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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
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 Holding Trade Value Shares
Change 		Shares
Change %
SWPG
126
Strategic Wealth Partners Group
Illinois
$9.4M +$308K +2,700 +3%
ATC
127
Argent Trust Co
Tennessee
$9.39M +$1.46M +12,785 +18%
WFA
128
WestHill Financial Advisors
California
$8.64M -$84.9K -744 -1%
OC
129
Oppenheimer & Co
New York
$8.43M +$1.03M +8,996 +14%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$8.41M -$1.51M -13,249 -15%
XF
131
XML Financial
Maryland
$8.4M +$577K +5,056 +7%
SW
132
Simplicity Wealth
New Jersey
$8.17M +$3.03M +26,527 +59%
WMWM
133
Whitaker-Myers Wealth Managers
Ohio
$8.15M +$982K +8,602 +14%
FCH
134
Freestone Capital Holdings
Washington
$8.05M +$711K +6,232 +10%
PP
135
Pegasus Partners
Wisconsin
$8.02M +$81.3K +712 +1%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.77M -$1.99M -17,433 -20%
SAM
137
Sequent Asset Management
Texas
$7.68M – – –
AAS
138
Avantax Advisory Services
Texas
$7.64M +$1.57M +13,782 +26%
GIA
139
GHP Investment Advisors
Colorado
$7.48M -$87.7K -768 -1%
JWCA
140
J.W. Cole Advisors
Florida
$7.41M -$123K -1,076 -2%
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$7.3M -$50.2K -440 -0.7%
CGA
142
Crescent Grove Advisors
Illinois
$7.19M -$7.65K -67 -0.1%
FMC
143
First Merchants Corp
Indiana
$7.16M +$130K +1,135 +2%
PCM
144
Piedmont Capital Management
Montana
$7.05M -$109K -969 -2%
TAM
145
Tocqueville Asset Management
New York
$6.97M -$251K -2,200 -3%
CI
146
Conning Inc
Connecticut
$6.94M +$109K +951 +2%
CG
147
Corundum Group
Colorado
$6.64M +$13.7K +120 +0.2%
WFAG
148
Wescott Financial Advisory Group
Pennsylvania
$6.27M -$467K -4,095 -7%
MWM
149
Modera Wealth Management
New Jersey
$6.15M -$116K -1,018 -2%
FC
150
Forte Capital
New York
$6.13M -$44.3K -388 -0.7%
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