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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
SRA
3
Summit Rock Advisors
New York
$52.4M
4
Barclays
4
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
2
Wells Fargo
California
$587M
3
AFIMH
3
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14.8M -$227K -2,354 -2%
SPIA
77
Steward Partners Investment Advisory
New York
$14.5M +$1.1M +11,357 +8%
PAG
78
Private Advisor Group
New Jersey
$14.3M -$1.94M -19,981 -12%
LFWA
79
LBJ Family Wealth Advisors
Texas
$13.9M -$820K -8,488 -6%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$13.6M -$2.19M -22,620 -14%
Prudential Financial
81
Prudential Financial
New Jersey
$13.4M +$1.32M +13,659 +11%
FWM
82
FSA Wealth Management
Massachusetts
$13.3M +$137K +1,418 +1%
Stifel Financial
83
Stifel Financial
Missouri
$13M +$271K +2,804 +2%
JFG
84
JMG Financial Group
Illinois
$12.9M +$295K +3,048 +2%
EC
85
Estate Counselors
Wisconsin
$12.7M -$8.35M -86,405 -40%
OWA
86
Octavia Wealth Advisors
Ohio
$12.6M +$645K +6,680 +5%
BA
87
Bellwether Advisors
Nebraska
$12.5M +$12.5M +129,864 New
BF
88
BOK Financial
Oklahoma
$12.5M -$176K -1,817 -1%
AWM
89
Avior Wealth Management
Nebraska
$12.4M -$1.1M -11,354 -8%
NA
90
NewEdge Advisors
Louisiana
$12.4M -$517K -5,349 -4%
Northern Trust
91
Northern Trust
Illinois
$12.1M +$1.13M +11,671 +10%
BRWA
92
B. Riley Wealth Advisors
Florida
$11.9M -$1.25M -12,969 -10%
CA
93
Cetera Advisors
Colorado
$11.5M +$848K +8,773 +8%
KPWS
94
Kestra Private Wealth Services
Texas
$10.9M +$578K +5,982 +6%
GIA
95
Gladstone Institutional Advisory
Florida
$10.8M +$7.55M +78,142 +232%
CAN
96
Cetera Advisor Networks
California
$10.7M +$1.01M +10,452 +10%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$10.6M +$3.14M +32,525 +42%
HIP
98
HUB Investment Partners
Texas
$10.5M -$53.1K -549 -0.5%
UB
99
UMB Bank
Missouri
$10.4M -$110K -1,134 -1%
MCM
100
MAI Capital Management
Ohio
$10.3M -$830K -8,587 -7%
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4
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