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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 %
PFWA
376
Paces Ferry Wealth Advisors
Georgia
$1.27M -$35.2K -514 -3%
HPWM
377
Highland Private Wealth Management
Washington
$1.27M – – –
SIA
378
SkyView Investment Advisors
New Jersey
$1.27M +$1.27M +18,447 New
CAS
379
Coppell Advisory Solutions
Texas
$1.26M +$1.26M +18,378 New
CGA
380
Crescent Grove Advisors
Illinois
$1.25M +$2.4K +35 +0.2%
BCA
381
Berman Capital Advisors
Georgia
$1.25M -$713K -10,407 -36%
PMFA
382
Plante Moran Financial Advisors
Michigan
$1.24M – – –
FMBTD
383
First Midwest Bank Trust Division
Illinois
$1.23M +$2.6K +38 +0.2%
OAM
384
Occidental Asset Management
California
$1.2M +$274 +4 +0%
EW
385
Evoke Wealth
California
$1.2M – – –
CWA
386
Centennial Wealth Advisory
Michigan
$1.19M +$1.19M +17,364 New
PPP
387
Private Portfolio Partners
New Jersey
$1.18M -$180K -2,626 -13%
MPCG
388
Matrix Private Capital Group
New York
$1.18M +$52.6K +768 +5%
CTC
389
Central Trust Company
Missouri
$1.17M – – –
FWP
390
FAS Wealth Partners
Kansas
$1.16M -$7.95K -116 -0.7%
1SB
391
1ST Source Bank
Indiana
$1.16M +$13.7K +200 +1%
MWM
392
Meridian Wealth Management
Kentucky
$1.16M +$380K +5,552 +49%
HFA
393
HC Financial Advisors
California
$1.15M – – –
WF
394
Welch & Forbes
Massachusetts
$1.15M -$103K -1,500 -8%
WPA
395
West Paces Advisors
Georgia
$1.14M +$13.7K +200 +1%
WPC
396
White Pine Capital
Minnesota
$1.13M +$47.3K +691 +4%
SFA
397
Sequoia Financial Advisors
Ohio
$1.13M +$274 +4 +0%
AC
398
Alley Company
Illinois
$1.12M – – –
CWM
399
Cornerstone Wealth Management
Missouri
$1.11M +$619K +9,032 +125%
CCWA
400
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M -$13.3K -194 -1%
14 15
16
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