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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

812 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+100
Holders Change %
+14.04%
% of All Funds
14.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.89%
New
148
Increased
224
Reduced
261
Closed
37
Calls
$4.96M
Puts
$2.1M
Net Calls
+$2.86M
Net Calls Change
+$26.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$386M
2
Barclays
Barclays
United Kingdom
+$57.4M
3
Creative Planning
Creative Planning
Kansas
+$27.2M
4
TF
TIAA FSB
Florida
+$23.1M
5
PWS
Paragon Wealth Strategies
Florida
+$23.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.7M
2
Bessemer Group
Bessemer Group
New Jersey
-$78.4M
3
Wells Fargo
Wells Fargo
California
-$73.1M
4
UBS Group
UBS Group
Switzerland
-$53.3M
5
Goldman Sachs
Goldman Sachs
New York
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
551
Madison Asset Management
Wisconsin
$321K +$321K +3,128 New
BCM
552
Bourgeon Capital Management
Connecticut
$320K – – –
WA
553
WealthTrust Axiom
Pennsylvania
$319K – – –
TYCC
554
Texas Yale Capital Corp
Florida
$317K – – –
FIM
555
Fernwood Investment Management
Massachusetts
$317K – – –
ODIJL
556
One Day In July LLC
Vermont
$317K +$22.8K +222 +8%
FLA
557
Financial Life Advisors
Texas
$315K -$6.67K -65 -2%
HPWA
558
Hall Private Wealth Advisors
North Carolina
$315K +$315K +3,070 New
NFP
559
Novak Financial Planning
Maryland
$315K +$315K +3,072 New
HF
560
Halpern Financial
Virginia
$314K -$17K -166 -5%
PWM
561
Perigon Wealth Management
California
$314K – – –
IWS
562
Insight Wealth Strategies
California
$312K +$205 +2 +0.1%
IAN
563
Integrated Advisors Network
Texas
$310K +$8.82K +86 +3%
SMA
564
Sage Mountain Advisors
Georgia
$308K +$308K +3,002 New
LFAS
565
Level Four Advisory Services
Texas
$306K +$65.7K +641 +27%
PCG
566
Private Capital Group
Connecticut
$305K -$361K -3,524 -54%
VCP
567
Vista Capital Partners
Oregon
$304K -$19.1K -186 -6%
KPW
568
Kore Private Wealth
New York
$302K -$15.4K -150 -5%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$301K +$43.5K +424 +17%
CWM
570
CCG Wealth Management
California
$299K – – –
GG
571
Greenwood Gearhart
Arkansas
$299K +$299K +2,910 New
HFA
572
High Falls Advisors
New York
$297K +$297K +2,894 New
PCM
573
Parsons Capital Management
Rhode Island
$296K – – –
OC
574
Oarsman Capital
Wisconsin
$296K +$205 +2 +0.1%
GFG
575
Greystone Financial Group
Michigan
$295K +$295K +2,692 New
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