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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.6%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$836M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$61.2M
3
Ameriprise
Ameriprise
Minnesota
$306M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.3M
5
CAM
Congress Asset Management
Massachusetts
$43.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$413M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.63M
3
SFC
Strategic Financial Concepts
Texas
$690K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
Goldman Sachs
Goldman Sachs
New York
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1026
Etesian Wealth Advisors
Oregon
– -$905K -8,200 Closed
Qube Research & Technologies (QRT)
1027
Qube Research & Technologies (QRT)
United Kingdom
– -$616K -5,578 Closed
CCAL
1028
City Center Advisors LLC
Michigan
– -$587K -5,145 Closed
LMKC
1029
L.M. Kohn & Company
Ohio
– -$449K -4,065 Closed
RL
1030
Retireful LLC
Michigan
– -$438K -3,970 Closed
Renaissance Technologies
1031
Renaissance Technologies
New York
– -$430K -3,900 Closed
KF
1032
KKM Financial
Illinois
– -$364K -3,481 Closed
AWA
1033
Arete Wealth Advisors
Illinois
– -$366K -3,314 Closed
OAM
1034
Oppenheimer Asset Management
New York
– -$337K -3,052 Closed
SW
1035
SlateStone Wealth
Florida
– -$315K -2,856 Closed
CG
1036
Caprock Group
Idaho
– -$301K -2,725 Closed
RFWA
1037
RPg Family Wealth Advisory
Massachusetts
– -$298K -2,699 Closed
NEWAS
1038
N.E.W. Advisory Services
Wisconsin
– -$292K -2,648 Closed
GAA
1039
Guardian Asset Advisors
Pennsylvania
– -$264K -2,389 Closed
NCFG
1040
New Century Financial Group
New Jersey
– -$257K -2,329 Closed
EA
1041
Everpar Advisors
Oklahoma
– -$242K -2,197 Closed
LA
1042
Latitude Advisors
Florida
– -$236K -2,136 Closed
GSC
1043
Ground Swell Capital
South Carolina
– -$225K -2,035 Closed
OAS
1044
Optivise Advisory Services
Tennessee
– -$219K -1,986 Closed
HNWA
1045
Henrickson Nauta Wealth Advisors
Michigan
– -$210K -1,902 Closed
AWM
1046
Aprio Wealth Management
Georgia
– -$208K -1,886 Closed
CCG
1047
Cypress Capital Group
Florida
– -$205K -1,858 Closed
PL
1048
Parthenon LLC
Kentucky
– -$201K -1,818 Closed
PWMG
1049
Private Wealth Management Group
New Jersey
– -$123K -1,117 Closed
1832 Asset Management
1050
1832 Asset Management
Ontario, Canada
– -$82.7K -749 Closed
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