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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 %
SIA
751
Schechter Investment Advisors
Michigan
$256K – – –
AWMG
752
Alliance Wealth Management Group
New Jersey
$253K +$253K +2,156 New
CW
753
CIC Wealth
Maryland
$251K – – –
EBSAM
754
Eubel Brady & Suttman Asset Management
Ohio
$249K – – –
BFW
755
Brady Family Wealth
Missouri
$248K – – –
AIA
756
Arbor Investment Advisors
North Carolina
$247K – – –
CA
757
CGN Advisors
Kansas
$246K -$16.3K -139 -6%
BFM
758
Broadview Financial Management
Wisconsin
$246K +$246K +2,094 New
1CP
759
17 Capital Partners
Arizona
$245K – – –
KIG
760
Kowal Investment Group
Wisconsin
$245K +$245K +2,088 New
CAM
761
Cozad Asset Management
Illinois
$245K – – –
BMCM
762
Bryn Mawr Capital Management
Pennsylvania
$244K – – –
RIM
763
Rockbridge Investment Management
New York
$243K -$24.6K -210 -9%
GC
764
Garde Capital
Washington
$243K – – –
IA
765
Insight Advisors
Pennsylvania
$243K +$117 +1 +0%
KAS
766
KPP Advisory Services
Kentucky
$242K – – –
PWMAG
767
Pinnacle Wealth Management Advisory Group
New Jersey
$241K – – –
FWMM
768
Foundation Wealth Management (Missouri)
Missouri
$241K – – –
FHA
769
Flagship Harbor Advisors
Massachusetts
$241K +$241K +2,052 New
AIM
770
Arcadia Investment Management
Michigan
$240K -$46.9K -400 -16%
VWA
771
Visionary Wealth Advisors
Illinois
$240K -$821 -7 -0.3%
CIBC World Market
772
CIBC World Market
Ontario, Canada
$240K -$106K -900 -31%
BFA
773
Beacon Financial Advisory
Ohio
$240K +$235 +2 +0.1%
PGA
774
Portland Global Advisors
Maine
$238K – – –
WPC
775
Wedmont Private Capital
Pennsylvania
$237K +$117 +1 +0%
29 30
31
32 33