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iShares Russell Mid-Cap ETF
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Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$572M
4
RTS
4
Round Table Services
New Jersey
$34.6M
5
OC
5
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$641M
2
Wells Fargo
2
Wells Fargo
California
$2.94B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
SS
4
Simplicity Solutions
Minnesota
$453K
5
M&T Bank
5
M&T Bank
New York
$54.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
226
Ropes Wealth Advisors
Massachusetts
$3.6M 46,763 -553 -1%
CFG
227
Citizens Financial Group
Rhode Island
$3.59M 48,538 -7 -0%
FNT
228
First National Trust
Pennsylvania
$3.59M 48,521 -2,678 -5%
CSM
229
CAMG Solamere Management
North Carolina
$3.57M 48,217 -1,828 -4%
SJIM
230
St. Johns Investment Management
Florida
$3.55M 48,008 -1,526 -3%
EVM
231
Eaton Vance Management
Massachusetts
$3.45M 46,718 -60 -0.1%
SEI Investments
232
SEI Investments
Pennsylvania
$3.43M 46,381 +284 +0.6%
GWM
233
Geneos Wealth Management
Colorado
$3.41M 43,908 -3,952 -8%
CRC
234
Curi RMB Capital
Illinois
$3.41M 46,057 -4,613 -9%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$3.38M 45,674 +5,592 +14%
PFM
236
Phillips Financial Management
Indiana
$3.37M 45,640 -320 -0.7%
CCT
237
Country Club Trust
Missouri
$3.34M 45,242 +2,895 +7%
MCWS
238
McKinley Carter Wealth Services
West Virginia
$3.26M 44,118 +60 +0.1%
BWA
239
Beam Wealth Advisors
Louisiana
$3.26M 44,114 +1,081 +3%
IC
240
Intersect Capital
California
$3.23M 43,718 +2,795 +7%
BB
241
Busey Bank
Illinois
$3.22M 43,550 -7,418 -15%
NFG
242
Nadler Financial Group
Illinois
$3.13M 42,362 +1,760 +4%
SWM
243
Spire Wealth Management
Virginia
$3.05M 41,274 +41,274 New
EA
244
Elm Advisors
California
$3M 40,546 -2,003 -5%
EFS
245
Essex Financial Services
Connecticut
$2.99M 40,393 +290 +0.7%
CWA
246
Clarus Wealth Advisors
Arizona
$2.99M 39,206 +610 +2%
AMG
247
Asset Management Group
Connecticut
$2.94M 39,800 – –
EWM
248
Evercore Wealth Management
New York
$2.87M 38,844 +61 +0.2%
IDBONY
249
Israel Discount Bank of New York
New York
$2.86M 38,735 -4,051 -9%
CL
250
Choreo LLC
Illinois
$2.86M 38,739 +4 +0%
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