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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 %
First Manhattan
876
First Manhattan
New York
$155K 2,101 +601 +40%
SIM
877
Sonora Investment Management
Arizona
$153K 2,075 +2,075 New
CB
878
Community Bank
New York
$149K 2,016 +242 +14%
ONST
879
Old North State Trust
North Carolina
$147K 1,983 +915 +86%
FDCDDQ
880
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K 1,985 – –
LAS
881
Lloyd Advisory Services
Georgia
$140K 1,887 +185 +11%
AIC
882
Archer Investment Corporation
Indiana
$134K 1,809 – –
MLFP
883
MPS Loria Financial Planners
Illinois
$131K 1,774 -476 -21%
MIM
884
Macroview Investment Management
Maryland
$131K 1,774 +11 +0.6%
TFS
885
TrustCore Financial Services
Tennessee
$130K 1,756 – –
WAP
886
Wealthcare Advisory Partners
Pennsylvania
$128K 1,730 +1,730 New
MAM
887
Meeder Asset Management
Ohio
$122K 1,651 – –
RFA
888
Reilly Financial Advisors
California
$114K 1,545 – –
MCM
889
MV Capital Management
Maryland
$111K 1,503 – –
FFW
890
Fusion Family Wealth
New York
$111K 1,500 – –
AWM
891
Atticus Wealth Management
Florida
$111K 1,500 – –
WC
892
Westwind Capital
New Mexico
$110K 1,490 +100 +7%
MAWCM
893
Mine & Arao Wealth Creation & Management
California
$110K 1,489 +907 +156%
GRP
894
Global Retirement Partners
California
$107K 1,445 -76 -5%
CAL
895
Capital Advisors Ltd
Ohio
$106K 1,435 – –
EWM
896
Endurance Wealth Management
Rhode Island
$106K 1,440 +15 +1%
CF
897
Centaurus Financial
California
$106K 1,440 +1,440 New
CFO
898
CVA Family Office
Colorado
$103K 1,392 – –
VBCG
899
Valley Brook Capital Group
Pennsylvania
$103K 1,400 – –
FPFS
900
First Personal Financial Services
North Carolina
$100K 1,356 – –
34 35
36
37 38