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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 %
Bessemer Group
201
Bessemer Group
New Jersey
$3.87M +$523K +4,455 +16%
UWM
202
USAdvisors Wealth Management
Minnesota
$3.85M +$340K +2,902 +10%
EAM
203
Eukles Asset Management
Ohio
$3.84M -$128K -1,095 -3%
IA
204
IFP Advisors
Florida
$3.82M +$383K +3,269 +11%
T. Rowe Price Associates
205
T. Rowe Price Associates
Maryland
$3.8M – – –
SW
206
SVB Wealth
Massachusetts
$3.78M -$12.1M -102,826 -76%
AWMNH
207
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.77M -$81.7K -698 -2%
CL
208
Choreo LLC
Illinois
$3.72M +$19.1K +164 +0.5%
WAM
209
Weinberger Asset Management
California
$3.7M +$271K +2,314 +8%
HNB
210
Hilltop National Bank
Wyoming
$3.69M +$298K +2,544 +9%
AF
211
Advisornet Financial
Minnesota
$3.63M +$39.1K +333 +1%
TWM
212
Tolleson Wealth Management
Texas
$3.62M -$472K -4,023 -12%
GT
213
Glenview Trust
Kentucky
$3.62M -$50.3K -429 -1%
VCM
214
Vision Capital Management
Oregon
$3.61M -$10.3K -88 -0.3%
KFG
215
Kingdom Financial Group
Arizona
$3.61M +$61.9K +528 +2%
HPC
216
HM Payson & Co
Maine
$3.55M -$17K -145 -0.5%
MC
217
Mathes Company
New York
$3.54M – – –
Vanguard Group
218
Vanguard Group
Pennsylvania
$3.54M -$893K -7,616 -20%
MCM
219
MV Capital Management
Maryland
$3.53M -$21.8K -186 -0.6%
HA
220
Hofer & Associates
California
$3.5M +$8.56K +73 +0.2%
CCB
221
Country Club Bank
Missouri
$3.46M +$26.4K +225 +0.8%
DWA
222
Dougherty Wealth Advisers
Minnesota
$3.42M -$1.53K -13 -0%
HBS
223
Howard Bailey Securities
Indiana
$3.41M +$3.41M +29,068 New
Financial Engines Advisors
224
Financial Engines Advisors
California
$3.41M +$117 +1 +0%
SF
225
Summit Financial
New Jersey
$3.39M +$206K +1,754 +6%
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