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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
$689M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
Goldman Sachs
New York
$75.6M
4
AIA
Angeles Investment Advisors
California
$0
5
CA
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YAL
1001
Your Advocates Ltd
Texas
$993 – – –
DWM
1002
Dogwood Wealth Management
Kansas
$884 +$884 +8 New
MFC
1003
Morris Financial Concepts
South Carolina
$883 – – –
BHWM
1004
Beaird Harris Wealth Management
Texas
$883 +$883 +8 New
T
1005
Tidemark
California
$772 -$5.07K -46 -87%
M
1006
MOTCO
Texas
$662 -$427K -3,873 -100%
AWM
1007
Angeles Wealth Management
California
$441 +$441 +4 New
PIS
1008
POM Investment Strategies
North Carolina
$11 -$116K -1,012 Closed
AIA
1009
Angeles Investment Advisors
California
– -$40.5M -354,500 Closed
NRA
1010
NSI Retail Advisors
Pennsylvania
– -$28.4M -249,000 Closed
CA
1011
CSM Advisors
Pennsylvania
– -$28.4M -249,000 Closed
PCM
1012
Penserra Capital Management
California
– -$6.09M -53,367 Closed
BA
1013
Bellwether Advisors
Nebraska
– -$5.21M -45,687 Closed
GAA
1014
Global Assets Advisory
Florida
– -$331K -37,545 Closed
ASFA
1015
All Season Financial Advisors
Colorado
– -$3.42M -29,991 Closed
LNC
1016
Lincoln National Corp
Pennsylvania
– -$3.37M -29,497 Closed
NL
1017
NWAM LLC
Washington
– -$2.43M -21,623 Closed
Two Sigma Advisers
1018
Two Sigma Advisers
New York
– -$2.24M -19,600 Closed
VCM
1019
Virtue Capital Management
Tennessee
– -$1.95M -17,667 Closed
TRCT
1020
Tower Research Capital (TRC)
New York
– -$1.96M -17,131 Closed
MWM
1021
Meridian Wealth Management
Kentucky
– -$1.66M -14,551 Closed
MAM
1022
Meeder Asset Management
Ohio
– -$1.29M -11,267 Closed
CB
1023
Cadence Bank
Mississippi
– -$1.22M -10,710 Closed
CSPAM
1024
Cary Street Partners Asset Management
Virginia
– -$1.07M -9,388 Closed
SAW
1025
Signal Advisors Wealth
Michigan
– -$870K -7,624 Closed
39 40
41
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