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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.01B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$107M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$92.3M
4
Bank of America
4
Bank of America
North Carolina
$616M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$48M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M
3
Barclays
3
Barclays
United Kingdom
$84K
4
SF
4
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
5
Wells Fargo
California
$528M
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.01B 11,085,943 +11,085,943 New
Morgan Stanley
2
Morgan Stanley
New York
$997M 10,917,711 +237,006 +2%
Bank of America
3
Bank of America
North Carolina
$616M 6,747,338 +684,641 +11%
Wells Fargo
4
Wells Fargo
California
$528M 5,782,466 -294,808 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$350M 3,825,980 +79,176 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$277M 3,035,094 -113,667 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$257M 2,808,141 +33,902 +1%
Ameriprise
8
Ameriprise
Minnesota
$247M 2,698,919 +225,697 +9%
UBS Group
9
UBS Group
Switzerland
$210M 2,296,729 -70,405 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$198M 2,166,489 -1,274,674 -37%
CB
11
Commerce Bank
Missouri
$193M 2,111,863 +26,940 +1%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$183M 2,007,601 +16,133 +0.8%
LPL Financial
13
LPL Financial
California
$146M 1,600,344 +101,412 +7%
US Bancorp
14
US Bancorp
Minnesota
$134M 1,461,793 +18,464 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$133M 1,454,167 +307,909 +27%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$125M 1,370,960 -103,680 -7%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$107M 1,169,467 +1,169,467 New
FCBT
18
First Citizens Bank & Trust
North Carolina
$103M 1,125,565 -134,065 -11%
SF
19
Synovus Financial
Georgia
$99.8M 1,092,236 -338,752 -24%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$92.3M 1,010,892 +844,932 +509%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$87M 952,003 +24,367 +3%
Goldman Sachs
22
Goldman Sachs
New York
$86.4M 946,101 +4,319 +0.5%
ZB
23
Zions Bancorporation
Utah
$80.9M 885,469 -41,610 -4%
Truist Financial
24
Truist Financial
North Carolina
$80.4M 880,103 -20,140 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$72.1M 789,318 +75,672 +11%
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