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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$922M
2
Bank of America
Bank of America
North Carolina
$4.25B
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$269M
4
FMI
Factory Mutual Insurance
Massachusetts
$24.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$729M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.69B
2
AssetMark Inc
AssetMark Inc
California
$101K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$582M
4
SV
Starboard Value
New York
$1.96M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
826
Keystone Financial Group (Kentucky)
Kentucky
$239K +$239K +3,057 New
JWM
827
JGP Wealth Management
Oregon
$238K – – –
WCG
828
Weaver Consulting Group
California
$237K – – –
1IA
829
1834 Investment Advisors
Wisconsin
$237K – – –
HCC
830
Hirtle Callaghan & Co
Pennsylvania
$237K +$237K +3,035 New
SWRP
831
Summit Wealth & Retirement Planning
California
$236K – – –
TA
832
TruWealth Advisors
Louisiana
$236K – – –
BZWA
833
Blue Zone Wealth Advisors
California
$236K +$236K +3,015 New
DFA
834
DHJJ Financial Advisors
Illinois
$235K – – –
EA
835
Eclectic Associates
California
$235K – – –
PCM
836
Pointe Capital Management
Michigan
$233K – – –
MIFH
837
Migdal Insurance & Financial Holdings
Israel
$232K +$232K +2,960 New
CCP
838
Cardan Capital Partners
Colorado
$231K – – –
RHP
839
Royal Harbor Partners
Texas
$231K – – –
FBT
840
First Bank & Trust
South Dakota
$230K – – –
TNBTD
841
Trustmark National Bank Trust Department
Mississippi
$228K – – –
GIA
842
GHP Investment Advisors
Colorado
$228K – – –
FIM
843
Fernwood Investment Management
Massachusetts
$228K +$2.81K +36 +1%
BFM
844
Boston Financial Management
Massachusetts
$227K – – –
KPWS
845
Kestra Private Wealth Services
Texas
$227K +$227K +2,902 New
EP
846
Edgestream Partners
New Jersey
$226K -$84.3K -1,077 -27%
FRA
847
Front Row Advisors
California
$226K – – –
FWM
848
Fairhaven Wealth Management
Illinois
$223K – – –
CC
849
Callan Capital
California
$222K – – –
BC
850
Burney Company
Virginia
$221K -$78 -1 -0%
32 33
34
35 36