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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 %
FNT
201
First National Trust
Pennsylvania
$3.25M -$152K -1,358 -4%
RWG
202
Ratio Wealth Group
Colorado
$3.21M -$25K -223 -0.8%
CFGS
203
Concourse Financial Group Securities
Alabama
$3.2M -$113K -1,004 -3%
PPA
204
Parametric Portfolio Associates
Washington
$3.2M +$913K +8,149 +40%
DI
205
Disciplined Investments
Oklahoma
$3.18M – – –
ICM
206
IMS Capital Management
Oregon
$3.08M +$23.8K +212 +0.8%
EWMCB
207
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.06M -$618K -5,511 -17%
ANB
208
Amarillo National Bank
Texas
$3.05M -$77.8K -694 -2%
AWM
209
Aprio Wealth Management
Georgia
$3.03M +$3.03M +27,047 New
CA
210
Claro Advisors
Massachusetts
$2.96M +$99.5K +888 +3%
MGIA
211
Moneta Group Investment Advisors
Missouri
$2.92M +$209K +1,868 +8%
AIC
212
Ameritas Investment Company
Nebraska
$2.87M +$229K +2,046 +9%
TPCW
213
TD Private Client Wealth
New York
$2.87M -$224K -2,001 -7%
SPL
214
Smart Portfolios LLC
Washington
$2.85M -$129K -1,149 -4%
EC
215
Estate Counselors
Wisconsin
$2.85M +$2.85M +25,410 New
CTC
216
Central Trust Company
Missouri
$2.76M – – –
BRWA
217
B. Riley Wealth Advisors
Florida
$2.74M +$25.2K +225 +0.9%
HI
218
Harbour Investments
Wisconsin
$2.71M -$295K -2,632 -10%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$2.71M -$2.49M -22,256 -48%
HCP
220
Holt Capital Partners
Texas
$2.67M +$295K +2,630 +12%
GT
221
Glenview Trust
Kentucky
$2.66M – – –
CDIA
222
Capital Directions Investment Advisors
Georgia
$2.64M +$75.9K +677 +3%
MBTD
223
Mechanics Bank - Trust Department
California
$2.63M +$334K +2,981 +15%
CL
224
Choreo LLC
Illinois
$2.63M -$20.7K -185 -0.8%
FCI
225
Financial Counselors Inc
Kansas
$2.62M -$38.9K -347 -1%
7 8
9
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