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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
CA
5
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
376
Bradley Foster & Sargent
Connecticut
$1.21M +$103K +930 +9%
CWM
377
Cranbrook Wealth Management
Michigan
$1.21M -$1.99K -18 -0.2%
SCA
378
Stillwater Capital Advisors
Pennsylvania
$1.2M -$1.21M -10,954 -50%
PCH
379
PGIM Custom Harvest
New Jersey
$1.2M +$24.7K +224 +2%
WH
380
Willner & Heller
California
$1.2M +$10.4K +94 +0.9%
DADC
381
D.A. Davidson & Co
Montana
$1.2M -$34.9K -316 -3%
FWP
382
FAS Wealth Partners
Kansas
$1.19M -$9.27K -84 -0.8%
SWP
383
Summit Wealth Partners
Florida
$1.18M +$89.5K +811 +8%
RMCM
384
Reynders McVeigh Capital Management
Massachusetts
$1.18M -$77.2K -700 -6%
CAL
385
Capital Analysts LLC
Pennsylvania
$1.18M +$151K +1,367 +15%
P
386
&Partners
Tennessee
$1.17M +$959K +8,689 +446%
WT
387
Whittier Trust
California
$1.17M – – –
ODIJL
388
One Day In July LLC
Vermont
$1.17M -$182K -1,649 -14%
EWM
389
EPG Wealth Management
Georgia
$1.15M -$1.19M -10,429 Closed
MFG
390
MidWestOne Financial Group
Iowa
$1.14M – – –
CAC
391
Certified Advisory Corp
Florida
$1.13M +$279K +2,529 +33%
EIA
392
Eldridge Investment Advisors
New Hampshire
$1.11M +$14.9K +135 +1%
SSWM
393
Smith Salley Wealth Management
North Carolina
$1.1M -$103K -932 -9%
KFI
394
Key Financial Inc
Pennsylvania
$1.1M – – –
BIA
395
BHK Investment Advisors
Alabama
$1.09M -$5.52K -50 -0.5%
MWM
396
Mission Wealth Management
California
$1.09M -$35.9K -325 -3%
OGF
397
Orin Green Financial
California
$1.09M +$1.09M +9,858 New
FT
398
Fiduciary Trust
Massachusetts
$1.08M – – –
SG
399
StoneX Group
New York
$1.06M +$1.06M +9,641 New
MMA
400
Miracle Mile Advisors
California
$1.04M -$1.1K -10 -0.1%
14 15
16
17 18