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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 %
OIA
501
OneDigital Investment Advisors
Kansas
$781K +$263K +3,552 +51%
KM
502
Kalos Management
Georgia
$779K -$139K -1,812 -15%
CFFP
503
Center for Financial Planning
Michigan
$773K +$5.62K +76 +0.7%
FDCC
504
Foster Dykema Cabot & Co
Massachusetts
$769K -$31K -419 -4%
HS
505
Horan Securities
United States
$761K -$11.2K -151 -1%
BWA
506
BlueSky Wealth Advisors
North Carolina
$760K -$97.9K -1,283 -11%
VFA
507
Voya Financial Advisors
Connecticut
$756K -$23.2K -315 -3%
TFGT
508
TS Financial Group (TSFG)
Illinois
$756K – – –
BBA
509
BLB&B Advisors
Pennsylvania
$754K -$35.7K -482 -5%
NCM
510
Narwhal Capital Management
Georgia
$745K – – –
NEIRG
511
New England Investment & Retirement Group
Massachusetts
$741K +$522K +7,064 +238%
MW
512
MBL Wealth
North Carolina
$740K +$18.5K +251 +3%
IAN
513
Integrated Advisors Network
Texas
$740K +$94.7K +1,281 +15%
FFG
514
Fullen Financial Group
Ohio
$731K -$4.58K -62 -0.6%
FFN
515
Focus Financial Network
Minnesota
$730K -$11.3M -153,405 -94%
MWM
516
Modera Wealth Management
New Jersey
$723K +$1.48K +20 +0.2%
SHWM
517
Smith & Howard Wealth Management
Georgia
$720K -$51.1K -691 -7%
TFO
518
Tarbox Family Office
California
$719K – – –
IAIM
519
International Assets Investment Management
Florida
$715K +$308K +4,350 +76%
KA
520
Klingman & Associates
New York
$714K – – –
Deutsche Bank
521
Deutsche Bank
Germany
$714K +$18.8K +255 +3%
Renaissance Technologies
522
Renaissance Technologies
New York
$710K +$710K +9,600 New
WCM
523
Windsor Capital Management
Arizona
$707K -$99.4K -1,345 -12%
FG
524
Fiduciary Group
Georgia
$702K – – –
ZCI
525
Zevenbergen Capital Investments
Washington
$702K +$702K +9,500 New
19 20
21
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