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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.

Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.61%
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
1
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
3
Goldman Sachs
New York
$75.6M
4
AIA
4
Angeles Investment Advisors
California
$0
5
CA
5
CSM Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GG
76
GenWealth Group
New Jersey
$17.7M 160,237 +2,018 +1%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$17.3M 156,772 -28,251 -15%
MML Investors Services
78
MML Investors Services
Massachusetts
$16.8M 152,630 +7,631 +5%
BCIM
79
Bishop & Co Investment Management
Pennsylvania
$16.8M 152,538 +50 +0%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$16.6M 150,087 -54 -0%
SF
81
Synovus Financial
Georgia
$16.4M 148,621 +1,099 +0.7%
Stifel Financial
82
Stifel Financial
Missouri
$16M 144,969 +21,461 +17%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$15.5M 140,107 +119,048 +565%
LFWA
84
LBJ Family Wealth Advisors
Texas
$15.3M 138,300 -2,462 -2%
PAG
85
Private Advisor Group
New Jersey
$15M 135,807 +1,777 +1%
SW
86
SVB Wealth
Massachusetts
$14.9M 135,020 +16,776 +14%
AFP
87
Ausdal Financial Partners
Iowa
$14.8M 134,251 -2,003 -1%
BF
88
BOK Financial
Oklahoma
$14.8M 134,034 -2,405 -2%
APP
89
Avantax Planning Partners
Iowa
$14.3M 129,990 -142,420 -52%
HIP
90
HUB Investment Partners
Texas
$14.3M 129,234 +13,694 +12%
KPWS
91
Kestra Private Wealth Services
Texas
$14.1M 128,121 -146 -0.1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$13.7M 124,295 -36,916 -23%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$13.5M 122,413 -3,776 -3%
JFG
94
JMG Financial Group
Illinois
$13.4M 121,609 -5,401 -4%
KAS
95
Kestra Advisory Services
Texas
$13.3M 123,029 -12,879 -9%
CRC
96
Curi RMB Capital
Illinois
$13.2M 120,052 -181 -0.2%
UB
97
UMB Bank
Missouri
$13.2M 119,350 -3,375 -3%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$13.1M 118,462 +11,799 +11%
CM
99
Churchill Management
California
$12.8M 116,322 -596 -0.5%
PF
100
Phoenix Financial
Israel
$12.5M 113,618 +8,297 +8%
2 3
4
5 6