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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.6%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$836M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$61.2M
3
Ameriprise
3
Ameriprise
Minnesota
$306M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$29.3M
5
CAM
5
Congress Asset Management
Massachusetts
$43.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$413M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$6.63M
3
SFC
3
Strategic Financial Concepts
Texas
$690K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
Goldman Sachs
5
Goldman Sachs
New York
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$9.19M +$757K +6,451 +9%
AAS
127
Avantax Advisory Services
Texas
$9.05M +$871K +7,429 +11%
HCA
128
Heck Capital Advisors
Wisconsin
$8.94M +$3.47M +29,584 +63%
APP
129
Avantax Planning Partners
Iowa
$8.82M -$6.43M -54,819 -42%
CI
130
Conning Inc
Connecticut
$8.28M +$531K +4,526 +7%
FCAM
131
First Citizens Asset Management
North Carolina
$7.9M -$98.6K -841 -1%
FFA
132
First Foundation Advisors
California
$7.83M -$2.35K -20 -0%
FCH
133
Freestone Capital Holdings
Washington
$7.63M -$73.9K -630 -1%
JWCA
134
J.W. Cole Advisors
Florida
$7.62M +$195K +1,660 +3%
FMC
135
First Merchants Corp
Indiana
$7.41M +$144K +1,227 +2%
SYBT
136
Stock Yards Bank & Trust
Kentucky
$7.25M +$975K +8,310 +16%
CGA
137
Crescent Grove Advisors
Illinois
$7.21M -$468K -3,992 -6%
GIA
138
GHP Investment Advisors
Colorado
$7.2M -$220K -1,875 -3%
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.06M -$481K -4,104 -6%
NA
140
NewEdge Advisors
Louisiana
$7.02M +$32.5K +277 +0.5%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$6.88M +$160K +1,365 +2%
TAM
142
Tocqueville Asset Management
New York
$6.75M -$224K -1,914 -3%
CCM
143
Condor Capital Management
New Jersey
$6.64M +$221K +1,887 +3%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$6.63M -$80.1M -682,575 -92%
VW
145
Vance Wealth
California
$6.63M +$347K +2,959 +6%
CG
146
Corundum Group
Colorado
$6.62M -$128K -1,091 -2%
KFP
147
KMG Fiduciary Partners
Ohio
$6.61M +$2.43M +20,720 +58%
PFA
148
Petra Financial Advisors
Colorado
$6.58M +$115K +981 +2%
CA
149
Clearstead Advisors
Ohio
$6.39M -$79.9K -681 -1%
ML
150
McAdam LLC
Pennsylvania
$6.32M +$403K +3,435 +7%
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6
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