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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 %
PCTC
851
Perkins Coie Trust Company
Washington
$221K – – –
WJWM
852
Williams Jones Wealth Management
New York
$219K +$7.82K +100 +4%
AMM
853
American Money Management
California
$219K +$219K +2,800 New
BBNA
854
Bremer Bank National Association
Minnesota
$218K – – –
MAA
855
Matrix Asset Advisors
New York
$218K +$218K +2,782 New
MIA
856
MainStreet Investment Advisors
Illinois
$216K – – –
M
857
MOTCO
Texas
$215K – – –
CFS
858
CRA Financial Services
New Jersey
$215K – – –
PSF
859
Pacific Sun Financial
California
$214K +$214K +2,740 New
CBFP
860
Cedar Brook Financial Partners
Ohio
$213K -$127K -1,622 -37%
TFA
861
Transamerica Financial Advisors
Florida
$213K -$16.4K -210 -7%
HWM
862
HighMark Wealth Management
Minnesota
$213K – – –
JCM
863
Jag Capital Management
Missouri
$212K +$2.66K +34 +1%
NB
864
Nicolet Bankshares
Wisconsin
$211K -$3.13K -40 -1%
CCMG
865
Clark Capital Management Group
Pennsylvania
$211K +$9.06K +116 +4%
MIC
866
Meridian Investment Counsel
California
$208K – – –
MIAS
867
Mason Investment Advisory Services
Virginia
$208K – – –
CFA
868
Carroll Financial Associates
North Carolina
$206K – – –
SW
869
SkyOak Wealth
Michigan
$206K – – –
MFG
870
Magnus Financial Group
New York
$205K – – –
TCA
871
Transcend Capital Advisors
New Jersey
$205K +$205K +2,465 New
FFA
872
Fragasso Financial Advisors
Pennsylvania
$204K +$626 +8 +0.3%
PWM
873
Palumbo Wealth Management
New York
$204K +$702 +9 +0.3%
BMO
874
Beck Mack & Oliver
New York
$203K – – –
PTP
875
Platform Technology Partners
New York
$203K – – –
33 34
35
36 37