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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
$1.26B
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$572M
4
RTS
Round Table Services
New Jersey
$34.6M
5
OC
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$41.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$641M
3
Wells Fargo
Wells Fargo
California
$2.94B
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
SS
Simplicity Solutions
Minnesota
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
601
Mutual of America Capital Management
New York
$505K – – –
JHCP
602
Jackson Hole Capital Partners
Oklahoma
$505K – – –
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$500K -$193K -2,614 -28%
FHA
604
Flagship Harbor Advisors
Massachusetts
$497K -$14.1K -191 -3%
MWM
605
Mission Wealth Management
California
$497K -$11.8K -160 -2%
FFBTD
606
First Financial Bank - Trust Division
Ohio
$495K – – –
RWM
607
Reston Wealth Management
Virginia
$494K -$50.5K -683 -9%
NFG
608
Next Financial Group
Texas
$493K +$35.6K +481 +8%
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$492K +$177K +2,394 +56%
SCA
610
Stillwater Capital Advisors
Pennsylvania
$490K -$1.94M -26,208 -80%
HCA
611
Harbour Capital Advisors
Virginia
$490K +$490K +6,625 New
WWM
612
Western Wealth Management
Colorado
$489K – – –
TFS
613
Thoroughbred Financial Services
Tennessee
$483K -$239K -3,233 -33%
PO
614
Private Ocean
California
$483K -$74 -1 -0%
CBT
615
Central Bank & Trust
Kentucky
$481K – – –
RCM
616
Radnor Capital Management
Pennsylvania
$479K -$14.4K -195 -3%
Financial Engines Advisors
617
Financial Engines Advisors
California
$479K -$13.2K -178 -3%
ZCA
618
Zeke Capital Advisors
Pennsylvania
$476K -$108K -1,459 -18%
BA
619
Bridgewater Advisors
New York
$476K +$476K +6,361 New
WI
620
Wedgewood Investors
Pennsylvania
$473K – – –
PTC
621
Philadelphia Trust Company
Pennsylvania
$471K – – –
NCM
622
Neumann Capital Management
California
$470K -$25.6K -346 -5%
JFA
623
JNBA Financial Advisors
Minnesota
$467K – – –
PB
624
Pinnacle Bancorp
Nebraska
$465K -$15.1K -204 -3%
MCA
625
Mercer Capital Advisers
New Jersey
$463K – – –
23 24
25
26 27