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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 %
CWM
576
CMH Wealth Management
New Hampshire
$480K -$37K -540 -7%
BFC
577
Bedel Financial Consulting
Indiana
$476K – – –
EARNEST Partners
578
EARNEST Partners
Georgia
$476K +$289K +4,213 +155%
SWA
579
Stratos Wealth Advisors
Ohio
$476K +$476K +6,941 New
FHA
580
Flagship Harbor Advisors
Massachusetts
$473K +$100K +1,464 +27%
MWM
581
Mission Wealth Management
California
$472K +$25.4K +370 +6%
WDG
582
Wealth Dimensions Group
Ohio
$472K +$472K +6,881 New
AF
583
Advisornet Financial
Minnesota
$471K -$103K -1,510 -18%
JHCP
584
Jackson Hole Capital Partners
Oklahoma
$469K – – –
GWM
585
Greenhouse Wealth Management
Connecticut
$469K +$469K +6,838 New
MOACM
586
Mutual of America Capital Management
New York
$468K -$1.03M -15,000 -69%
NCM
587
Neumann Capital Management
California
$460K -$1.3K -19 -0.3%
FFBTD
588
First Financial Bank - Trust Division
Ohio
$459K – – –
RCM
589
Radnor Capital Management
Pennsylvania
$458K -$16.5K -240 -3%
Financial Engines Advisors
590
Financial Engines Advisors
California
$456K -$68K -993 -13%
ESB
591
Essex Savings Bank
Connecticut
$455K -$27.7K -405 -6%
WWM
592
Western Wealth Management
Colorado
$454K +$16.6K +242 +4%
PO
593
Private Ocean
California
$448K +$343 +5 +0.1%
Charles Schwab
594
Charles Schwab
California
$446K -$377K -5,500 -46%
CBT
595
Central Bank & Trust
Kentucky
$446K -$7.61K -111 -2%
PB
596
Pinnacle Bancorp
Nebraska
$446K – – –
WI
597
Wedgewood Investors
Pennsylvania
$438K -$4.11K -60 -0.9%
PTC
598
Philadelphia Trust Company
Pennsylvania
$437K – – –
HCM
599
Howland Capital Management
Massachusetts
$435K -$343 -5 -0.1%
SFS
600
Sowell Financial Services
Arkansas
$433K -$7.95K -116 -2%
22 23
24
25 26