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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,031 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 352 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
14.95%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
96
Increased
317
Reduced
352
Closed
57
Calls
$10.6M
Puts
$788K
Net Calls
+$9.86M
Net Calls Change
-$1.04M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$56.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$29.2M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$24.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Bank of America
Bank of America
North Carolina
-$82.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$60.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.9M
5
CAM
Congress Asset Management
Massachusetts
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
876
Bogart Wealth LLC
Virginia
$130K -$2.28K -20 -2%
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K +$6.72K +63 +6%
CBT
878
CoreFirst Bank & Trust
Kansas
$125K – – –
BFO
879
Biltmore Family Office
North Carolina
$125K +$11K +96 +10%
USB
880
Union Savings Bank
Connecticut
$125K – – –
RG
881
Retirement Group
California
$121K – – –
BFS
882
Bare Financial Services
Pennsylvania
$119K +$119K +1,103 New
TC
883
Trust Company
Kansas
$116K – – –
PIS
884
POM Investment Strategies
North Carolina
$116K -$12.7M -111,242 -99%
ACA
885
Aptus Capital Advisors
Alabama
$114K +$21K +184 +22%
FGAM
886
Financial Gravity Asset Management
Texas
$114K +$64.5K +587 +130%
EWM
887
Evermay Wealth Management
Virginia
$114K – – –
NCTC
888
New Covenant Trust Company
Indiana
$114K +$114K +1,000 New
WT
889
Washington Trust
Rhode Island
$109K +$82.2K +720 +310%
WIC
890
Woodmont Investment Counsel
Tennessee
$108K +$108K +949 New
MCM
891
MidAtlantic Capital Management
Virginia
$104K – – –
RAM
892
Ramirez Asset Management
New York
$103K – – –
MPCG
893
Matrix Private Capital Group
New York
$103K – – –
GWSG
894
GPS Wealth Strategies Group
Colorado
$102K +$60.2K +527 +145%
SS
895
Sunbelt Securities
Texas
$99.5K – – –
National Bank of Canada
896
National Bank of Canada
Quebec, Canada
$97.4K +$5.85K +53 +6%
PA
897
PSI Advisors
Florida
$95.6K – – –
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$95.3K +$114 +1 +0.1%
W
899
WealthCollab
Washington
$94.1K – – –
SIS
900
Sound Income Strategies
Florida
$93.2K +$17.5K +153 +23%
34 35
36
37 38