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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$641M
2
Wells Fargo
2
Wells Fargo
California
$2.94B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
SS
4
Simplicity Solutions
Minnesota
$453K
5
M&T Bank
5
M&T Bank
New York
$54.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LBD
826
Landsberg Bennett & Dubbaneh
Florida
$220K 2,926 +2,926 New
CWM
827
Chicago Wealth Management
Illinois
$220K 2,981 +2,981 New
FFA
828
Freedman Financial Associates
Massachusetts
$219K 2,957 – –
RHP
829
Royal Harbor Partners
Texas
$218K 2,948 – –
PFA
830
Plotkin Financial Advisors
Maryland
$216K 2,920 – –
PWM
831
Palumbo Wealth Management
New York
$215K 2,908 -151 -5%
BFM
832
Boston Financial Management
Massachusetts
$215K 2,903 +2,903 New
GIA
833
GHP Investment Advisors
Colorado
$215K 2,906 +2,906 New
KJHP
834
K.J. Harrison & Partners
Ontario, Canada
$214K 2,890 +2,890 New
FRA
835
Front Row Advisors
California
$213K 2,885 – –
FIM
836
Fernwood Investment Management
Massachusetts
$213K 2,884 +2,884 New
CA
837
CGN Advisors
Kansas
$212K 2,866 +2,866 New
FWM
838
Fairhaven Wealth Management
Illinois
$211K 2,851 +2,851 New
KIA
839
KCM Investment Advisors
California
$210K 2,836 +2,836 New
CC
840
Callan Capital
California
$210K 2,836 +2,836 New
PCTC
841
Perkins Coie Trust Company
Washington
$209K 2,824 – –
BC
842
Burney Company
Virginia
$209K 2,832 +2,832 New
JCM
843
Jag Capital Management
Missouri
$208K 2,811 +2,811 New
MSFS
844
Main Street Financial Solutions
Pennsylvania
$208K 2,819 +2,819 New
ACM
845
Alamar Capital Management
California
$208K 2,820 +2,820 New
SW
846
SkyOak Wealth
Michigan
$207K 2,642 -756 -22%
ICM
847
IMS Capital Management
Oregon
$207K 2,800 +2,800 New
LIM
848
Leavell Investment Management
Alabama
$207K 2,801 +2,801 New
BBNA
849
Bremer Bank National Association
Minnesota
$206K 2,789 +2,789 New
SCA
850
Snowden Capital Advisors
New York
$204K 2,762 -368 -12%
32 33
34
35 36