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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 %
BWA
476
BlueSky Wealth Advisors
North Carolina
$771K – – –
GW
477
GW & Wade
Massachusetts
$765K +$405K +5,899 +112%
SAS
478
Sanford Advisory Services
Michigan
$762K +$762K +11,117 New
CAM
479
Columbia Asset Management
Michigan
$758K +$69 +1 +0%
WA
480
Waverly Advisors
Alabama
$749K +$221 +3 +0%
WCM
481
Windsor Capital Management
Arizona
$747K -$4.04K -59 -0.5%
WWM
482
Windsor Wealth Management
Indiana
$747K – – –
FDCC
483
Foster Dykema Cabot & Co
Massachusetts
$742K -$184K -2,690 -20%
CG
484
Caprock Group
Idaho
$742K +$204K +2,977 +38%
FPS
485
Fieldpoint Private Securities
Connecticut
$742K +$434K +6,329 +141%
BBA
486
BLB&B Advisors
Pennsylvania
$732K -$11.7K -170 -2%
VFA
487
Voya Financial Advisors
Connecticut
$722K -$89.1K -1,303 -11%
RWM
488
RKL Wealth Management
Pennsylvania
$721K -$20.5K -299 -3%
HS
489
Horan Securities
United States
$716K +$69 +1 +0%
SHWM
490
Smith & Howard Wealth Management
Georgia
$715K +$6.51K +95 +0.9%
NP
491
NorthRock Partners
Minnesota
$713K -$99.3K -1,449 -12%
CFFP
492
Center for Financial Planning
Michigan
$712K -$152K -2,210 -18%
DAS
493
Dynamic Advisor Solutions
Arizona
$711K +$101K +1,468 +16%
TFGT
494
TS Financial Group (TSFG)
Illinois
$701K – – –
KWM
495
Kingsview Wealth Management
Oregon
$696K – – –
CFD
496
Creative Financial Designs
Indiana
$691K +$97.2K +1,418 +16%
NCM
497
Narwhal Capital Management
Georgia
$690K +$690K +10,072 New
ST
498
Smithfield Trust
Pennsylvania
$688K -$69.6K -1,015 -9%
BS
499
Boenning & Scattergood
Pennsylvania
$685K +$112K +1,636 +20%
FFG
500
Fullen Financial Group
Ohio
$682K +$7.54K +110 +1%
18 19
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