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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TNBTD
751
Trustmark National Bank Trust Department
Mississippi
$230K 3,356 +3,356 New
EWP
752
Engrave Wealth Partners
Texas
$229K 3,220 -644 -17%
M
753
MOTCO
Texas
$229K 3,346 +998 +43%
MWM
754
McNaughton Wealth Management
California
$229K 3,337 +3,337 New
LIA
755
LBMC Investment Advisors
Tennessee
$228K 3,328 +3,328 New
NPF
756
Norris Perne & French
Michigan
$227K 3,308 +3,308 New
FCH
757
Freestone Capital Holdings
Washington
$226K 3,300 – –
SWRP
758
Summit Wealth & Retirement Planning
California
$226K 3,302 -2,206 -40%
JIC
759
Joel Isaacson & Co
New York
$225K 3,281 +3,281 New
PCIA
760
Prime Capital Investment Advisors
Kansas
$223K 3,250 -1,350 -29%
PP
761
Palladium Partners
Virginia
$223K 3,248 +3,248 New
HWM
762
HighMark Wealth Management
Minnesota
$221K 3,228 +4 +0.1%
CBFP
763
Cedar Brook Financial Partners
Ohio
$221K 3,224 +3,224 New
WW
764
Waterfront Wealth
Kansas
$221K 3,224 +3,224 New
SB
765
Sunflower Bank
Texas
$221K 3,228 +3,228 New
AIM
766
Aspen Investment Management
Michigan
$221K 3,230 +3,230 New
IF
767
Ironwood Financial
Arizona
$219K 3,194 +2 +0.1%
WJWM
768
Williams Jones Wealth Management
New York
$219K 3,200 +3,200 New
NB
769
Nicolet Bankshares
Wisconsin
$218K 3,181 +3,181 New
ACM
770
AlphaStar Capital Management
North Carolina
$217K 3,062 +3,062 New
TA
771
TFG Advisers
Michigan
$216K 3,164 +3,164 New
FAM
772
Formidable Asset Management
Ohio
$215K 3,160 +3,160 New
SCA
773
Snowden Capital Advisors
New York
$215K 3,130 +3,130 New
1IA
774
1834 Investment Advisors
Wisconsin
$214K 3,120 – –
EA
775
Emerald Advisors
Washington
$214K 3,117 +3,117 New
29 30
31
32 33