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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
BNP Paribas Financial Markets
France
$56.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Bank of America
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CAM
Congress Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
201
Total Clarity Wealth Management
Illinois
$4.13M +$371K +3,252 +10%
CCM
202
Coldstream Capital Management
Washington
$4.11M -$16K -140 -0.4%
HNB
203
Huntington National Bank
Ohio
$4.04M -$3.64M – –
D
204
Dentgroup
Louisiana
$4.03M +$185K +1,619 +5%
CC
205
Courier Capital
New York
$3.95M -$38.2K -335 -1%
SC
206
Saiph Capital
New Jersey
$3.94M -$5.37K -47 -0.1%
AI
207
Auour Investments
Massachusetts
$3.9M +$16.8K +147 +0.4%
EAM
208
Eukles Asset Management
Ohio
$3.88M -$57.3K -502 -1%
WFS
209
Widmann Financial Services
Maryland
$3.87M +$22.8K +200 +0.6%
SPC
210
Sigma Planning Corp
Michigan
$3.82M +$1.92M +16,793 +100%
SCP
211
Stevens Capital Partners
Nebraska
$3.81M +$176K +1,543 +5%
AB
212
Atlas Brown
Kentucky
$3.78M -$21.8K -191 -0.6%
AWMNH
213
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.76M +$19.2K +168 +0.5%
SEM
214
Strategic Equity Management
Arizona
$3.76M -$1.73M -15,117 -31%
T. Rowe Price Associates
215
T. Rowe Price Associates
Maryland
$3.69M – – –
BOH
216
Bank of Hawaii
Hawaii
$3.66M +$518K +4,541 +17%
ICM
217
IMS Capital Management
Oregon
$3.6M -$19.2K -168 -0.5%
KFG
218
Kingdom Financial Group
Arizona
$3.57M +$1.18M +10,302 +49%
TCG
219
Transcendent Capital Group
Oklahoma
$3.56M +$3.37M +29,501 +1,720%
GT
220
Glenview Trust
Kentucky
$3.56M -$87.9K -770 -2%
VCM
221
Vision Capital Management
Oregon
$3.52M -$3.2K -28 -0.1%
HPC
222
HM Payson & Co
Maine
$3.5M -$1.02M -8,944 -23%
FWM
223
FMA Wealth Management
Massachusetts
$3.49M -$2.63K -23 -0.1%
KFP
224
KMG Fiduciary Partners
Ohio
$3.48M -$3.88K -34 -0.1%
MCM
225
MV Capital Management
Maryland
$3.45M -$121K -1,062 -3%
7 8
9
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