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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 %
FPW
676
Flagship Private Wealth
Massachusetts
$326K +$326K +4,753 New
BOTW
677
Bank of the West
California
$326K +$326K +4,750 New
JG
678
Jefferies Group
New York
$325K – – –
SC
679
Savant Capital
Illinois
$321K +$321K +4,685 New
EWM
680
Evermay Wealth Management
Virginia
$317K +$5.96K +87 +2%
CBN
681
Cadence Bank NA
Texas
$316K -$104K -1,520 -25%
WOC
682
West Oak Capital
California
$315K – – –
HFP
683
Holistic Financial Partners
Indiana
$315K – – –
RZH
684
Relyea Zuckerberg Hanson
Connecticut
$314K – – –
BWM
685
BerganKDV Wealth Management
Minnesota
$312K – – –
PWM
686
PBMares Wealth Management
Virginia
$312K – – –
SCM
687
SOL Capital Management
Maryland
$312K +$30.9K +450 +11%
NIM
688
Northeast Investment Management
Massachusetts
$305K -$32.6K -475 -10%
Jane Street
689
Jane Street
New York
$305K +$305K +4,445 New
TSS
690
Two Sigma Securities
New York
$305K +$305K +4,452 New
BG
691
Bollard Group
Massachusetts
$304K -$90.9K -1,326 -23%
LFS
692
Lutz Financial Services
Nebraska
$304K -$14.5K -211 -5%
AWC
693
Abundance Wealth Counselors
Pennsylvania
$301K – – –
TF
694
TimeScale Financial
Massachusetts
$300K -$10.4K -152 -3%
OL
695
Optas LLC
Texas
$298K – – –
BFG
696
Bouchey Financial Group
New York
$298K +$298K +4,353 New
RA
697
Reby Advisors
Connecticut
$296K +$296K +4,311 New
9WM
698
9258 Wealth Management
Ohio
$295K +$295K +4,305 New
TCOV
699
Trust Company of Vermont
Vermont
$294K -$210K -3,059 -42%
AIA
700
Arbor Investment Advisors
North Carolina
$294K +$12.4K +180 +4%
26 27
28
29 30