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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 %
MWM
151
Modera Wealth Management
New Jersey
$6.21M -$67.4K -575 -1%
FHA
152
First Horizon Advisors
Tennessee
$6.08M -$45.4K -387 -0.7%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$6.03M -$84.1K -722 -1%
Cerity Partners
154
Cerity Partners
New York
$6.01M +$722K +6,153 +14%
PIA
155
Powell Investment Advisors
Florida
$5.82M +$247K +2,110 +4%
PCG
156
Prosperity Consulting Group
Maryland
$5.76M +$125K +1,065 +2%
FC
157
Forte Capital
New York
$5.71M -$382K -3,257 -6%
MFG
158
Mainsail Financial Group
Washington
$5.7M -$644K -5,385 -10%
GVAG
159
Great Valley Advisor Group
Delaware
$5.67M +$187K +1,597 +3%
William Blair & Company
160
William Blair & Company
Illinois
$5.56M -$63.6K -542 -1%
CHAM
161
Clear Harbor Asset Management
Connecticut
$5.54M -$34.2K -292 -0.6%
9WM
162
9258 Wealth Management
Ohio
$5.37M +$12.3K +105 +0.2%
FTS
163
Fifth Third Securities
Ohio
$5.36M -$82.2K -701 -2%
AA
164
Axiom Advisory
California
$5.35M +$85.4K +763 +2%
LF
165
Lee Financial
Texas
$5.33M -$195K -1,660 -4%
MBI
166
May Barnhard Investments
Maryland
$5.28M -$59.8K -510 -1%
ONB
167
Old National Bancorp
Indiana
$5.26M +$209K +1,786 +4%
CAM
168
Cresset Asset Management
Illinois
$5.26M +$121K +1,033 +2%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$5.22M -$343K -2,922 -6%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5.18M -$236K -2,016 -4%
KWM
171
Kingsview Wealth Management
Oregon
$5.09M +$3.32M +28,280 +187%
Lido Advisors
172
Lido Advisors
California
$5.07M -$71.4K -609 -1%
TPCW
173
TD Private Client Wealth
New York
$5M -$236K -2,016 -5%
HCP
174
Holt Capital Partners
Texas
$4.96M +$639K +5,449 +15%
MA
175
Mutual Advisors
Nebraska
$4.95M +$4.03M +33,466 +442%
5 6
7
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