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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.

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
1
BNP Paribas Financial Markets
France
$56.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$43.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CAM
5
Congress Asset Management
Massachusetts
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.26B 11,023,819 -10,837,121 -50%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.2B 10,498,236 -526,257 -5%
Bank of America
3
Bank of America
North Carolina
$669M 5,863,540 -724,498 -11%
Wells Fargo
4
Wells Fargo
California
$607M 5,319,457 -312,990 -6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$458M 4,010,048 +91,723 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$330M 2,893,717 +22,103 +0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$322M 2,824,959 +13,701 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$267M 2,332,162 -134,334 -5%
UBS Group
9
UBS Group
Switzerland
$262M 2,298,294 -50,357 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$250M 2,186,366 -24,061 -1%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$235M 2,054,900 +20,302 +1%
CB
12
Commerce Bank
Missouri
$223M 1,950,338 -121,501 -6%
LPL Financial
13
LPL Financial
California
$192M 1,682,336 +41,932 +3%
US Bancorp
14
US Bancorp
Minnesota
$175M 1,534,216 +6,034 +0.4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$172M 1,510,631 +255,690 +20%
FCBT
16
First Citizens Bank & Trust
North Carolina
$161M 1,406,752 +218,287 +18%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$138M 1,211,468 -52,356 -4%
Goldman Sachs
18
Goldman Sachs
New York
$120M 1,052,479 +99,152 +10%
GI
19
GLOBALT Investments
Georgia
$103M 905,787 -14,937 -2%
Truist Financial
20
Truist Financial
North Carolina
$98.4M 861,844 -49,494 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$98.3M 861,311 -71,717 -8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$93.2M 816,703 +124,738 +18%
ZB
23
Zions Bancorporation
Utah
$89.9M 787,312 -53,469 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$88M 771,288 -377,211 -33%
CFB
25
Cullen/Frost Bankers
Texas
$84.1M 736,931 +70,054 +11%
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