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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 %
JFA
601
JNBA Financial Advisors
Minnesota
$433K +$252K +3,680 +140%
MCA
602
Mercer Capital Advisers
New Jersey
$429K – – –
BSB
603
Bangor Savings Bank
Maine
$428K +$2.4K +35 +0.6%
NFC
604
Northeast Financial Consultants
Connecticut
$426K – – –
NFG
605
Next Financial Group
Texas
$424K -$16.7K -243 -4%
IFO
606
Independent Family Office
New York
$423K -$93.5K -1,363 -18%
LWM
607
Lyell Wealth Management
California
$420K +$420K +6,120 New
SFG
608
StrategIQ Financial Group
Indiana
$418K -$51.3K -748 -11%
CCM
609
Colorado Capital Management
Colorado
$416K – – –
EE
610
EWG Elevate
California
$415K -$10.2K -149 -2%
KBFS
611
Kohmann Bosshard Financial Services
Ohio
$413K – – –
BAM
612
Barrett Asset Management
New York
$413K +$21.9K +320 +6%
EGA
613
E&G Advisors
Texas
$411K – – –
FAM
614
Flaharty Asset Management
Florida
$410K -$40.3K -588 -9%
WAG
615
Winthrop Advisory Group
Massachusetts
$406K +$480 +7 +0.1%
MA
616
MONECO Advisors
Connecticut
$406K +$26.6K +375 +7%
SWM
617
Segment Wealth Management
Texas
$405K – – –
BWP
618
Bernardo Wealth Planning
Pennsylvania
$403K -$15.1K -220 -4%
FPB
619
First PREMIER Bank
South Dakota
$403K -$6.85K -100 -2%
CSIC
620
Clifford Swan Investment Counsel
California
$401K – – –
FFA
621
Founders Financial Alliance
North Carolina
$398K -$1.36K -20 -0.3%
LA
622
Legacy Advisors
Pennsylvania
$398K – – –
HW
623
Hancock Whitney
Mississippi
$398K +$4.25K +62 +1%
OFS
624
Orrstown Financial Services
Pennsylvania
$397K -$274 -4 -0.1%
CL
625
CPWM LLC
Washington
$397K +$274 +4 +0.1%
23 24
25
26 27