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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 %
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$298K – – –
CFP
702
Cascade Financial Partners
California
$297K +$25.1K +208 +9%
EI
703
Ellevest Inc
New York
$297K +$297K +2,532 New
PP
704
PDS Planning
Ohio
$294K +$352 +3 +0.1%
ST
705
Smithfield Trust
Pennsylvania
$293K – – –
HBW
706
Hazlett, Burt & Watson
West Virginia
$292K +$10.8K +92 +4%
RCM
707
Radnor Capital Management
Pennsylvania
$291K +$291K +2,479 New
GWP
708
Gen-Wealth Partners
Michigan
$290K +$7.88K +65 +3%
Westfield Capital Management
709
Westfield Capital Management
Massachusetts
$289K +$5.4K +46 +2%
CFS
710
CRA Financial Services
New Jersey
$287K -$19K -162 -6%
VCP
711
Vista Capital Partners
Oregon
$285K – – –
SHF
712
Stage Harbor Financial
Massachusetts
$284K – – –
PTB
713
Pioneer Trust Bank
Oregon
$281K – – –
MYIA
714
Mount Yale Investment Advisors
Colorado
$281K – – –
LWM
715
LongView Wealth Management
Georgia
$280K +$16.7K +142 +6%
JIC
716
Joel Isaacson & Co
New York
$280K +$280K +2,388 New
PWA
717
Prairie Wealth Advisors
Nebraska
$279K -$1.06K -9 -0.4%
PI
718
PFG Investments
New York
$279K -$6.8K -58 -2%
CFA
719
Cahill Financial Advisors
Minnesota
$279K +$235 +2 +0.1%
PWP
720
Perfromance Wealth Partners
Illinois
$278K +$18.2K +155 +7%
BB
721
Busey Bank
Illinois
$278K – – –
IBOK
722
Independence Bank of Kentucky
Kentucky
$278K +$61.6K +525 +28%
SWM
723
SeaCrest Wealth Management
New York
$276K -$12.9K -110 -4%
MG
724
Mather Group
Illinois
$276K -$1.41K -12 -0.5%
EWM
725
Executive Wealth Management
Michigan
$275K +$275K +2,341 New
27 28
29
30 31