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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 %
CRC
101
Curi RMB Capital
Illinois
$13.7M 120,233 +5,549 +5%
SW
102
SVB Wealth
Massachusetts
$13.5M 118,244 +47,879 +68%
CM
103
Churchill Management
California
$13.3M 116,918 +116,918 New
HIP
104
HUB Investment Partners
Texas
$13.2M 115,540 +6,033 +6%
HCA
105
Heck Capital Advisors
Wisconsin
$12.9M 112,872 +61,121 +118%
MCM
106
MAI Capital Management
Ohio
$12.8M 112,178 -1,959 -2%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$12.2M 106,663 +1,215 +1%
MBTD
108
Mechanics Bank - Trust Department
California
$12.1M 106,133 -5,649 -5%
PF
109
Phoenix Financial
Israel
$12M 105,321 +105,321 New
Bank of New York Mellon
110
Bank of New York Mellon
New York
$11.9M 104,473 -26,863 -20%
PFP
111
Pinnacle Financial Partners
Tennessee
$11.8M 103,475 +5,101 +5%
LWP
112
LMG Wealth Partners
Louisiana
$11.7M 102,509 -2,926 -3%
CWM
113
Connecticut Wealth Management
Connecticut
$11.6M 101,288 – –
NP
114
NorthRock Partners
Minnesota
$11.5M 101,052 -1,542 -2%
WIC
115
Whitegate Investment Counselors
New Hampshire
$11.2M 98,007 -1,118 -1%
WANY
116
Wealthspire Advisors (New York)
New York
$11.2M 97,753 +1,102 +1%
AssetMark Inc
117
AssetMark Inc
California
$10.8M 94,796 +21,021 +28%
FCAM
118
First Citizens Asset Management
North Carolina
$10.5M 91,596 -23,359 -20%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$10.4M 91,437 +659 +0.7%
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$10.4M 90,687 -1,244 -1%
OAM
121
Occidental Asset Management
California
$10.3M 90,322 +1,453 +2%
AWM
122
Avior Wealth Management
Nebraska
$10.2M 89,268 -35,616 -29%
EWA
123
EP Wealth Advisors
California
$10.1M 88,250 -2,948 -3%
WA
124
Waverly Advisors
Alabama
$9.83M 86,120 +654 +0.8%
SCA
125
Southern Capital Advisors
Tennessee
$9.73M 85,256 -2,370 -3%
3 4
5
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