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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
+$199M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$40.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
4
RTS
Round Table Services
New Jersey
+$17.2M
5
OC
Oakworth Capital
Alabama
+$12.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$39.1M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
3
Wells Fargo
Wells Fargo
California
-$27.5M
4
CWM
Connecticut Wealth Management
Connecticut
-$23M
5
SS
Simplicity Solutions
Minnesota
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
426
GW & Wade
Massachusetts
$1.14M +$317K +4,286 +38%
NEGWA
427
New England Guild Wealth Advisors
Connecticut
$1.14M – – –
Bank of Montreal
428
Bank of Montreal
Ontario, Canada
$1.13M -$3.96M -52,244 -78%
AIA
429
Armor Investment Advisors
North Carolina
$1.13M -$48K -649 -4%
MGIA
430
Moneta Group Investment Advisors
Missouri
$1.13M +$65.9K +891 +6%
IA
431
IFG Advisors
Missouri
$1.11M – – –
LC
432
LCNB Corp
Ohio
$1.11M -$40.7K -551 -4%
HWA
433
Heritage Wealth Advisors
Virginia
$1.11M – – –
ASN
434
Advisory Services Network
Georgia
$1.1M +$154K +2,087 +16%
CTC
435
Central Trust Company
Missouri
$1.09M -$177K -2,392 -14%
HCM
436
HMS Capital Management
Tennessee
$1.09M – – –
AWM
437
Avior Wealth Management
Nebraska
$1.09M +$74 +1 +0%
PIMG
438
Patriot Investment Management Group
Tennessee
$1.08M -$21.5K -291 -2%
PFG
439
Pacific Financial Group
Washington
$1.07M -$6.13K -83 -0.6%
TNB
440
TCF National Bank
South Dakota
$1.07M -$5.69K -77 -0.5%
VA
441
Valmark Advisers
Ohio
$1.07M -$7.69K -104 -0.7%
HT
442
Heritage Trust
Oklahoma
$1.07M -$74K -1,001 -6%
RDFA
443
Ritter Daniher Financial Advisory
Ohio
$1.06M +$39.6K +535 +4%
OWA
444
Outlook Wealth Advisors
Texas
$1.06M -$14.1K -191 -1%
EWA
445
EP Wealth Advisors
California
$1.05M -$125K -1,691 -11%
RWM
446
RKL Wealth Management
Pennsylvania
$1.05M +$275K +3,719 +35%
VC
447
Veracity Capital
Georgia
$1.05M +$296 +4 +0%
BFA
448
Bragg Financial Advisors
North Carolina
$1.05M +$653K +8,826 +164%
W
449
Wealthquest
Ohio
$1.05M – – –
FHB
450
First Hawaiian Bank
Hawaii
$1.04M +$152K +2,059 +17%
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