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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 %
GGS
676
Galvin Gaustad & Stein
Arizona
$389K – – –
VNA
677
Valley National Advisers
Pennsylvania
$389K – – –
OIA
678
Optimum Investment Advisors
Illinois
$389K +$222 +3 +0.1%
ABC
679
Associated Banc-Corp
Wisconsin
$389K +$239K +5,535 +159%
CCM
680
Covington Capital Management
California
$388K – – –
SCM
681
SOL Capital Management
Maryland
$387K +$50.3K +680 +15%
CWM
682
Cordatus Wealth Management
Pennsylvania
$386K -$10.2K -138 -3%
PCA
683
Personal Capital Advisors
California
$385K -$3.77K -51 -1%
DA
684
Detalus Advisors
Missouri
$383K +$82K +1,109 +27%
WI
685
Wintrust Investments
Illinois
$379K +$379K +5,130 New
TI
686
Truepoint Inc
Ohio
$377K -$1.18K -16 -0.3%
BAM
687
Belpointe Asset Management
Nevada
$373K +$11.6K +157 +3%
SIM
688
Stratos Investment Management
Ohio
$373K +$373K +5,039 New
WC
689
Weil Company
California
$372K – – –
LI
690
LVZ Inc
Michigan
$370K -$22.4K -303 -6%
GFS
691
GYL Financial Synergies
Connecticut
$370K – – –
MFA
692
McClarren Financial Advisors
Pennsylvania
$369K +$74 +1 +0%
AWA
693
ARS Wealth Advisors
Florida
$367K +$74 +1 +0%
KCA
694
Karn Couzens & Associates
Connecticut
$365K – – –
SW
695
SteelPeak Wealth
California
$364K +$2.14K +29 +0.6%
PWA
696
Providence Wealth Advisors
Illinois
$364K +$2.29K +31 +0.6%
BWA
697
BDO Wealth Advisors
Florida
$361K – – –
ZF
698
Zhang Financial
Michigan
$361K +$370 +5 +0.1%
OFS
699
Orrstown Financial Services
Pennsylvania
$360K -$74.4K -992 -17%
CCP
700
Cassia Capital Partners
North Carolina
$360K – – –
26 27
28
29 30