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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 %
OCM
276
One Capital Management
California
$2.47M 33,420 -943 -3%
IBOK
277
Independence Bank of Kentucky
Kentucky
$2.46M 33,272 +2,726 +9%
VCM
278
Vivaldi Capital Management
Illinois
$2.45M 31,762 -1,200 -4%
CC
279
Courier Capital
New York
$2.4M 32,459 – –
Prudential Financial
280
Prudential Financial
New Jersey
$2.4M 32,467 +1,000 +3%
GHAM
281
Gilman Hill Asset Management
Connecticut
$2.38M 32,242 -6,765 -17%
SPC
282
Sigma Planning Corp
Michigan
$2.37M 32,059 -3,686 -10%
BWM
283
BT Wealth Management
Georgia
$2.36M 31,884 -4,354 -12%
WIA
284
World Investment Advisors
California
$2.35M 30,960 +1,583 +5%
AllianceBernstein
285
AllianceBernstein
Tennessee
$2.33M 31,573 -1,361 -4%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$2.33M 31,532 -28 -0.1%
MNBTD
287
Moody National Bank Trust Division
Texas
$2.31M 31,193 +31,193 New
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$2.3M 31,132 +553 +2%
HCM
289
Hollencrest Capital Management
California
$2.29M 31,025 -28 -0.1%
SB
290
Simmons Bank
Arkansas
$2.29M 30,996 -1,050 -3%
FBB
291
Fulton Breakefield Broenniman
Maryland
$2.29M 30,998 +460 +2%
EIG
292
Ellenbecker Investment Group
Wisconsin
$2.29M 30,975 -4,065 -12%
EK
293
Evensky & Katz
Florida
$2.29M 30,910 +683 +2%
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
$2.28M 30,777 +30,777 New
LWAC
295
Laurel Wealth Advisors (California)
California
$2.25M 30,466 +2,831 +10%
DWM
296
Dakota Wealth Management
Florida
$2.24M 30,283 -2,202 -7%
FMWA
297
Forvis Mazars Wealth Advisors
Missouri
$2.22M 29,995 +1,000 +3%
AFC
298
AFT Forsyth & Company
Florida
$2.21M 29,860 – –
DY
299
Dowling & Yahnke
California
$2.18M 29,515 -5,880 -17%
PFA
300
Pathway Financial Advisors
Vermont
$2.18M 28,351 – –
10 11
12
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