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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.83%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.09B
2
Bank of America
2
Bank of America
North Carolina
$607M
3
Wells Fargo
3
Wells Fargo
California
$1.12B
4
Barclays
4
Barclays
United Kingdom
$48.2M
5
American Century Companies
5
American Century Companies
Missouri
$31.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$11.5M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$458M
4
SI
4
Stephens Inc
Arkansas
$58.2M
5
AssetMark Inc
5
AssetMark Inc
California
$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$55.9M -$4.59M -64,874 -8%
Barclays
27
Barclays
United Kingdom
$48.2M +$47.7M +669,348 +11,042%
M&T Bank
28
M&T Bank
New York
$47.1M -$4.36M -61,094 -8%
Truist Financial
29
Truist Financial
North Carolina
$44.9M +$3.36M +47,190 +8%
JIC
30
Johnson Investment Counsel
Ohio
$43M -$183K -2,568 -0.4%
ZB
31
Zions Bancorporation
Utah
$39.2M -$2.49M -34,974 -6%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$37.7M +$22.2M +311,118 +143%
RJA
33
Raymond James & Associates
Florida
$35M +$3.33M +46,710 +11%
SS
34
Simplicity Solutions
Minnesota
$33.8M +$20M +280,370 +145%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33.5M – – –
HSBC Holdings
36
HSBC Holdings
United Kingdom
$33.3M -$2.01M -28,244 -6%
American Century Companies
37
American Century Companies
Missouri
$31.9M +$31.9M +447,950 New
KeyBank National Association
38
KeyBank National Association
Ohio
$31.2M +$950K +13,324 +3%
PWAG
39
Polaris Wealth Advisory Group
California
$31M -$9.04M -125,662 -23%
AWM
40
AE Wealth Management
Kansas
$30.4M +$16.7M +233,876 +122%
NFG
41
Noven Financial Group
Colorado
$26.2M +$123K +1,732 +0.5%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$26.2M +$5.05M +70,782 +24%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24.6M +$2.22M +31,086 +10%
Creative Planning
44
Creative Planning
Kansas
$24.6M -$81.8K -1,148 -0.3%
BC
45
Brinker Capital
Pennsylvania
$22.2M +$1.31M +18,352 +6%
NP
46
NorthRock Partners
Minnesota
$21.8M -$345K -4,838 -2%
ANTB
47
AMG National Trust Bank
Colorado
$21.5M +$652K +9,150 +3%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$20.8M -$848K -11,896 -4%
GW
49
GW & Wade
Massachusetts
$20.7M +$17K +238 +0.1%
CA
50
Cetera Advisors
Colorado
$18.6M +$1.09M +15,218 +6%
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