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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 %
CW
176
CreativeOne Wealth
Kansas
$5.1M +$2.68M +23,433 +111%
GVAG
177
Great Valley Advisor Group
Delaware
$5.08M -$103K -905 -2%
MFG
178
Mainsail Financial Group
Washington
$5.08M +$15.9K +139 +0.3%
Lido Advisors
179
Lido Advisors
California
$5M -$78.6K -689 -2%
ONB
180
Old National Bancorp
Indiana
$4.97M +$197K +1,730 +4%
SYBT
181
Stock Yards Bank & Trust
Kentucky
$4.9M +$1.54M +13,503 +46%
Cerity Partners
182
Cerity Partners
New York
$4.84M +$242K +2,119 +5%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$4.81M -$8.06M -70,644 -63%
IP
184
Investment Partners
Ohio
$4.76M +$13.8K +121 +0.3%
BB
185
Berkshire Bank
Massachusetts
$4.73M -$118K -1,036 -2%
HCP
186
Holt Capital Partners
Texas
$4.68M +$21.2K +186 +0.5%
CAM
187
Cresset Asset Management
Illinois
$4.67M -$536K -4,692 -10%
PRWA
188
Platte River Wealth Advisors
Colorado
$4.67M -$160K -1,406 -3%
CTC
189
Central Trust Company
Missouri
$4.6M -$30.9K -271 -0.7%
TC
190
TAGStone Capital
North Carolina
$4.53M +$390K +3,417 +9%
Principal Financial Group
191
Principal Financial Group
Iowa
$4.41M +$1.42M +12,400 +47%
JFG
192
Jefferies Financial Group
New York
$4.37M -$371K -3,254 -8%
Vanguard Group
193
Vanguard Group
Pennsylvania
$4.36M +$28.1K +246 +0.6%
HH
194
Hilltop Holdings
Texas
$4.29M +$1.28M +11,236 +43%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$4.27M -$145K -1,274 -3%
APW
196
Acima Private Wealth
Virginia
$4.24M – – –
BMCM
197
Burns Matteson Capital Management
New York
$4.2M -$57.4K -503 -1%
SWP
198
Stratos Wealth Partners
Ohio
$4.19M -$125K -1,092 -3%
ANB
199
Amarillo National Bank
Texas
$4.16M -$7.65K -67 -0.2%
TWM
200
Tolleson Wealth Management
Texas
$4.14M -$861K -7,546 -17%
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