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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.27B 10,814,391 +948 +0%
Bank of America
2
Bank of America
North Carolina
$836M 7,127,992 +882,886 +14%
Wells Fargo
3
Wells Fargo
California
$587M 5,000,551 -84,760 -2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$516M 4,404,373 +194,885 +5%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$413M 3,524,405 -744,630 -17%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$312M 2,658,038 -117,266 -4%
Ameriprise
7
Ameriprise
Minnesota
$306M 2,607,619 +286,587 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$290M 2,475,873 -246,546 -9%
UBS Group
9
UBS Group
Switzerland
$268M 2,287,211 +31,361 +1%
CCWM
10
Cassaday & Co Wealth Management
Virginia
$250M 2,134,150 +47,328 +2%
CB
11
Commerce Bank
Missouri
$218M 1,857,652 -36,912 -2%
LPL Financial
12
LPL Financial
California
$213M 1,814,140 +181,523 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$192M 1,637,656 -606,201 -27%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$175M 1,491,502 -52,071 -3%
FCBT
15
First Citizens Bank & Trust
North Carolina
$167M 1,425,700 -5,699 -0.4%
US Bancorp
16
US Bancorp
Minnesota
$165M 1,404,736 -114,074 -8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$136M 1,162,939 -28,718 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$105M 892,878 +21,446 +2%
GI
19
GLOBALT Investments
Georgia
$103M 878,778 -36,788 -4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$93M 792,804 -71,037 -8%
CFB
21
Cullen/Frost Bankers
Texas
$87.6M 746,559 +9,208 +1%
Truist Financial
22
Truist Financial
North Carolina
$83.3M 710,027 -120,978 -15%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$81.2M 691,999 -7,066 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$79.1M 674,226 -61,728 -8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$74.2M 632,436 +860 +0.1%
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