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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
151
TD Private Client Wealth
New York
$4.26M 46,761 -8,605 -16%
CCM
152
Condor Capital Management
New Jersey
$4.22M 46,295 +3,576 +8%
HCA
153
Heck Capital Advisors
Wisconsin
$4.19M 45,994 -1,335 -3%
VCM
154
Virtue Capital Management
Tennessee
$4.17M 47,507 +47,507 New
GVAG
155
Great Valley Advisor Group
Delaware
$4.14M 45,462 +1,256 +3%
MCWS
156
McKinley Carter Wealth Services
West Virginia
$4.06M 44,599 -1,613 -3%
Financial Engines Advisors
157
Financial Engines Advisors
California
$3.98M 43,737 -118,249 -73%
HF
158
HRT Financial
New York
$3.98M 43,737 +43,737 New
SWM
159
Southern Wealth Management
Texas
$3.94M 43,275 -3,101 -7%
FCAM
160
First Citizens Asset Management
North Carolina
$3.9M 42,879 -92,787 -68%
VW
161
Vance Wealth
California
$3.87M 42,525 +4,417 +12%
IP
162
Investment Partners
Ohio
$3.86M 42,358 +170 +0.4%
PRWA
163
Platte River Wealth Advisors
Colorado
$3.85M 42,316 -15,030 -26%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3.81M 41,894 +1,464 +4%
AP
165
Advisors Preferred
Maryland
$3.81M 41,822 +41,822 New
NL
166
NWAM LLC
Washington
$3.78M 41,527 -4,327 -9%
CI
167
Conning Inc
Connecticut
$3.77M 41,425 +7,753 +23%
SS
168
Simplicity Solutions
Minnesota
$3.74M 41,080 +25,200 +159%
CHAM
169
Clear Harbor Asset Management
Connecticut
$3.7M 40,631 +1,005 +3%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$3.69M 40,503 -4,061 -9%
KFP
171
KMG Fiduciary Partners
Ohio
$3.64M 39,956 -1,549 -4%
ASFA
172
All Season Financial Advisors
Colorado
$3.62M 39,785 +39,785 New
Citigroup
173
Citigroup
New York
$3.57M 39,252 -7,229 -16%
Principal Financial Group
174
Principal Financial Group
Iowa
$3.56M 39,131 +17,100 +78%
BMCM
175
Burns Matteson Capital Management
New York
$3.54M 38,890 +6,019 +18%
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