%
CWM
680
Cahill Wealth Management
Michigan
$328K – – –
SPWG
681
Syntegra Private Wealth Group
Missouri
$324K -$117 -1 -0%
ARG
682
Advisory Resource Group
Oklahoma
$323K +$1.99K +17 +0.6%
BIM
683
Bridges Investment Management
Nebraska
$323K +$39.4K +336 +14%
OWM
684
Orgel Wealth Management
Wisconsin
$322K – – –
AWA
685
Amplius Wealth Advisors
Pennsylvania
$321K +$24.9K +212 +8%
LIA
686
LifePlan Investment Advisors
North Carolina
$319K – – –
SIM
687
Stratos Investment Management
Ohio
$316K +$117 +1 +0%
RPGK
688
Retirement Planning Group (Kansas)
Kansas
$315K +$93.9K +801 +43%
MFA
689
Mayflower Financial Advisors
Massachusetts
$314K – – –
WA
690
Wealth Alliance
New York
$313K -$132K -1,125 -30%
PA
691
PFG Advisors
Arizona
$311K -$56.3K -480 -15%
FIM
692
Fernwood Investment Management
Massachusetts
$310K – – –
CPSAC
693
Chas P. Smith & Associates (CPS)
Florida
$307K – – –
DWP
694
Daymark Wealth Partners
Ohio
$306K -$40.6K -346 -12%
TFS
695
Thoroughbred Financial Services
Tennessee
$305K -$265K -2,262 -46%
BWM
696
BCGM Wealth Management
Indiana
$305K -$79.2K -675 -21%
LI
697
LRI Investments
Florida
$303K – – –
TSS
698
Two Sigma Securities
New York
$303K +$303K +2,580 New
TA
699
TrueWealth Advisors
Alabama
$299K – – –
FFC
700
First Financial Corp
Indiana
$298K -$13.8K -118 -4%
26 27
28
29 30