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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
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
551
Smith, Moore & Co
Missouri
$521K -$145K -2,123 -22%
MA
552
MCF Advisors
Kentucky
$520K -$38.7K -564 -7%
AF
553
Arrow Financial
New York
$518K – – –
CRWM
554
Castle Rock Wealth Management
California
$518K +$518K +7,271 New
LFA
555
Legacy Financial Advisors
Kentucky
$515K -$123K -1,797 -19%
TCWA
556
Ten Capital Wealth Advisors
Washington
$507K -$18.8K -275 -4%
NEPPG
557
New England Professional Planning Group
Rhode Island
$505K – – –
RWM
558
Reston Wealth Management
Virginia
$505K +$1.58K +23 +0.3%
JWA
559
JFS Wealth Advisors
Pennsylvania
$504K -$41.1K -600 -8%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$504K -$25.1K -366 -5%
FWM
561
Frontier Wealth Management
Missouri
$502K -$275K -4,008 -35%
AWM
562
AAF Wealth Management
Massachusetts
$501K +$501K +7,309 New
TNB
563
Thomasville National Bank
Georgia
$501K +$24.1K +351 +5%
FWCM
564
Ferguson Wellman Capital Management
Oregon
$500K -$6.85K -100 -1%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$500K +$500K +7,293 New
DWP
566
Destiny Wealth Partners
Florida
$498K +$498K +7,266 New
FF
567
FourThought Financial
Florida
$497K +$497K +7,259 New
AWM
568
Altavista Wealth Management
North Carolina
$494K – – –
WPW
569
Waldron Private Wealth
Pennsylvania
$494K +$3.42K +50 +0.7%
WANY
570
Wealthspire Advisors (New York)
New York
$494K +$494K +7,200 New
LDB
571
Lee, Danner & Bass
Tennessee
$493K -$3.77K -55 -0.8%
SFMG
572
Sage Financial Management Group
Virginia
$493K +$493K +7,186 New
CSPIA
573
Cary Street Partners Investment Advisory
Virginia
$488K -$235K -3,425 -32%
SVWAG
574
Sound View Wealth Advisors Group
Georgia
$487K – – –
OIA
575
OneDigital Investment Advisors
Kansas
$481K +$480 +7 +0.1%
21 22
23
24 25