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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 %
SFG
301
Summit Financial Group
West Virginia
$2.02M +$54.6K +796 +3%
DP
302
Denver PWM
Colorado
$2.02M -$81.8K -1,212 -4%
FFC
303
Fure Financial Corporation
Minnesota
$2.01M +$78K +1,138 +4%
FHA
304
First Horizon Advisors
Tennessee
$2.01M -$23.8K -347 -1%
FMWA
305
Forvis Mazars Wealth Advisors
Missouri
$1.99M -$121K -1,770 -6%
SCA
306
Sage Capital Advisors
South Dakota
$1.99M +$864K +12,065 +77%
SCA
307
St. Clair Advisors
Ohio
$1.97M +$1.97M +28,800 New
FRA
308
Frank Rimerman Advisors
California
$1.95M +$1.95M +28,511 New
UBV
309
United Bank (Virginia)
Virginia
$1.93M +$1.07M +15,575 +124%
PCG
310
Private Capital Group
Connecticut
$1.92M -$105K -1,536 -5%
CFGS
311
Concourse Financial Group Securities
Alabama
$1.91M -$130K -1,896 -6%
LWAC
312
Laurel Wealth Advisors (California)
California
$1.89M -$97.3K -1,420 -5%
State Street
313
State Street
Massachusetts
$1.89M -$155K -2,267 -8%
BKA
314
Brick & Kyle Associates
Pennsylvania
$1.88M -$8.97K -131 -0.5%
EI
315
Ellevest Inc
New York
$1.87M – – –
HP
316
HT Partners
Connecticut
$1.85M +$1.61M +23,440 +667%
RSWM
317
Robertson Stephens Wealth Management
California
$1.84M +$350K +5,107 +23%
RIS
318
Retirement Income Solutions
Michigan
$1.83M -$10.1K -147 -0.5%
CAM
319
Cozad Asset Management
Illinois
$1.83M +$40.4K +590 +2%
LW
320
Linscomb Wealth
Texas
$1.83M -$20.3K -296 -1%
WAM
321
Weatherly Asset Management
California
$1.83M -$78.8K -1,150 -4%
FT
322
Fiduciary Trust
Massachusetts
$1.83M -$59.3K -864 -3%
KAH
323
Kathryn A. Hall
$1.82M – – –
GBT
324
Grove Bank & Trust
Florida
$1.79M – – –
TA
325
Tiedemann Advisors
New York
$1.79M – – –
11 12
13
14 15