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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 %
MBT
351
Montecito Bank & Trust
California
$1.47M -$181K -2,641 -11%
HTC
352
Haverford Trust Company
Pennsylvania
$1.47M – – –
LL
353
LPWM LLC
Minnesota
$1.42M +$330K +4,810 +30%
BFO
354
Boston Family Office
Massachusetts
$1.42M -$7.13K -104 -0.5%
RMDI
355
R.M. Davis Inc
Maine
$1.42M -$33.4K -488 -2%
PFP
356
Pinnacle Financial Partners
Tennessee
$1.4M – – –
SFA
357
Seneca Financial Advisors
New York
$1.39M +$1.39M +20,315 New
JWCA
358
J.W. Cole Advisors
Florida
$1.39M +$748K +10,914 +116%
PFC
359
Phocas Financial Corp
California
$1.39M -$1.16M – –
FNB
360
Farmers National Bank
Kentucky
$1.38M +$1.38M +20,062 New
AC
361
Abbrea Capital
California
$1.37M -$49.9K -728 -4%
IRC
362
Investors Research Corp
Georgia
$1.37M – – –
WWA
363
WC Walker & Associates
California
$1.36M +$1.36M +18,281 New
CWM
364
Calamos Wealth Management
Illinois
$1.36M -$27.8K -405 -2%
FCI
365
Financial Counselors Inc
Kansas
$1.34M +$37.2K +542 +3%
PRWA
366
Platte River Wealth Advisors
Colorado
$1.34M +$19.3K +270 +1%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.33M – – –
WPC
368
Waters Parkerson & Co
Louisiana
$1.32M -$39.6K -578 -3%
BTW
369
Boston Trust Walden
Massachusetts
$1.32M +$20K +292 +2%
VVP
370
Venture Visionary Partners
Ohio
$1.29M +$555K +8,097 +76%
OLA
371
Oliver Luxxe Assets
New Jersey
$1.29M +$63.4K +897 +5%
CG
372
Cynosure Group
Utah
$1.28M – – –
LBC
373
Lowe Brockenbrough & Co
Virginia
$1.28M +$21.9K +319 +2%
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$3.15K +46 +0.2%
PA
375
Parallel Advisors
California
$1.27M +$331K +4,820 +35%
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15
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