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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 %
CBFP
1026
Cedar Brook Financial Partners
Ohio
– -$708K -6,206 Closed
PPP
1027
Private Portfolio Partners
New Jersey
– -$693K -6,068 Closed
AIG
1028
American International Group
New York
– -$662K -5,800 Closed
CAM
1029
Crestone Asset Management
Colorado
– -$638K -5,586 Closed
GF
1030
Gries Financial
Ohio
– -$559K -4,900 Closed
EW
1031
Evoke Wealth
California
– -$544K -4,767 Closed
Millennium Management
1032
Millennium Management
New York
– -$518K -4,541 Closed
ITB
1033
Idaho Trust Bank
Idaho
– -$475K -4,164 Closed
WFM
1034
Wolff Financial Management
Michigan
– -$456K -3,991 Closed
CAG
1035
Csenge Advisory Group
Florida
– -$384K -3,365 Closed
DFG
1036
Delta Financial Group
New Jersey
– -$365K -3,198 Closed
EC
1037
Estate Counselors
Wisconsin
– -$329K -2,885 Closed
BBA
1038
Braun-Bostich & Associates
Pennsylvania
– -$326K -2,854 Closed
SPC
1039
Spirepoint Private Client
Florida
– -$321K -2,811 Closed
CIC
1040
Carnegie Investment Counsel
Ohio
– -$287K -2,513 Closed
AO
1041
Advisor OS
Illinois
– -$286K -2,506 Closed
WFA
1042
Websterrogers Financial Advisors
South Carolina
– -$280K -2,450 Closed
TI
1043
Trexquant Investment
Connecticut
– -$257K -2,252 Closed
1WM
1044
1900 Wealth Management
Texas
– -$248K -2,169 Closed
MIA
1045
MainStreet Investment Advisors
Illinois
– -$245K -2,150 Closed
RW
1046
RVW Wealth
California
– -$240K -2,105 Closed
SFP
1047
Shepherd Financial Partners
Massachusetts
– -$240K -2,104 Closed
SW
1048
SteelPeak Wealth
California
– -$223K -1,950 Closed
TAM
1049
TCP Asset Management
Ohio
– -$219K -1,921 Closed
WF
1050
Welch & Forbes
Massachusetts
– -$214K -1,873 Closed
40 41
42
43 44