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iShares Russell Mid-Cap ETF
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Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Market Value Shares Shares
Change 		Shares
Change %
AC
851
Asio Capital
Kentucky
$89K 1,300 – –
IA
852
IFP Advisors
Florida
$89K 1,313 +235 +22%
AIA
853
Arcadia Investment Advisors
Idaho
$85K 1,240 – –
KC
854
Knuff & Co
California
$83K 1,208 -84 -7%
CIR
855
Clear Investment Research
Georgia
$82K 1,196 -44 -4%
ACM
856
AUA Capital Management
Pennsylvania
$78K 1,141 +33 +3%
HI
857
Hudock Inc
Pennsylvania
$77K 1,136 – –
RWG
858
Regal Wealth Group
California
$74K 1,077 +3 +0.3%
ONST
859
Old North State Trust
North Carolina
$73K 1,068 -319 -23%
GWMIA
860
Global Wealth Management Investment Advisory
Florida
$73K 1,068 – –
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K 1,061 – –
WLPWM
862
Walled Lake Planning & Wealth Management
Illinois
$71K 1,032 +262 +34%
WFA
863
West Financial Advisors
Iowa
$71K 1,040 +1,040 New
DAC
864
Dividend Assets Capital
South Carolina
$62K 900 – –
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$62K 900 – –
IFAM
866
Institutional & Family Asset Management
Colorado
$59K 858 – –
AWG
867
Altus Wealth Group
Colorado
$58K 841 +841 New
PAI
868
Pittenger & Anderson Inc
Nebraska
$57K 825 – –
RTC
869
Riverview Trust Company
Washington
$55K 803 – –
OIS
870
Okabena Investment Services
Minnesota
$55K 800 – –
LS
871
Leelyn Smith
Illinois
$53K 768 – –
DWMG
872
DB Wealth Management Group
California
$53K 771 +771 New
FA
873
Fortis Advisors
Pennsylvania
$51K 749 +3 +0.4%
COCM
874
Charter Oak Capital Management
New Hampshire
$50K 734 +734 New
CIAS
875
Capital Investment Advisory Services
North Carolina
$48K 695 – –
33 34
35
36 37