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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
1
Huntington National Bank
Ohio
$41.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$641M
3
Wells Fargo
3
Wells Fargo
California
$2.94B
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
SS
5
Simplicity Solutions
Minnesota
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
326
Fiduciary Trust
Massachusetts
$1.93M -$32.5K -440 -2%
GBT
327
Grove Bank & Trust
Florida
$1.93M – – –
WAM
328
Weatherly Asset Management
California
$1.93M -$34.7K -470 -2%
RG
329
Rikoon Group
New Mexico
$1.9M – – –
HI
330
Horizon Investments
North Carolina
$1.9M +$1.9M +25,707 New
CPIG
331
Chicago Partners Investment Group
Illinois
$1.88M +$10.3K +131 +0.5%
PA
332
Procyon Advisors
Connecticut
$1.86M -$54.8K -741 -3%
CCG
333
Cypress Capital Group
Florida
$1.81M -$7.39K -100 -0.4%
Principal Financial Group
334
Principal Financial Group
Iowa
$1.8M -$2.24M -30,323 -55%
DP
335
Denver PWM
Colorado
$1.79M +$69.6K +1,212 +4%
CFGS
336
Concourse Financial Group Securities
Alabama
$1.76M -$308K -4,164 -15%
VR
337
Viridian RIA
Washington
$1.75M -$1.65M -24,125 Closed
LNC
338
Lincoln National Corp
Pennsylvania
$1.75M +$127K +1,718 +8%
HF
339
Halpern Financial
Virginia
$1.74M -$104K -1,400 -6%
FPS
340
Fieldpoint Private Securities
Connecticut
$1.74M +$938K +12,687 +117%
MIAN
341
Mariner Independent Advisor Network
Kansas
$1.71M -$22.5K -304 -1%
FNBOO
342
First National Bank of Omaha
Nebraska
$1.71M -$12.6K -170 -0.7%
AA
343
Ancora Advisors
Ohio
$1.68M -$19.4K -263 -1%
FPGK
344
Financial Partners Group (Kansas)
Kansas
$1.67M -$38.1K -515 -2%
SIC
345
Samalin Investment Counsel
New York
$1.66M +$4.88K +66 +0.3%
FFS
346
Founders Financial Securities
Maryland
$1.65M -$75.6K -1,022 -4%
PFS
347
Prospera Financial Services
Texas
$1.65M -$17.5K -237 -1%
SSWM
348
Smith Salley Wealth Management
North Carolina
$1.65M +$1.65M +22,289 New
SS
349
Sunbelt Securities
Texas
$1.64M +$1M +13,576 +157%
LL
350
LPWM LLC
Minnesota
$1.64M +$83.5K +1,113 +5%
12 13
14
15 16