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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 %
SWP
251
Stratos Wealth Partners
Ohio
$2.85M 38,569 -219 -0.6%
FHC
252
First Horizon Corporation
Tennessee
$2.84M 38,479 +62 +0.2%
HCMT
253
Highland Capital Management (Tennessee)
Tennessee
$2.82M 38,201 -2,785 -7%
AL
254
Aspiriant LLC
California
$2.82M 38,203 -243 -0.6%
TC
255
Telemus Capital
Michigan
$2.82M 37,290 +5,780 +18%
FCFC
256
First Commonwealth Financial Corp
Pennsylvania
$2.81M 38,039 -1,829 -5%
CAC
257
Certified Advisory Corp
Florida
$2.8M 37,932 +37,932 New
WB
258
Webster Bank
Connecticut
$2.77M 37,425 -888 -2%
SNT
259
Security National Trust
West Virginia
$2.76M 37,253 -100 -0.3%
QCG
260
Quadrant Capital Group
Ohio
$2.75M 37,167 – –
SC
261
SouthState Corp
Florida
$2.73M 36,892 +1,207 +3%
State Street
262
State Street
Massachusetts
$2.72M 36,845 +9,339 +34%
FUBT
263
First United Bank & Trust
Maryland
$2.72M 36,727 +23,164 +171%
PBO
264
Peoples Bank (Ohio)
Ohio
$2.71M 36,632 -3,457 -9%
DTC
265
Davidson Trust Company
Washington
$2.69M 36,420 – –
SCA
266
Sage Capital Advisors
South Dakota
$2.63M 35,566 +7,797 +28%
ECM
267
Elgethun Capital Management
South Dakota
$2.63M 35,517 – –
FAG
268
Financial Advisory Group
Texas
$2.61M 35,328 – –
IWM
269
IHT Wealth Management
Illinois
$2.61M 35,311 +3,571 +11%
CTA
270
Chesley Taft & Associates
Illinois
$2.6M 34,500 +300 +0.9%
FANJ
271
Financial Architects (New Jersey)
New Jersey
$2.55M 34,492 +660 +2%
NSCM
272
New South Capital Management
Tennessee
$2.49M 33,725 +8,050 +31%
ACA
273
Anchor Capital Advisors
Massachusetts
$2.49M 33,616 +410 +1%
PMG
274
Private Management Group
California
$2.48M 33,548 – –
BPA
275
Beacon Pointe Advisors
California
$2.47M 33,405 -7,101 -18%
9 10
11
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