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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 %
CGIM
401
Cannon Global Investment Management
Florida
$1.3M +$1.3M +17,600 New
EW
402
Evoke Wealth
California
$1.29M – – –
PAS
403
Park Avenue Securities
New York
$1.29M +$877K +11,859 +212%
FWP
404
FAS Wealth Partners
Kansas
$1.28M +$32.2K +436 +3%
OAM
405
Occidental Asset Management
California
$1.28M -$10.3K -140 -0.8%
PFWA
406
Paces Ferry Wealth Advisors
Georgia
$1.28M -$91.2K -1,233 -7%
GT
407
Greenleaf Trust
Michigan
$1.27M +$175K +2,368 +16%
PMFA
408
Plante Moran Financial Advisors
Michigan
$1.26M -$76.6K -1,037 -6%
WPA
409
West Paces Advisors
Georgia
$1.26M +$30K +406 +2%
FA
410
Fiducient Advisors
Illinois
$1.26M +$877K +11,862 +232%
PPP
411
Private Portfolio Partners
New Jersey
$1.25M -$26.6K -360 -2%
HFA
412
HC Financial Advisors
California
$1.24M – – –
1SB
413
1ST Source Bank
Indiana
$1.22M -$28.8K -390 -2%
WPC
414
White Pine Capital
Minnesota
$1.22M – – –
AC
415
Alley Company
Illinois
$1.21M – – –
WF
416
Welch & Forbes
Massachusetts
$1.2M -$41K -554 -3%
CCWA
417
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M -$7.98K -108 -0.7%
MMG
418
Monetary Management Group
Missouri
$1.17M – – –
WFA
419
WestHill Financial Advisors
California
$1.17M -$740 -10 -0.1%
PWM
420
Perigon Wealth Management
California
$1.16M – – –
CWM
421
Cornerstone Wealth Management
Missouri
$1.16M -$46K -622 -4%
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$1.15M +$59.9K +810 +5%
NFG
423
Nations Financial Group
Iowa
$1.15M +$33.7K +455 +3%
MHS
424
M Holdings Securities
Oregon
$1.15M +$21K +284 +2%
OFG
425
Oxford Financial Group
Indiana
$1.14M – – –
15 16
17
18 19