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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 %
WPC
776
Wedmont Private Capital
Pennsylvania
$229K – – –
CWM
777
CCG Wealth Management
California
$228K -$33.2K -301 -13%
IA
778
Insight Advisors
Pennsylvania
$228K – – –
KAS
779
KPP Advisory Services
Kentucky
$228K – – –
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$227K +2,059 New
KA
781
Kovack Advisors
Florida
$227K +$227K +2,058 New
VWA
782
Visionary Wealth Advisors
Illinois
$227K -$16.8K -152 -7%
FWMM
783
Foundation Wealth Management (Missouri)
Missouri
$226K – – –
BFA
784
Beacon Financial Advisory
Ohio
$226K +$5.63K +51 +3%
GSC
785
Ground Swell Capital
South Carolina
$225K +$225K +2,035 New
PGA
786
Portland Global Advisors
Maine
$224K – – –
TPA
787
Trivium Point Advisory
Connecticut
$222K – – –
SVWG
788
Shared Vision Wealth Group
United States
$222K – – –
MHWM
789
Montz Harcus Wealth Management
Louisiana
$221K +$221 +2 +0.1%
OAS
790
Optivise Advisory Services
Tennessee
$219K +$219K +1,986 New
KWS
791
Keystone Wealth Services
California
$217K -$4.75K -43 -2%
WMA
792
West Michigan Advisors
Michigan
$215K -$5.63K -51 -3%
SC
793
Scotia Capital
Ontario, Canada
$214K – – –
SIAG
794
Safeguard Investment Advisory Group
California
$214K +$214K +1,935 New
RBFC
795
Roman Butler Fullerton & Co
Missouri
$210K +$222 +2 +0.1%
HNWA
796
Henrickson Nauta Wealth Advisors
Michigan
$210K – – –
Fayez Sarofim & Co
797
Fayez Sarofim & Co
Texas
$209K -$134K -1,212 -39%
AWM
798
Aprio Wealth Management
Georgia
$208K -$73K -661 -26%
RPGK
799
Retirement Planning Group (Kansas)
Kansas
$208K +$2.87K +26 +1%
CCG
800
Cypress Capital Group
Florida
$205K -$7.06K -64 -3%
30 31
32
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