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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$74.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.7M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$39.5M
4
CAM
Congress Asset Management
Massachusetts
+$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
-$73.1M
2
Bank of America
Bank of America
North Carolina
-$47.6M
3
M&T Bank
M&T Bank
New York
-$44.3M
4
Barclays
Barclays
United Kingdom
-$39.2M
5
AP
Advisors Preferred
Maryland
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
526
Nadler Financial Group
Illinois
$201K +$201K +2,640 New
RSWM
527
Robertson Stephens Wealth Management
California
$201K +$201K +2,646 New
Victory Capital Management
528
Victory Capital Management
Texas
$195K -$22K -288 -10%
CBT
529
Capital Bank & Trust
California
$185K – – –
CIR
530
Clear Investment Research
Georgia
$176K -$19.2K -252 -10%
WB
531
West Bancorporation
Iowa
$174K +$174K +2,282 New
LWCFA
532
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K – – –
CCA
533
Column Capital Advisors
Indiana
$165K +$165K +2,168 New
PO
534
Private Ocean
California
$159K +$24.6K +322 +18%
TL
535
TrueWealth LLC
Georgia
$157K – – –
BA
536
Ballast Advisors
Minnesota
$157K +$157K +2,062 New
CL
537
Cabana LLC
Arkansas
$155K +$155K +2,026 New
BBHC
538
Brown Brothers Harriman & Co
New York
$154K – – –
Federated Hermes
539
Federated Hermes
Pennsylvania
$154K +$154K +2,024 New
FGAM
540
Financial Gravity Asset Management
Texas
$153K – – –
CHC
541
City Holding Co
West Virginia
$142K – – –
1IA
542
1834 Investment Advisors
Wisconsin
$139K -$3.64M -47,740 -96%
DSC
543
Duncker Streett & Co
Missouri
$137K +$137K +1,790 New
HFS
544
HBC Financial Services
Washington
$131K +$131K +1,700 New
WAM
545
Wolverine Asset Management
Illinois
$129K -$45.7K -600 -26%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$127K +$40.5K +530 +47%
SWM
547
Sugarloaf Wealth Management
Georgia
$127K +$127K +1,668 New
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$124K +$44.8K +588 +57%
EK
549
Evensky & Katz
Florida
$123K +$9.6K +126 +8%
KPCM
550
Kings Point Capital Management
New York
$121K – – –
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