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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$140M
2
Citigroup
Citigroup
New York
-$30.6M
3
Truist Financial
Truist Financial
North Carolina
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$19.3M
5
AAP
Arax Advisory Partners
Colorado
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
676
Acropolis Investment Management
Missouri
$124K -$12.2K -154 -9%
DSC
677
Duncker Streett & Co
Missouri
$122K – – –
HBW
678
Hazlett, Burt & Watson
West Virginia
$121K – – –
PLU
679
Performa Ltd (US)
South Carolina
$114K +$10.1K +127 +10%
SWA
680
SOA Wealth Advisors
New York
$110K +$79 +1 +0.1%
EK
681
Evensky & Katz
Florida
$107K +$159 +2 +0.1%
SC
682
Sierra Capital
Florida
$105K +$11.3K +142 +12%
BBHC
683
Brown Brothers Harriman & Co
New York
$103K – – –
TCOV
684
Trust Company of Vermont
Vermont
$103K +$103K +1,306 New
EDRH
685
Edmond de Rothschild Holding
Switzerland
$101K – – –
BTI
686
Blue Trust Inc
Georgia
$101K +$101K +1,008 New
1IA
687
1834 Investment Advisors
Wisconsin
$100K +$28.6K +362 +40%
MCM
688
Mill Capital Management
North Carolina
$99K – – –
BWL
689
Bogart Wealth LLC
Virginia
$96K -$8.23K -104 -8%
TC
690
Trust Company
Kansas
$96K – – –
TFP
691
Tilia Fiduciary Partners
North Carolina
$93K – – –
OSAM
692
O'Shaughnessy Asset Management
Connecticut
$92K +$8.99K +113 +11%
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$92K +$26.6K +336 +41%
CFD
694
Creative Financial Designs
Indiana
$90K +$79 +1 +0.1%
RG
695
Retirement Group
California
$88K -$7.09K -90 -7%
CBT
696
CoreFirst Bank & Trust
Kansas
$87K – – –
MA
697
Montag & Associates
Georgia
$85K – – –
ECG
698
Edge Capital Group
Georgia
$85K +$85K +1,069 New
POIA
699
Pin Oak Investment Advisors
Texas
$80K +$9.99K +126 +14%
EWM
700
Evermay Wealth Management
Virginia
$79K – – –
26 27
28
29 30