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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
14.6%
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 %
FSA
776
Financial Sense Advisors
California
$237K -$18.3K -156 -7%
SVWG
777
Shared Vision Wealth Group
United States
$236K – – –
MHWM
778
Montz Harcus Wealth Management
Louisiana
$235K +$235 +2 +0.1%
GCIM
779
Gunn & Company Investment Management
Florida
$235K -$72.5K -618 -24%
EFA
780
Edge Financial Advisors
Illinois
$232K +$232K +1,981 New
MFG
781
Merit Financial Group
Georgia
$232K -$74K -631 -24%
WMA
782
West Michigan Advisors
Michigan
$229K -$117 -1 -0.1%
KWS
783
Keystone Wealth Services
California
$228K -$2.58K -22 -1%
VBWMG
784
Von Berge Wealth Management Group
California
$228K +$228K +1,800 New
SC
785
Scotia Capital
Ontario, Canada
$228K – – –
SIAG
786
Safeguard Investment Advisory Group
California
$227K +$117 +1 +0.1%
PL
787
Plancorp LLC
Missouri
$225K +$8.92K +76 +4%
NRI
788
NFP Retirement Inc
California
$225K +$225K +1,922 New
Fayez Sarofim & Co
789
Fayez Sarofim & Co
Texas
$222K – – –
HFA
790
High Falls Advisors
New York
$219K -$39.1K -333 -15%
KA
791
Kovack Advisors
Florida
$219K -$22.6K -193 -9%
BBW
792
Blue Barn Wealth
Utah
$218K +$218K +1,860 New
CWM
793
CCG Wealth Management
California
$218K -$24.7K -211 -10%
HCM
794
Hollencrest Capital Management
California
$218K +$5.28K +45 +2%
WCM
795
Windsor Capital Management
Arizona
$218K – – –
AFP
796
Ausdal Financial Partners
Iowa
$217K -$15.5M -132,399 -99%
PVAMC
797
PPS&V Asset Management Consultants
Michigan
$217K – – –
RBFC
798
Roman Butler Fullerton & Co
Missouri
$217K -$12.3K -102 -5%
LSAG
799
Lake Street Advisors Group
New Hampshire
$216K – – –
SRWM
800
Shira Ridge Wealth Management
California
$215K – – –
30 31
32
33 34