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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 %
TA
776
TFG Advisers
Michigan
$247K +$12.7K +171 +5%
ERWM
777
Elk River Wealth Management
Colorado
$246K -$11.8K -160 -5%
LIA
778
LBMC Investment Advisors
Tennessee
$246K – – –
APW
779
Aurora Private Wealth
New Jersey
$245K -$342K -4,630 -58%
NPF
780
Norris Perne & French
Michigan
$245K – – –
IWP
781
Icon Wealth Partners
Texas
$245K +$245K +3,309 New
JIC
782
Joel Isaacson & Co
New York
$243K – – –
Neuberger Berman Group
783
Neuberger Berman Group
New York
$242K -$34.9K -471 -13%
PCS
784
Personal CFO Solutions
New Jersey
$242K -$25.1K -340 -9%
WW
785
Waterfront Wealth
Kansas
$242K – – –
EBT
786
Enterprise Bank & Trust
Massachusetts
$241K -$114K -1,540 -32%
SC
787
Scotia Capital
Ontario, Canada
$241K +$9.99K +135 +4%
VAM
788
Verity Asset Management
North Carolina
$241K +$241K +3,264 New
PP
789
Palladium Partners
Virginia
$240K – – –
PCIA
790
Prime Capital Investment Advisors
Kansas
$240K – – –
JIP
791
Jaffetilchin Investment Partners
Florida
$240K +$240K +3,246 New
AIM
792
Aspen Investment Management
Michigan
$239K – – –
HWM
793
HighMark Wealth Management
Minnesota
$239K +$296 +4 +0.1%
MAM
794
Madison Asset Management
Wisconsin
$239K +$239K +3,227 New
TF
795
TimeScale Financial
Massachusetts
$237K -$86.3K -1,169 -27%
WJWM
796
Williams Jones Wealth Management
New York
$237K – – –
IF
797
Ironwood Financial
Arizona
$236K +$148 +2 +0.1%
FAM
798
Formidable Asset Management
Ohio
$235K – – –
CMP
799
Courage Miller Partners
Virginia
$235K +$7.63K +103 +3%
TFA
800
Transamerica Financial Advisors
Florida
$234K -$52.3K -705 -18%
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32
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