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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 %
DDC
1051
DF Dent & Co
Maryland
– -$681K -6,515 Closed
PCS
1052
Private Client Services
Kentucky
– -$555K -5,317 Closed
EIM
1053
Essex Investment Management
Massachusetts
– -$553K -5,296 Closed
LTAS
1054
Linden Thomas Advisory Services
North Carolina
– -$497K -4,757 Closed
AT
1055
American Trust
Kentucky
– -$482K -4,610 Closed
AWA
1056
Arete Wealth Advisors
Illinois
– -$333K -3,187 Closed
RCM
1057
Radnor Capital Management
Pennsylvania
– -$323K -3,090 Closed
MIH
1058
Meitav Investment House
Israel
– -$312K -2,986 Closed
TW
1059
TritonPoint Wealth
Maryland
– -$297K -2,842 Closed
GC
1060
GFG Capital
Florida
– -$285K -2,730 Closed
BTWM
1061
Baker Tilly Wealth Management
Wisconsin
– -$279K -2,668 Closed
KWA
1062
Kingswood Wealth Advisors
California
– -$268K -2,569 Closed
STA
1063
Summit Trail Advisors
New York
– -$266K -2,545 Closed
NHC
1064
Nicholas Hoffman & Company
Georgia
– -$258K -2,467 Closed
ACM
1065
Allred Capital Management
Texas
– -$252K -2,408 Closed
ACM
1066
Ategra Capital Management
Virginia
– -$243K -2,326 Closed
NAM
1067
NorthCrest Asset Manangement
Minnesota
– -$242K -2,313 Closed
FFA
1068
Fortune Financial Advisors
Kansas
– -$237K -2,272 Closed
KJHP
1069
K.J. Harrison & Partners
Ontario, Canada
– -$229K -2,196 Closed
WB
1070
West Bancorporation
Iowa
– -$225K -2,155 Closed
PWS
1071
Peloton Wealth Strategists
Indiana
– -$218K -2,091 Closed
GG
1072
Greenwood Gearhart
Arkansas
– -$118K -1,130 Closed
1832 Asset Management
1073
1832 Asset Management
Ontario, Canada
– -$80.2K -768 Closed
LFA
1074
Level Financial Advisors
New York
– -$60.1K -575 Closed
FWM
1075
Focused Wealth Management
New York
– -$43.9K -420 Closed
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