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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
Barclays
2
Barclays
United Kingdom
$80.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54M
4
LPL Financial
4
LPL Financial
California
$174M
5
AssetMark Inc
5
AssetMark Inc
California
$15.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
TF
2
TIAA FSB
Florida
$1.58B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
126
L & S Advisors
California
$8.09M +$411K +3,665 +5%
FCBT
127
First Citizens Bank & Trust
North Carolina
$8.09M -$744K -6,635 -8%
FMC
128
First Merchants Corp
Indiana
$7.88M -$52.8K -471 -0.7%
FFG
129
Ford Financial Group
California
$7.83M +$790K +7,052 +11%
FF
130
Fluent Financial
Texas
$7.8M -$123K -1,095 -2%
HFG
131
Heron Financial Group
New York
$7.59M +$498K +4,445 +7%
CFSG
132
Clark Financial Services Group
Missouri
$7.56M +$239K +2,132 +3%
SAM
133
Sequent Asset Management
Texas
$7.55M – – –
William Blair & Company
134
William Blair & Company
Illinois
$7.51M +$189K +1,684 +3%
NA
135
NewEdge Advisors
Louisiana
$7.28M +$3.44M +30,698 +90%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$7.22M -$107K -959 -1%
UCFA
137
United Capital Financial Advisors
Texas
$7.19M +$80.7K +720 +1%
HGWM
138
Horst & Graben Wealth Management
Oregon
$7.17M -$2.8K -25 -0%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$7.1M +$162K +1,446 +2%
PRWA
140
Platte River Wealth Advisors
Colorado
$6.75M +$96.3K +859 +1%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6.71M +$607K +5,414 +10%
OWA
142
Octavia Wealth Advisors
Ohio
$6.7M +$471K +4,226 +8%
HPC
143
HM Payson & Co
Maine
$6.54M -$73.4K -655 -1%
GWM
144
Geneos Wealth Management
Colorado
$6.44M +$3.92M +34,712 +156%
CGA
145
Crescent Grove Advisors
Illinois
$6.32M -$108K -964 -2%
WFA
146
WestHill Financial Advisors
California
$6.28M +$6.28M +56,023 New
MGWM
147
Marks Group Wealth Management
Minnesota
$6.27M -$112 -1 -0%
SCA
148
Stonebridge Capital Advisors
Minnesota
$6.04M -$5.44M -48,514 -47%
XF
149
XML Financial
Maryland
$5.93M +$320K +2,859 +6%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$5.47M +$507K +4,527 +10%
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