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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 %
TC
176
TAGStone Capital
North Carolina
$4.89M +$134K +1,141 +3%
CW
177
CreativeOne Wealth
Kansas
$4.82M +$2.2M +18,753 +84%
SC
178
Savant Capital
Illinois
$4.8M +$1.35M +11,514 +39%
PRWA
179
Platte River Wealth Advisors
Colorado
$4.71M -$46.9K -400 -1%
SWP
180
Stratos Wealth Partners
Ohio
$4.52M +$208K +1,772 +5%
BOH
181
Bank of Hawaii
Hawaii
$4.49M +$565K +4,815 +14%
BB
182
Berkshire Bank
Massachusetts
$4.48M -$276K -2,350 -6%
SCP
183
Stevens Capital Partners
Nebraska
$4.47M +$139K +1,183 +3%
TCWM
184
Total Clarity Wealth Management
Illinois
$4.47M +$321K +2,737 +8%
IP
185
Investment Partners
Ohio
$4.46M -$285K -2,434 -6%
Citadel Advisors
186
Citadel Advisors
Florida
$4.41M +$1.58M +13,449 +56%
JFG
187
Jefferies Financial Group
New York
$4.36M -$171K -1,462 -4%
APW
188
Acima Private Wealth
Virginia
$4.36M – – –
AI
189
Auour Investments
Massachusetts
$4.28M -$52K -426 -1%
BMCM
190
Burns Matteson Capital Management
New York
$4.21M -$31.8K -271 -0.7%
CCM
191
Coldstream Capital Management
Washington
$4.21M -$12.2K -104 -0.3%
MCWS
192
McKinley Carter Wealth Services
West Virginia
$4.19M -$80.8K -689 -2%
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
$4.15M +$1.96M +16,701 +89%
WFS
194
Widmann Financial Services
Maryland
$4.11M +$154K +1,309 +4%
HNB
195
Huntington National Bank
Ohio
$4.04M -$3.94M – –
SC
196
Saiph Capital
New Jersey
$4.03M +$5.63K +48 +0.1%
AB
197
Atlas Brown
Kentucky
$3.97M +$26.6K +227 +0.7%
CC
198
Courier Capital
New York
$3.97M -$69K -588 -2%
SPC
199
Sigma Planning Corp
Michigan
$3.9M +$88.4K +754 +2%
ICM
200
IMS Capital Management
Oregon
$3.88M – – –
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8
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