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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 %
VW
151
Vance Wealth
California
$5.91M +$134K +1,216 +2%
SYBT
152
Stock Yards Bank & Trust
Kentucky
$5.9M +$1.16M +10,544 +25%
MFG
153
Mainsail Financial Group
Washington
$5.85M +$941K +8,531 +19%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$5.8M +$448K +4,063 +8%
FHA
155
First Horizon Advisors
Tennessee
$5.76M +$11.4K +103 +0.2%
FC
156
Forte Capital
New York
$5.73M -$195K -1,763 -3%
ML
157
McAdam LLC
Pennsylvania
$5.57M -$37.5K -340 -0.7%
ERFOTCOFW
158
Employees Retirement Fund of the City of Fort Worth
Texas
$5.38M +$5.38M +48,752 New
PCG
159
Prosperity Consulting Group
Maryland
$5.3M -$42.9K -389 -0.8%
William Blair & Company
160
William Blair & Company
Illinois
$5.29M -$401K -3,634 -7%
PIA
161
Powell Investment Advisors
Florida
$5.24M +$58K +526 +1%
CHAM
162
Clear Harbor Asset Management
Connecticut
$5.24M +$303K +2,742 +6%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$5.23M -$132K -1,194 -2%
LF
164
Lee Financial
Texas
$5.2M -$38.5K -349 -0.7%
AA
165
Axiom Advisory
California
$5.17M +$5.17M +47,046 New
GVAG
166
Great Valley Advisor Group
Delaware
$5.15M +$241K +2,185 +5%
HCA
167
Heck Capital Advisors
Wisconsin
$5.15M -$7.3M -66,194 -59%
FTS
168
Fifth Third Securities
Ohio
$5.12M -$50.2K -455 -1%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$5.1M -$141K -1,281 -3%
9WM
170
9258 Wealth Management
Ohio
$5.04M -$361K -3,275 -7%
MBI
171
May Barnhard Investments
Maryland
$5.02M -$770K -6,974 -13%
Citigroup
172
Citigroup
New York
$5M -$716K -6,492 -13%
Cerity Partners
173
Cerity Partners
New York
$4.97M +$292K +2,644 +6%
TPCW
174
TD Private Client Wealth
New York
$4.93M -$353K -3,199 -7%
Lido Advisors
175
Lido Advisors
California
$4.84M +$7.17K +65 +0.1%
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7
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