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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
Bank of America
North Carolina
+$42.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$22M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$20.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$688M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.6M
3
Goldman Sachs
Goldman Sachs
New York
-$40.6M
4
AIA
Angeles Investment Advisors
California
-$40.5M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
676
Financial Advocates Investment Management
Washington
$326K +$123K +1,113 +61%
UL
677
Unionview LLC
Washington
$325K – – –
CIBC World Market
678
CIBC World Market
Ontario, Canada
$325K – – –
RWA
679
Redhawk Wealth Advisors
Minnesota
$324K +$221 +2 +0.1%
TCM
680
Towercrest Capital Management
Pennsylvania
$323K +$108K +979 +50%
SRC
681
Sage Rhino Capital
California
$323K +$12.6K +114 +4%
UCMOK
682
United Capital Management of KS
Kansas
$322K -$18.2K -165 -5%
CHC
683
City Holding Co
West Virginia
$320K +$5.52K +50 +2%
CFG
684
Clayton Financial Group
Missouri
$319K +$4.34K +38 +1%
MWP
685
Madison Wealth Partners
Wisconsin
$319K +$2.54K +23 +0.8%
PP
686
Prosperity Planning
Missouri
$316K -$2.43K -22 -0.8%
Fisher Asset Management
687
Fisher Asset Management
Washington
$316K +$67.7K +613 +27%
KL
688
KilterHowling LLC
Colorado
$315K +$221 +2 +0.1%
SW
689
SlateStone Wealth
Florida
$315K +$315K +2,856 New
AWM
690
Apollon Wealth Management
South Carolina
$314K -$107K -974 -25%
YIA
691
YHB Investment Advisors
Connecticut
$314K +$25.4K +230 +9%
CWM
692
Cahill Wealth Management
Michigan
$309K – – –
FMTCOCP
693
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$306K +$4.64K +42 +2%
SPWG
694
Syntegra Private Wealth Group
Missouri
$305K – – –
OWM
695
Orgel Wealth Management
Wisconsin
$303K -$10.5K -95 -3%
ARG
696
Advisory Resource Group
Oklahoma
$302K +$12.8K +116 +4%
CG
697
Caprock Group
Idaho
$301K -$5.74K -52 -2%
LIA
698
LifePlan Investment Advisors
North Carolina
$300K – – –
CF
699
Corebridge Financial
Texas
$298K +$298K +2,700 New
RFWA
700
RPg Family Wealth Advisory
Massachusetts
$298K -$1.49M -13,474 -83%
26 27
28
29 30