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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 %
LOPW
751
Live Oak Private Wealth
North Carolina
$276K -$116K -1,574 -30%
MC
752
Martin & Co
Tennessee
$276K -$34.8K -470 -11%
OC
753
Oppenheimer & Co
New York
$276K +$591 +8 +0.2%
CP
754
Covenant Partners
Tennessee
$273K – – –
FFA
755
Fragasso Financial Advisors
Pennsylvania
$273K +$273K +3,689 New
FEG
756
Fund Evaluation Group
Ohio
$272K – – –
PL
757
Plancorp LLC
Missouri
$269K – – –
MFGP
758
Marshall Financial Group (Pennsylvania)
Pennsylvania
$269K – – –
FCH
759
Freestone Capital Holdings
Washington
$268K +$24.4K +330 +10%
OA
760
Oxbow Advisors
Texas
$268K +$268K +3,620 New
CG
761
Corundum Group
Colorado
$267K -$29.9K -405 -10%
MI
762
Markston International
New York
$266K – – –
AAM
763
Autus Asset Management
Arizona
$266K +$266K +3,603 New
GC
764
Grimes & Company
Massachusetts
$263K – – –
CIC
765
Carnegie Investment Counsel
Ohio
$261K -$4.2K -57 -2%
FTC
766
Farmers Trust Company
Ohio
$260K – – –
FWIA
767
Fort Washington Investment Advisors
Ohio
$260K – – –
TI
768
Trexquant Investment
Connecticut
$259K +$259K +3,503 New
BCAM
769
Boston Common Asset Management
Massachusetts
$255K – – –
GIA
770
Guyasuta Investment Advisors
Pennsylvania
$255K – – –
GJIC
771
Gamble Jones Investment Counsel
California
$252K – – –
TIM
772
Tortoise Investment Management
New York
$251K – – –
BF
773
Blankinship & Foster
California
$250K – – –
SB
774
Strategic Blueprint
Georgia
$250K – – –
MWM
775
McNaughton Wealth Management
California
$247K – – –
29 30
31
32 33