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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
Bank of America
North Carolina
$616M
3
Corient Private Wealth
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
Osaic Holdings
Arizona
$133M
5
Comerica Bank
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$198M
3
Barclays
Barclays
United Kingdom
$84K
4
SF
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
Wells Fargo
California
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.45M +$2.24M +24,497 +53%
GIA
127
GHP Investment Advisors
Colorado
$6.17M -$66.9K -737 -1%
SAM
128
Sequent Asset Management
Texas
$6.15M – – –
TAM
129
Tocqueville Asset Management
New York
$6.07M -$275K -3,005 -4%
GSWM
130
Greenup Street Wealth Management
Michigan
$6.02M +$1.15M +12,635 +24%
NP
131
NorthRock Partners
Minnesota
$5.89M -$40.7K -446 -0.7%
PCM
132
Piedmont Capital Management
Montana
$5.89M -$205K -2,248 -3%
MCCA
133
Mill Creek Capital Advisors
Pennsylvania
$5.87M – – –
XF
134
XML Financial
Maryland
$5.85M +$29K +317 +0.5%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$5.84M -$751K -8,216 -11%
JWCA
136
J.W. Cole Advisors
Florida
$5.8M +$109K +1,194 +2%
APW
137
Acima Private Wealth
Virginia
$5.78M +$2.39M +26,182 +70%
UCFA
138
United Capital Financial Advisors
Texas
$5.64M +$32.6K +357 +0.6%
FMC
139
First Merchants Corp
Indiana
$5.55M +$7.4K +81 +0.1%
GBWM
140
Granite Bay Wealth Management
New Hampshire
$5.42M +$5.42M +56,700 New
HCA
141
Heck Capital Advisors
Wisconsin
$5.4M +$199K +2,180 +4%
TWM
142
Tolleson Wealth Management
Texas
$5.38M -$254K -2,774 -5%
CG
143
Corundum Group
Colorado
$5.3M – – –
FCAM
144
First Citizens Asset Management
North Carolina
$5.25M -$673K -7,372 -11%
Kayne Anderson Rudnick Investment Management
145
Kayne Anderson Rudnick Investment Management
California
$5.13M +$3.28M +35,871 +177%
MWM
146
Modera Wealth Management
New Jersey
$5.08M -$81.8K -895 -2%
FC
147
Forte Capital
New York
$5M +$39K +427 +0.8%
HF
148
HRT Financial
New York
$4.98M +$4.98M +54,463 New
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$4.96M -$121K -1,330 -2%
CGA
150
Crescent Grove Advisors
Illinois
$4.95M +$1.65K +18 +0%
4 5
6
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