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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.5M
5
SF
Synovus Financial
Georgia
$133M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
Churchill Management
California
$8.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$1.18M -$14.3K -182 -1%
V
227
Veritable
Delaware
$1.18M +$6.08K +100 +0.5%
EWA
228
ERTS Wealth Advisors
Michigan
$1.16M +$1.16M +19,010 New
BUB
229
BBVA USA Bancshares
Texas
$1.15M +$1.22K +20 +0.1%
BIA
230
BHK Investment Advisors
Alabama
$1.14M -$12K -198 -1%
RT
231
Rockland Trust
Massachusetts
$1.12M +$72.1K +1,186 +7%
CAC
232
Certified Advisory Corp
Florida
$1.12M +$306K +5,038 +38%
NA
233
NewEdge Advisors
Louisiana
$1.11M -$38.2K -628 -3%
MCM
234
MAI Capital Management
Ohio
$1.11M -$23.6K -388 -2%
CA
235
Clearstead Advisors
Ohio
$1.11M – – –
PCG
236
Private Capital Group
Connecticut
$1.1M +$243 +4 +0%
AAS
237
Avantax Advisory Services
Texas
$1.09M +$61.4K +1,010 +6%
TW
238
Transform Wealth
Colorado
$1.08M -$23.1K -380 -2%
BP
239
Broadleaf Partners
Ohio
$1.08M +$28.3K +466 +3%
EWM
240
EPG Wealth Management
Georgia
$1.07M +$1.02M +16,748 +1,816%
A
241
AdvicePeriod
California
$1.03M -$94.8K -1,558 -8%
HTC
242
Haverford Trust Company
Pennsylvania
$1.03M -$17.5K -288 -2%
CWM
243
Cordatus Wealth Management
Pennsylvania
$1.01M -$28.1K -462 -3%
BAM
244
Barrett Asset Management
New York
$995K -$3.81M -62,630 -79%
PGAM
245
Princeton Global Asset Management
New Jersey
$985K +$985K +16,200 New
ATC
246
Argent Trust Co
Tennessee
$982K +$619K +10,178 +170%
FCI
247
Financial Counselors Inc
Kansas
$969K -$9.97K -164 -1%
GSWM
248
Golden State Wealth Management
California
$967K +$967K +15,904 New
BRWA
249
B. Riley Wealth Advisors
Florida
$963K +$655K +10,774 +213%
OPS
250
Orion Portfolio Solutions
Nebraska
$944K +$121K +1,996 +15%
8 9
10
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