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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$503M
3
AssetMark Inc
AssetMark Inc
California
$69.8M
4
Bank of America
Bank of America
North Carolina
$4.21B
5
HNB
Huntington National Bank
Ohio
$44.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.08B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.3B
3
Goldman Sachs
Goldman Sachs
New York
$264M
4
MSL
Mackay Shields LLC
New York
$0
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTP
876
Platform Technology Partners
New York
$205K +$205K +2,591 New
HCM
877
Hillman Capital Management
Maryland
$204K -$953 -12 -0.5%
SWP
878
Strategic Wealth Partners
Ohio
$204K +$204K +2,569 New
FFA
879
Freedman Financial Associates
Massachusetts
$203K -$30.8K -389 -13%
ARMC
880
American Research & Management Company
Massachusetts
$203K – – –
LNB
881
Ledyard National Bank
$203K +$203K +2,562 New
ARIS
882
Advanced Research Investment Solutions
California
$201K – – –
SBL
883
Sargent Bickham Lagudis
Colorado
$200K +$79 +1 +0%
LAM
884
LifePro Asset Management
California
$200K +$200K +2,528 New
HPC
885
HM Payson & Co
Maine
$193K – – –
PWA
886
Phoenix Wealth Advisors
North Carolina
$193K – – –
POIA
887
Pin Oak Investment Advisors
Texas
$193K +$2.38K +30 +1%
TH
888
TCTC Holdings
Texas
$192K +$9.75K +123 +5%
AW
889
Alaethes Wealth
Nevada
$190K +$190K +2,400 New
BCP
890
Blue Chip Partners
Michigan
$188K +$316 +4 +0.2%
FCM
891
Firestone Capital Management
Florida
$185K – – –
BA
892
Ballast Advisors
Minnesota
$183K +$11.3K +142 +7%
LWANC
893
Laurel Wealth Advisors (North Carolina)
North Carolina
$176K – – –
SCA
894
Stonebridge Capital Advisors
Minnesota
$176K +$88K +1,150 +100%
EIP
895
Ellis Investment Partners
Pennsylvania
$175K -$6.24K -79 -3%
SL
896
Savior LLC
Massachusetts
$172K -$2.46K -31 -1%
EAM
897
Eukles Asset Management
Ohio
$167K +$167K +2,102 New
First Manhattan
898
First Manhattan
New York
$166K – – –
CB
899
CNB Bank
Pennsylvania
$166K – – –
PGWM
900
Parisi Gray Wealth Management
New Jersey
$166K +$166K +2,096 New
34 35
36
37 38