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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
Barclays
2
Barclays
United Kingdom
$80.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54M
4
LPL Financial
4
LPL Financial
California
$174M
5
AssetMark Inc
5
AssetMark Inc
California
$15.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
TF
2
TIAA FSB
Florida
$1.58B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
WesBanco Bank
West Virginia
$4.15M -$1.75M -15,618 -30%
VCM
177
Vision Capital Management
Oregon
$4.15M -$26.3K -235 -0.6%
FPGK
178
Financial Partners Group (Kansas)
Kansas
$4.1M +$378K +3,372 +10%
MC
179
Mathes Company
New York
$4.06M – – –
EAM
180
Eukles Asset Management
Ohio
$3.96M -$26.9K -240 -0.7%
PIA
181
Powell Investment Advisors
Florida
$3.94M +$156K +1,395 +4%
BJL
182
Brighton Jones LLC
Washington
$3.9M +$61.4K +548 +2%
SS
183
Simplicity Solutions
Minnesota
$3.88M +$3.88M +34,654 New
SAG
184
Spotlight Asset Group
Illinois
$3.84M -$1.1M -9,823 -22%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$3.8M -$3.18M -28,375 -46%
ECA
186
Elevated Capital Advisors
Utah
$3.77M +$3.77M +33,639 New
SPC
187
Sigma Planning Corp
Michigan
$3.68M -$80.7K -720 -2%
CCM
188
Condor Capital Management
New Jersey
$3.67M +$128K +1,146 +4%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$3.66M +$8.07K +72 +0.2%
SWP
190
Stratos Wealth Partners
Ohio
$3.65M -$97.2K -867 -3%
IP
191
Investment Partners
Ohio
$3.61M +$63.9K +570 +2%
HCM
192
HMS Capital Management
Tennessee
$3.54M -$1.17M -10,423 -25%
RFC
193
Regions Financial Corp
Alabama
$3.52M +$5.6K +50 +0.2%
SWM
194
Southern Wealth Management
Texas
$3.49M +$95.1K +849 +3%
AWE
195
Avidian Wealth Enterprises
Texas
$3.47M +$111K +990 +3%
JC
196
JB Capital
Connecticut
$3.41M +$3.41M +30,414 New
Jane Street
197
Jane Street
New York
$3.35M +$3.35M +29,899 New
DADC
198
D.A. Davidson & Co
Montana
$3.35M -$785K -7,005 -19%
CFB
199
Cullen/Frost Bankers
Texas
$3.31M +$1.22M +10,910 +59%
T. Rowe Price Associates
200
T. Rowe Price Associates
Maryland
$3.26M – – –
6 7
8
9 10