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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 %
TVWM
1026
Tower View Wealth Management
Wisconsin
$2.06K – – –
LF
1027
LifeSteps Financial
California
$1.83K +$1.83K +16 New
OA
1028
Operose Advisors
Wisconsin
$1.6K +$1.6K +14 New
MSG
1029
Main Street Group
Virginia
$1.36K – – –
WCM
1030
Westend Capital Management
California
$1.26K +$1.26K +11 New
YAL
1031
Your Advocates Ltd
Texas
$1.03K – – –
TFA
1032
Transamerica Financial Advisors
Florida
$1K -$10.8M -43,341 -100%
MFC
1033
Morris Financial Concepts
South Carolina
$913 – – –
MAWCM
1034
Mine & Arao Wealth Creation & Management
California
$457 +$457 +4 New
Wellington Management Group
1035
Wellington Management Group
Massachusetts
– -$55.9M -535,164 Closed
PCP
1036
Proficio Capital Partners
Massachusetts
– -$24M -229,558 Closed
FMP
1037
Financial Management Professionals
Texas
– -$7.27M -69,609 Closed
OAM
1038
Oppenheimer Asset Management
New York
– -$6.22M -59,549 Closed
GBWM
1039
Granite Bay Wealth Management
New Hampshire
– -$5.38M -56,700 Closed
Susquehanna International Group
1040
Susquehanna International Group
Pennsylvania
– -$4.81M -46,045 Closed
FAM
1041
Fred Alger Management
New York
– -$3.24M -30,969 Closed
NI
1042
Noked Israel
Israel
– -$3.13M -30,000 Closed
AGM
1043
Alpine Global Management
New York
– -$2.87M -27,498 Closed
DWM
1044
Darwin Wealth Management
Florida
– -$2.53M -24,242 Closed
DGI
1045
Disciplined Growth Investors
Minnesota
– -$2.15M -20,563 Closed
FTUS
1046
Flow Traders U.S.
New York
– -$2.09M -20,012 Closed
TWP
1047
Tempus Wealth Planning
California
– -$1.97M -18,894 Closed
PA
1048
Prism Advisors
California
– -$1.77M -16,974 Closed
BOSSRA
1049
B.O.S.S. Retirement Advisors
Utah
– -$1.47M -14,051 Closed
QAM
1050
Q3 Asset Management
Michigan
– -$1.19M -11,360 Closed
40 41
42
43 44