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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
1
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$572M
4
RTS
4
Round Table Services
New Jersey
$34.6M
5
OC
5
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$41.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$641M
3
Wells Fargo
3
Wells Fargo
California
$2.94B
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
SS
5
Simplicity Solutions
Minnesota
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
651
Baldwin Wealth Partners
Massachusetts
$427K – – –
AP
652
Adero Partners
California
$424K – – –
RB
653
Renasant Bank
Mississippi
$421K – – –
RA
654
Rodgers & Associates
Pennsylvania
$421K – – –
FFA
655
Founders Financial Alliance
North Carolina
$417K -$27.9K -366 -6%
CSIC
656
Clifford Swan Investment Counsel
California
$410K -$22K -298 -5%
CTA
657
Colonial Trust Advisors
South Carolina
$410K +$410K +5,550 New
SWA
658
SFMG Wealth Advisors
Texas
$409K – – –
HFS
659
HBC Financial Services
Washington
$407K +$255K +3,300 +168%
BCI
660
Brinker Capital Investments
Pennsylvania
$406K +$406K +5,497 New
BEAM
661
Baker Ellis Asset Management
Washington
$405K – – –
QAM
662
QCI Asset Management
New York
$405K – – –
MWM
663
Moulton Wealth Management
Washington
$403K +$403K +5,309 New
PAM
664
Palisade Asset Management
Minnesota
$401K +$2K +27 +0.5%
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$398K -$296 -4 -0.1%
BAMG
666
Brand Asset Management Group
Missouri
$398K – – –
FPCG
667
Fort Pitt Capital Group
Pennsylvania
$397K – – –
IC
668
Inverness Counsel
New York
$395K -$366K – –
DWT
669
Dorsey & Whitney Trust
South Dakota
$395K – – –
CBT
670
Capital Bank & Trust
California
$393K +$82.4K +1,115 +27%
BWP
671
Bernardo Wealth Planning
Pennsylvania
$392K -$42.5K -576 -10%
LA
672
Legacy Advisors
Pennsylvania
$392K -$37.7K -510 -9%
BW
673
Bison Wealth
Georgia
$391K -$18.5K -250 -5%
KCPG
674
Kavar Capital Partners Group
Kansas
$390K – – –
VNA
675
Valley National Advisers
Pennsylvania
$389K – – –
25 26
27
28 29