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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 %
SMC
451
Smith, Moore & Co
Missouri
$1.02M +$460K +6,218 +82%
AB
452
Atlas Brown
Kentucky
$1.01M -$52.1K -704 -5%
CFB
453
Cullen/Frost Bankers
Texas
$1.01M -$19.7K -266 -2%
RC
454
Roundview Capital
New Jersey
$1.01M – – –
LSAG
455
Lake Street Advisors Group
New Hampshire
$997K – – –
CA
456
Continuum Advisory
Idaho
$983K +$16K +207 +2%
UWM
457
USAdvisors Wealth Management
Minnesota
$980K -$72K -974 -7%
WC
458
Wealth CMT
New Jersey
$977K -$35.9K -485 -4%
PIA
459
Perennial Investment Advisors
California
$976K +$112K +1,515 +13%
SAS
460
SMI Advisory Services
Indiana
$969K +$969K +13,112 New
CT
461
Columbia Trust
Oregon
$953K – – –
CCP
462
Corient Capital Partners
California
$950K – – –
LWM
463
Lyell Wealth Management
California
$950K +$497K +6,725 +110%
DT
464
Diversified Trust
Tennessee
$949K -$73.2K -990 -7%
TSW
465
Thompson Siegel & Walmsley
Virginia
$949K – – –
CNAM
466
Campbell Newman Asset Management
Wisconsin
$949K – – –
WP
467
WealthSource Partners
California
$947K – – –
Charles Schwab
468
Charles Schwab
California
$939K +$458K +6,200 +95%
CT
469
Cambridge Trust
Massachusetts
$937K -$84.5K -1,143 -8%
CC
470
Cassaday & Co
Virginia
$924K +$48.7K +659 +6%
IF
471
Intrua Financial
Texas
$916K +$916K +11,670 New
HCIA
472
Hochman Cole Investment Advisors
Illinois
$909K -$64.4K -871 -7%
DAS
473
Dynamic Advisor Solutions
Arizona
$906K +$139K +1,878 +18%
KAM
474
Knightsbridge Asset Management
California
$906K +$906K +12,254 New
DBT
475
Dubuque Bank & Trust
Iowa
$902K -$148K -2,000 -14%
17 18
19
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