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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 %
PA
326
Procyon Advisors
Connecticut
$1.77M -$2.88K -42 -0.2%
RG
327
Rikoon Group
New Mexico
$1.77M -$31.5K -459 -2%
NSCM
328
New South Capital Management
Tennessee
$1.76M +$782K +11,405 +80%
MWP
329
MYCIO Wealth Partners
Pennsylvania
$1.73M +$537K +7,841 +45%
HF
330
Halpern Financial
Virginia
$1.71M – – –
CPIG
331
Chicago Partners Investment Group
Illinois
$1.7M +$122K +1,716 +8%
CCG
332
Cypress Capital Group
Florida
$1.69M +$205K +2,995 +14%
VR
333
Viridian RIA
Washington
$1.65M -$173K -2,520 -9%
FPGK
334
Financial Partners Group (Kansas)
Kansas
$1.65M -$400K -5,608 -20%
Millennium Management
335
Millennium Management
New York
$1.64M +$1.64M +23,906 New
MIAN
336
Mariner Independent Advisor Network
Kansas
$1.6M +$436K +6,353 +37%
FFS
337
Founders Financial Securities
Maryland
$1.6M +$44.3K +646 +3%
FNBOO
338
First National Bank of Omaha
Nebraska
$1.59M -$96.7K -1,411 -6%
MG
339
Mather Group
Illinois
$1.57M -$1.12M -16,299 -42%
AA
340
Ancora Advisors
Ohio
$1.57M +$24.7K +360 +2%
HIMC
341
Heritage Investors Management Corp
Maryland
$1.55M -$96K -1,400 -6%
PFS
342
Prospera Financial Services
Texas
$1.55M +$1.39M +20,289 +890%
1WM
343
1900 Wealth Management
Texas
$1.54M +$1.54M +22,498 New
NCG
344
Newport Capital Group
New Jersey
$1.54M +$1.54M +22,485 New
HAFS
345
Hapanowicz & Associates Financial Services
Pennsylvania
$1.54M -$2.74K -40 -0.2%
SIC
346
Samalin Investment Counsel
New York
$1.54M +$234K +3,412 +18%
NGA
347
Naples Global Advisors
Florida
$1.53M -$353K -5,152 -19%
Bessemer Group
348
Bessemer Group
New Jersey
$1.52M +$898K +13,103 +144%
LNC
349
Lincoln National Corp
Pennsylvania
$1.5M -$63.4K -925 -4%
BCM
350
BTR Capital Management
California
$1.48M +$351K +5,120 +31%
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