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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
$43.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Bank of America
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CAM
Congress Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
976
Mascoma Wealth Management
New Hampshire
$19.2K -$9.13K -80 -32%
AIMA
977
Ables Iannone Moore & Associates
Georgia
$19.2K – – –
IFAM
978
Institutional & Family Asset Management
Colorado
$19.1K – – –
Simplex Trading
979
Simplex Trading
Illinois
$19K +$19K +171 New
ATC
980
Adirondack Trust Company
New York
$18.9K – – –
LWA
981
Lowe Wealth Advisors
Maryland
$17.1K – – –
RTC
982
Riverview Trust Company
Washington
$17.1K +$17.1K +150 New
CP
983
Castleview Partners
Texas
$16.6K +$16.6K +145 New
DJSG
984
D.J. St. Germain
Massachusetts
$15.9K +$15.9K +139 New
JFG
985
JDM Financial Group
Texas
$15.3K – – –
MSFP
986
Mark Sheptoff Financial Planning
Connecticut
$15.2K +$12K +105 +375%
PP
987
PrairieView Partners
Minnesota
$15K – – –
RDIA
988
RE Dickinson Investment Advisors
Iowa
$15K – – –
MLA
989
MB, Levis & Associates
Pennsylvania
$12.8K – – –
CPA
990
Clear Point Advisors
New York
$11.9K – – –
CSC
991
Caldwell Sutter Capital
California
$11.6K – – –
WAG
992
Windsor Advisory Group
Ohio
$11.6K -$15.1K -132 -57%
FDCDDQ
993
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K – – –
MTIC
994
Missouri Trust & Investment Company
Missouri
$11.4K – – –
IRC
995
Investors Research Corp
Georgia
$11.2K – – –
WB
996
Webster Bank
Connecticut
$11.2K – – –
NFSG
997
Newbridge Financial Services Group
Florida
$10.9K – – –
FMB
998
Field & Main Bank
Kentucky
$10.3K – – –
VWWMG
999
Vermillion & White Wealth Management Group
Pennsylvania
$9.93K -$8.79K -77 -47%
Russell Investments Group
1000
Russell Investments Group
United Kingdom
$9.93K -$2.63K -23 -21%
38 39
40
41 42