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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 %
BSB
626
Bangor Savings Bank
Maine
$461K – – –
NFC
627
Northeast Financial Consultants
Connecticut
$459K – – –
IA
628
IFP Advisors
Florida
$459K +$362K +4,924 +375%
GF
629
Gries Financial
Ohio
$458K +$458K +6,045 New
SFMG
630
Sage Financial Management Group
Virginia
$456K -$74.8K -1,013 -14%
VPIM
631
Vanguard Personalized Indexing Management
California
$454K +$454K +6,147 New
SS
632
Simplicity Solutions
Minnesota
$453K -$20.2M -273,553 -98%
HCM
633
Howland Capital Management
Massachusetts
$451K -$18.5K -250 -4%
SFG
634
StrategIQ Financial Group
Indiana
$451K – – –
CCM
635
Colorado Capital Management
Colorado
$448K – – –
BAM
636
Barrett Asset Management
New York
$446K – – –
KBFS
637
Kohmann Bosshard Financial Services
Ohio
$446K – – –
FWM
638
Frontier Wealth Management
Missouri
$444K -$97.4K -1,317 -18%
EGA
639
E&G Advisors
Texas
$444K – – –
ESB
640
Essex Savings Bank
Connecticut
$443K -$36.1K -500 -8%
FAM
641
Flaharty Asset Management
Florida
$443K – – –
SWM
642
Segment Wealth Management
Texas
$437K – – –
FPB
643
First PREMIER Bank
South Dakota
$435K – – –
FNBTCON
644
First National Bank & Trust Co of Newtown
Pennsylvania
$434K +$60.6K +820 +16%
FAIM
645
Financial Advocates Investment Management
Washington
$433K +$62.4K +843 +17%
SCM
646
Southport Capital Management
Tennessee
$431K +$431K +5,835 New
HW
647
Hancock Whitney
Mississippi
$429K – – –
CL
648
CPWM LLC
Washington
$429K +$296 +4 +0.1%
WAG
649
Winthrop Advisory Group
Massachusetts
$428K +$361 +5 +0.1%
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
$427K -$98.6K -1,334 -19%
24 25
26
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