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iShares Russell Mid-Cap ETF
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Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Market Value Shares Shares
Change 		Shares
Change %
YWP
226
YorkBridge Wealth Partners
New York
$3.41M 49,720 – –
SJIM
227
St. Johns Investment Management
Florida
$3.4M 49,534 -741 -1%
APA
228
American Portfolios Advisors
New York
$3.39M 49,525 -2,397 -5%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$3.39M 49,439 +1,197 +2%
BCM
230
BTC Capital Management
Iowa
$3.37M 49,204 – –
CFG
231
Citizens Financial Group
Rhode Island
$3.33M 48,545 -1,376 -3%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$3.26M 47,481 +41,256 +663%
RWA
233
Ropes Wealth Advisors
Massachusetts
$3.24M 47,316 -90 -0.2%
EVM
234
Eaton Vance Management
Massachusetts
$3.21M 46,778 +13,450 +40%
SEI Investments
235
SEI Investments
Pennsylvania
$3.16M 46,097 -1,408 -3%
PFM
236
Phillips Financial Management
Indiana
$3.15M 45,960 -301 -0.7%
GWM
237
Geneos Wealth Management
Colorado
$3.1M 47,860 +9,802 +26%
MCWS
238
McKinley Carter Wealth Services
West Virginia
$3.02M 44,058 +11,298 +34%
BWA
239
Beam Wealth Advisors
Louisiana
$2.95M 43,033 -10,724 -20%
IDBONY
240
Israel Discount Bank of New York
New York
$2.93M 42,786 -9,332 -18%
EA
241
Elm Advisors
California
$2.92M 42,549 -6,276 -13%
CCT
242
Country Club Trust
Missouri
$2.9M 42,347 +1,775 +4%
HCMT
243
Highland Capital Management (Tennessee)
Tennessee
$2.81M 40,986 +2,781 +7%
IC
244
Intersect Capital
California
$2.81M 40,923 +1,144 +3%
NFG
245
Nadler Financial Group
Illinois
$2.78M 40,602 +3,821 +10%
BPA
246
Beacon Pointe Advisors
California
$2.78M 40,506 +8,654 +27%
EFS
247
Essex Financial Services
Connecticut
$2.75M 40,103 +4,570 +13%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$2.75M 40,082 -727 -2%
PBO
249
Peoples Bank (Ohio)
Ohio
$2.75M 40,089 +1,462 +4%
FCFC
250
First Commonwealth Financial Corp
Pennsylvania
$2.73M 39,868 -23,814 -37%
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