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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 %
SEIA
476
Signature Estate & Investment Advisors
California
$710K +$710K +6,435 New
HWA
477
Heritage Wealth Advisors
Virginia
$710K – – –
FA
478
Financial Alternatives
California
$709K – – –
NFC
479
Northeast Financial Consultants
Connecticut
$704K – – –
GFS
480
GYL Financial Synergies
Connecticut
$704K +$298K +2,705 +74%
IWM
481
Iams Wealth Management
Nebraska
$700K -$204K -1,850 -23%
GWSA
482
Global Wealth Strategies & Associates
Colorado
$695K -$8.28K -75 -1%
DT
483
Diversified Trust
Tennessee
$695K -$7.17K -65 -1%
RT
484
Rockland Trust
Massachusetts
$681K -$23.4K -212 -3%
NB
485
NBT Bank
New York
$678K – – –
RCM
486
Richardson Capital Management
Wisconsin
$675K – – –
PCMC
487
Planning Capital Management Corporation
Pennsylvania
$674K +$395K +3,583 +142%
GC
488
Guidance Capital
Kentucky
$666K -$18.2K -164 -3%
VCM
489
Viewpoint Capital Management
Washington
$662K – – –
CWM
490
Cahaba Wealth Management
Georgia
$657K +$331 +3 +0.1%
PFA
491
Pathway Financial Advisors
Vermont
$657K – – –
QCM
492
QRG Capital Management
Illinois
$651K +$30.9K +280 +5%
AP
493
Appleton Partners
Massachusetts
$648K -$16.5K -150 -2%
MFG
494
Magnus Financial Group
New York
$647K -$60.8K -551 -9%
BWA
495
BlueSky Wealth Advisors
North Carolina
$646K – – –
LIM
496
Leavell Investment Management
Alabama
$640K +$2.43K +22 +0.4%
SFO
497
Standard Family Office
South Dakota
$638K – – –
WI
498
Wintrust Investments
Illinois
$637K +$1.21K +11 +0.2%
HWM
499
HB Wealth Management
Georgia
$637K +$5.52K +50 +0.9%
HSA
500
HBK Sorce Advisory
Pennsylvania
$635K +$26.4K +239 +4%
18 19
20
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