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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
AFIMH
2
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
3
Churchill Management
California
$8.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BPB
51
Badgley, Phelps & Bell
Washington
$16.1M 132,118 +1,099 +0.8%
HFS
52
Hantz Financial Services
Michigan
$15.7M 128,928 +128,928 New
UB
53
UMB Bank
Missouri
$15.2M 124,911 -7,879 -6%
Citigroup
54
Citigroup
New York
$14.5M 119,033 +4,819 +4%
EB
55
Eastern Bank
Massachusetts
$14.3M 117,577 +114,383 +3,581%
PWAG
56
Polaris Wealth Advisory Group
California
$14.2M 117,006 -106,258 -48%
OCM
57
One Capital Management
California
$14.2M 116,837 +3,977 +4%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$13.4M 110,054 +7,160 +7%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$13.4M 110,025 +26,613 +32%
IIC
60
Integrated Investment Consultants
Michigan
$13.3M 109,619 +6,127 +6%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$12.4M 102,033 -760 -0.7%
BF
62
BOK Financial
Oklahoma
$12.3M 100,758 -18,148 -15%
AI
63
Accredited Investors
Minnesota
$12.2M 100,128 -1,190 -1%
CA
64
Cetera Advisors
Colorado
$12M 98,917 +4,018 +4%
BDF
65
Balasa Dinverno & Foltz
$11.3M 169,103 +166,779 +7,176%
TWM
66
Tolleson Wealth Management
Texas
$11.3M 93,095 +93,095 New
Comerica Bank
67
Comerica Bank
Texas
$11M 80,290 -6,636 -8%
MML Investors Services
68
MML Investors Services
Massachusetts
$10.8M 89,192 +9,253 +12%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$10.7M 88,243 +67,291 +321%
NP
70
NorthRock Partners
Minnesota
$10.7M 87,987 -18,698 -18%
ACM
71
Anfield Capital Management
California
$10.3M 84,375 +2,855 +4%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M 84,279 +7,545 +10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$10.1M 83,217 -47,356 -36%
LFWA
74
LBJ Family Wealth Advisors
Texas
$10.1M 82,933 -4,782 -5%
JFG
75
JMG Financial Group
Illinois
$9.97M 81,955 +710 +0.9%
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