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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 %
TF
1051
Theory Financial
Colorado
– -$211K -1,847 Closed
AC
1052
Abbrea Capital
California
– -$209K -1,830 Closed
WP
1053
WMS Partners
Maryland
– -$208K -1,826 Closed
EWM
1054
Empirical Wealth Management
Washington
– -$207K -1,815 Closed
KIG
1055
Kowal Investment Group
Wisconsin
– -$207K -1,815 Closed
WS
1056
Wedbush Securities
California
– -$206K -1,806 Closed
VBWMG
1057
Von Berge Wealth Management Group
California
– -$205K -1,800 Closed
MAC
1058
Mason & Associates (California)
California
– -$205K -1,792 Closed
OWMIAS
1059
One Wealth Management Investment & Advisory Services
Florida
– -$203K -1,777 Closed
AMM
1060
American Money Management
California
– -$202K -1,772 Closed
MWM
1061
McNaughton Wealth Management
California
– -$201K -1,761 Closed
IGWM
1062
ICA Group Wealth Management
Colorado
– -$130K -1,139 Closed
CBT
1063
CoreFirst Bank & Trust
Kansas
– -$125K -1,096 Closed
NCTC
1064
New Covenant Trust Company
Indiana
– -$114K -1,000 Closed
WIC
1065
Woodmont Investment Counsel
Tennessee
– -$108K -949 Closed
NIC
1066
Northwest Investment Counselors
Oregon
– -$90.4K -792 Closed
CCP
1067
Clarkston Capital Partners
Michigan
– -$67K -587 Closed
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$62.3K -546 Closed
PAM
1069
Palisade Asset Management
Minnesota
– -$45.7K -400 Closed
NCM
1070
Northwest Capital Management
Oregon
– -$45.2K -396 Closed
RA
1071
Rise Advisors
New York
– -$25.6K -225 Closed
CA
1072
CoreCap Advisors
Michigan
– -$20.3K -178 Closed
AIMA
1073
Ables Iannone Moore & Associates
Georgia
– -$19.2K -168 Closed
CP
1074
Castleview Partners
Texas
– -$16.6K -145 Closed
PP
1075
Pacifica Partners
Canada
– -$9.25K -82 Closed
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