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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ACM
801
Advisors Capital Management
New Jersey
$234K 3,177 +3,177 New
EA
802
Emerald Advisors
Washington
$230K 3,117 – –
FBA
803
Front Barnett Associates
Illinois
$228K 3,080 -1,070 -26%
BHIA
804
Birch Hill Investment Advisors
Massachusetts
$228K 3,080 – –
HCP
805
Holt Capital Partners
Texas
$228K 3,084 – –
SWA
806
SOA Wealth Advisors
New York
$228K 3,090 +181 +6%
TNBTD
807
Trustmark National Bank Trust Department
Mississippi
$227K 3,070 -286 -9%
EWP
808
Engrave Wealth Partners
Texas
$227K 3,068 -152 -5%
HB
809
Homrich & Berg
Georgia
$227K 3,068 -40 -1%
PCM
810
Poehling Capital Management
Wisconsin
$227K 3,076 – –
TAM
811
Townsend Asset Management
North Carolina
$227K 3,075 – –
WCAMG
812
Woodard & Company Asset Management Group
North Carolina
$227K 3,077 +8 +0.3%
ACM
813
AlphaStar Capital Management
North Carolina
$226K 3,062 – –
1IA
814
1834 Investment Advisors
Wisconsin
$224K 3,028 -92 -3%
WCG
815
Weaver Consulting Group
California
$224K 3,024 – –
FHC
816
First Heartland Consultants
Missouri
$224K 3,024 +3,024 New
SWRP
817
Summit Wealth & Retirement Planning
California
$223K 3,019 -283 -9%
CPSAC
818
Chas P. Smith & Associates (CPS)
Florida
$223K 3,012 – –
TA
819
TruWealth Advisors
Louisiana
$223K 3,012 – –
EB
820
Eastern Bank
Massachusetts
$223K 3,016 – –
KP
821
Keel Point
Alabama
$223K 3,012 +2 +0.1%
GLA
822
Good Life Advisors
Pennsylvania
$223K 2,994 +2,994 New
EA
823
Eclectic Associates
California
$222K 3,000 – –
DFA
824
DHJJ Financial Advisors
Illinois
$222K 3,000 – –
PCM
825
Pointe Capital Management
Michigan
$220K 2,980 – –
31 32
33
34 35