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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
3
Goldman Sachs
New York
$75.6M
4
AIA
4
Angeles Investment Advisors
California
$0
5
NRA
5
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
351
Napatree Capital
Rhode Island
$1.34M -$36.5K -331 -3%
LSA
352
Lion Street Advisors
Texas
$1.33M -$97.5K -884 -7%
CICC
353
Capital Investment Counsel (Colorado)
Colorado
$1.33M +$244K +2,213 +22%
PCM
354
Pointe Capital Management
Michigan
$1.32M -$49.9K -452 -4%
VVP
355
Venture Visionary Partners
Ohio
$1.31M -$44.7K -405 -3%
FPAS
356
Focus Partners Advisor Solutions
Missouri
$1.31M -$141K -1,280 -10%
1SB
357
1ST Source Bank
Indiana
$1.3M -$240K -2,171 -16%
BCM
358
Brookstone Capital Management
Illinois
$1.29M -$441K -3,910 -26%
GIA
359
Gladstone Institutional Advisory
Florida
$1.28M +$6.07K +55 +0.5%
CPIG
360
Chicago Partners Investment Group
Illinois
$1.27M +$20.7K +188 +2%
Wealthfront Advisers
361
Wealthfront Advisers
California
$1.27M +$206K +1,867 +19%
TMWM
362
Taylor & Morgan Wealth Management
Michigan
$1.27M -$15.1K -137 -1%
PCIA
363
Prime Capital Investment Advisors
Kansas
$1.26M -$88.4K -801 -7%
AG
364
AlTi Global
New York
$1.25M -$24.7K -224 -2%
TC
365
TownSquare Capital
Utah
$1.25M +$281K +2,543 +29%
SWA
366
Sax Wealth Advisors
New Jersey
$1.24M -$22.6K -205 -2%
PSB
367
Passumpsic Savings Bank
Vermont
$1.24M +$254K +2,301 +26%
AI
368
Atria Investments
North Carolina
$1.24M +$120K +1,085 +11%
PTC
369
Private Trust Company
Ohio
$1.23M +$11.3K +102 +0.9%
CFGS
370
Concourse Financial Group Securities
Alabama
$1.23M -$137K -1,239 -10%
JJBC
371
James J. Burns & Company
New York
$1.23M +$324K +2,936 +36%
EWA
372
ERTS Wealth Advisors
Michigan
$1.22M +$2.54K +23 +0.2%
EG
373
Ellerson Group
Maryland
$1.22M -$22.4K -203 -2%
LGG
374
Luts & Greenleigh Group
Maryland
$1.21M +$1.21M +11,006 New
IWC
375
Integrated Wealth Concepts
Massachusetts
$1.21M -$1.23M -11,118 -50%
13 14
15
16 17