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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
14.61%
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
NRA
5
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$7.93M -$219K -1,988 -3%
AAS
127
Avantax Advisory Services
Texas
$7.69M +$308K +2,795 +4%
FCAM
128
First Citizens Asset Management
North Carolina
$7.52M -$2.58M -23,407 -26%
SAM
129
Sequent Asset Management
Texas
$7.43M – – –
FFA
130
First Foundation Advisors
California
$7.37M +$5.71M +51,724 +343%
CI
131
Conning Inc
Connecticut
$7.29M +$586K +5,308 +9%
FCH
132
Freestone Capital Holdings
Washington
$7.24M -$535K -4,850 -7%
CGA
133
Crescent Grove Advisors
Illinois
$7.22M +$274K +2,482 +4%
SA
134
Sanctuary Advisors
Indiana
$7.2M +$7.2M +66,106 New
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.09M -$422K -3,822 -6%
PCM
136
Piedmont Capital Management
Montana
$7.05M – – –
JWCA
137
J.W. Cole Advisors
Florida
$6.98M -$180K -1,634 -3%
GIA
138
GHP Investment Advisors
Colorado
$6.98M -$244K -2,213 -3%
FMC
139
First Merchants Corp
Indiana
$6.84M -$87K -788 -1%
NA
140
NewEdge Advisors
Louisiana
$6.57M +$1.33M +12,085 +25%
TAM
141
Tocqueville Asset Management
New York
$6.56M -$180K -1,627 -3%
GCM
142
Geneva Capital Management
Wisconsin
$6.51M +$6.27M +56,806 +2,553%
SFS
143
Sowell Financial Services
Arkansas
$6.51M +$841K +7,623 +15%
SW
144
Simplicity Wealth
New Jersey
$6.41M -$1.5M -13,549 -19%
CG
145
Corundum Group
Colorado
$6.35M -$67.2K -609 -1%
WFAG
146
Wescott Financial Advisory Group
Pennsylvania
$6.32M +$262K +2,373 +4%
CA
147
Clearstead Advisors
Ohio
$6.09M +$5.63M +51,058 +1,247%
PFA
148
Petra Financial Advisors
Colorado
$6.08M +$241K +2,183 +4%
CCM
149
Condor Capital Management
New Jersey
$6.04M +$245K +2,217 +4%
MWM
150
Modera Wealth Management
New Jersey
$5.91M -$37.4K -339 -0.6%
4 5
6
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