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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.

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
1
BNP Paribas Financial Markets
France
$56.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$43.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CAM
5
Congress Asset Management
Massachusetts
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$19.7M 172,944 +19,586 +13%
SPIA
77
Steward Partners Investment Advisory
New York
$19.4M 169,858 -17,520 -9%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$18.4M 161,211 +10,759 +7%
GG
79
GenWealth Group
New Jersey
$18.1M 158,219 +10,536 +7%
BCIM
80
Bishop & Co Investment Management
Pennsylvania
$17.4M 152,488 -82,910 -35%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$17.3M 151,870 -48,671 -24%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$17.2M 150,141 -32,237 -18%
SF
83
Synovus Financial
Georgia
$16.8M 147,522 +146 +0.1%
CA
84
Cetera Advisors
Colorado
$16.7M 146,561 +13,149 +10%
MML Investors Services
85
MML Investors Services
Massachusetts
$16.6M 144,999 -8,323 -5%
SMF
86
Sterling Manor Financial
New York
$16.3M 142,699 -20,805 -13%
LFWA
87
LBJ Family Wealth Advisors
Texas
$16.1M 140,762 +5,187 +4%
FWM
88
FSA Wealth Management
Massachusetts
$15.8M 138,126 +1,534 +1%
Corient Private Wealth
89
Corient Private Wealth
Florida
$15.7M 137,738 +40,923 +42%
AFP
90
Ausdal Financial Partners
Iowa
$15.6M 136,254 -6,528 -5%
KAS
91
Kestra Advisory Services
Texas
$15.5M 135,908 -1,204 -0.9%
BF
92
BOK Financial
Oklahoma
$15.5M 136,439 +6,080 +5%
PAG
93
Private Advisor Group
New Jersey
$15.3M 134,030 +2,318 +2%
CAM
94
Congress Asset Management
Massachusetts
$15.1M 131,996 -456,879 -78%
KPWS
95
Kestra Private Wealth Services
Texas
$14.6M 128,267 +2,664 +2%
BRWA
96
B. Riley Wealth Advisors
Florida
$14.6M 159,248 +50,178 +46%
JFG
97
JMG Financial Group
Illinois
$14.5M 127,010 -2,335 -2%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$14.4M 126,189 -5,276 -4%
Stifel Financial
99
Stifel Financial
Missouri
$14.1M 123,508 -9,376 -7%
UB
100
UMB Bank
Missouri
$14M 122,725 +16,966 +16%
2 3
4
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