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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 %
TCOV
726
Trust Company of Vermont
Vermont
$317K – – –
AIA
727
Arbor Investment Advisors
North Carolina
$317K +$148 +2 +0%
WCWM
728
Willow Creek Wealth Management
California
$316K – – –
CAMG
729
CWA Asset Management Group
Florida
$315K +$315K +4,264 New
APW
730
Acima Private Wealth
Virginia
$314K – – –
MCM
731
Maryland Capital Management
Maryland
$313K – – –
LFS
732
Lutz Financial Services
Nebraska
$312K -$16.4K -222 -5%
Wellington Management Group
733
Wellington Management Group
Massachusetts
$311K – – –
AWP
734
Abacus Wealth Partners
California
$305K +$305K +4,128 New
PCMC
735
Private Capital Management (Colorado)
Colorado
$303K -$1.03K -14 -0.3%
AOWM
736
Alpha Omega Wealth Management
Virginia
$299K -$5.1K -69 -2%
CBOR
737
Community Bank of Raymore
Missouri
$299K – – –
OPS
738
Orion Portfolio Solutions
Nebraska
$297K +$297K +4,017 New
BFO
739
Biltmore Family Office
North Carolina
$296K – – –
JWM
740
JGP Wealth Management
Oregon
$296K – – –
TFA
741
TPG Financial Advisors
Oregon
$296K – – –
SG
742
StoneX Group
New York
$295K +$13.1K +177 +5%
AI
743
Accredited Investors
Minnesota
$291K – – –
WS
744
Wedbush Securities
California
$288K +$63.7K +861 +28%
FFG
745
Frisch Financial Group
New York
$285K +$443 +6 +0.2%
VC
746
Vicus Capital
Pennsylvania
$284K -$5.84K -79 -2%
Fisher Asset Management
747
Fisher Asset Management
Washington
$283K +$59.1K +800 +26%
BFS
748
Bickling Financial Services
Massachusetts
$283K +$283K +3,829 New
CCC
749
Crescent Capital Consulting
Louisiana
$282K – – –
PMG
750
ProVise Management Group
Florida
$277K -$4.44K -60 -2%
28 29
30
31 32