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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
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$572M
4
RTS
Round Table Services
New Jersey
$34.6M
5
OC
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$41.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$641M
3
Wells Fargo
Wells Fargo
California
$2.94B
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
SS
Simplicity Solutions
Minnesota
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMC
351
Heritage Investors Management Corp
Maryland
$1.64M -$29.9K -404 -2%
NCG
352
Newport Capital Group
New Jersey
$1.63M -$37.3K -504 -2%
PFP
353
Pinnacle Financial Partners
Tennessee
$1.62M +$55K +769 +4%
NGA
354
Naples Global Advisors
Florida
$1.62M -$32.2K -435 -2%
HAFS
355
Hapanowicz & Associates Financial Services
Pennsylvania
$1.61M -$49.7K -673 -3%
BCM
356
BTR Capital Management
California
$1.6M – – –
FCI
357
Financial Counselors Inc
Kansas
$1.59M +$151K +2,039 +10%
HTC
358
Haverford Trust Company
Pennsylvania
$1.59M – – –
MG
359
Mather Group
Illinois
$1.55M -$150K -2,033 -9%
BFO
360
Boston Family Office
Massachusetts
$1.53M – – –
RMDI
361
R.M. Davis Inc
Maine
$1.53M – – –
MBT
362
Montecito Bank & Trust
California
$1.5M -$88.5K -1,197 -6%
CWA
363
Centennial Wealth Advisory
Michigan
$1.49M +$203K +2,753 +16%
TCM
364
Twele Capital Management
Minnesota
$1.49M +$1.49M +20,117 New
SFA
365
Seneca Financial Advisors
New York
$1.45M -$51.8K -700 -3%
FNB
366
Farmers National Bank
Kentucky
$1.45M -$33.6K -455 -2%
CWM
367
Calamos Wealth Management
Illinois
$1.44M -$18.5K -250 -1%
Bessemer Group
368
Bessemer Group
New Jersey
$1.44M -$203K -2,741 -12%
Lazard Asset Management
369
Lazard Asset Management
New York
$1.44M – – –
RWB
370
RMR Wealth Builders
New Jersey
$1.44M +$1.02M +13,732 +242%
WPC
371
Waters Parkerson & Co
Louisiana
$1.43M +$8.5K +115 +0.6%
JWCA
372
J.W. Cole Advisors
Florida
$1.43M -$70.5K -954 -5%
AC
373
Abbrea Capital
California
$1.43M -$52.6K -711 -4%
BTW
374
Boston Trust Walden
Massachusetts
$1.42M – – –
PRWA
375
Platte River Wealth Advisors
Colorado
$1.42M -$834 -11 -0.1%
13 14
15
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