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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
276
Private Management Group
California
$2.3M – – –
ACA
277
Anchor Capital Advisors
Massachusetts
$2.28M – – –
VCM
278
Vivaldi Capital Management
Illinois
$2.26M – – –
AllianceBernstein
279
AllianceBernstein
Tennessee
$2.26M +$597K +8,704 +36%
SCA
280
Stillwater Capital Advisors
Pennsylvania
$2.25M +$34.6K +504 +2%
DWM
281
Dakota Wealth Management
Florida
$2.23M – – –
CC
282
Courier Capital
New York
$2.23M – – –
SB
283
Simmons Bank
Arkansas
$2.2M – – –
WIA
284
World Investment Advisors
California
$2.18M +$283K +3,810 +15%
PWM
285
Provident Wealth Management
Tennessee
$2.18M -$12.9K -188 -0.6%
IWM
286
IHT Wealth Management
Illinois
$2.18M -$31.1K -453 -1%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$2.16M -$8.57K -125 -0.4%
TC
288
Telemus Capital
Michigan
$2.16M -$20.6K -300 -0.9%
Prudential Financial
289
Prudential Financial
New Jersey
$2.16M +$74.4K +1,085 +4%
AIC
290
Ameritas Investment Company
Nebraska
$2.15M +$372K +5,427 +21%
HCM
291
Hollencrest Capital Management
California
$2.13M +$8.64K +126 +0.4%
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$2.1M -$72.1K -1,053 -3%
IBOK
293
Independence Bank of Kentucky
Kentucky
$2.09M -$24.9K -363 -1%
FBB
294
Fulton Breakefield Broenniman
Maryland
$2.09M -$75K -1,094 -3%
EK
295
Evensky & Katz
Florida
$2.07M -$1.71K -25 -0.1%
AP
296
Appleton Partners
Massachusetts
$2.06M – – –
AFC
297
AFT Forsyth & Company
Florida
$2.05M -$72.7K -1,060 -3%
PFA
298
Pathway Financial Advisors
Vermont
$2.05M -$168K -2,326 -8%
FFWM
299
Future Financial Wealth Management
Ohio
$2.03M +$2.03M +29,608 New
GIM
300
Goelzer Investment Management
Indiana
$2.02M -$70.1K -1,023 -3%
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