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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 %
LGWM
876
Litman Gregory Wealth Management
California
$203K +$187K +2,390 +1,160%
CIBC World Market
877
CIBC World Market
Ontario, Canada
$203K +$203K +2,589 New
WAP
878
Wealthcare Advisory Partners
Pennsylvania
$203K +$203K +2,593 New
SWP
879
Strategic Wealth Partners
Ohio
$201K – – –
HCM
880
Hillman Capital Management
Maryland
$201K – – –
ARMC
881
American Research & Management Company
Massachusetts
$200K – – –
ARIS
882
Advanced Research Investment Solutions
California
$198K – – –
SBL
883
Sargent Bickham Lagudis
Colorado
$197K +$156 +2 +0.1%
BA
884
Ballast Advisors
Minnesota
$193K +$13K +166 +7%
HPC
885
HM Payson & Co
Maine
$190K – – –
PWA
886
Phoenix Wealth Advisors
North Carolina
$190K – – –
POIA
887
Pin Oak Investment Advisors
Texas
$190K – – –
AW
888
Alaethes Wealth
Nevada
$188K – – –
BCP
889
Blue Chip Partners
Michigan
$186K +$468 +6 +0.3%
FFA
890
Freedman Financial Associates
Massachusetts
$185K -$15.6K -200 -8%
FCM
891
Firestone Capital Management
Florida
$185K – – –
EIP
892
Ellis Investment Partners
Pennsylvania
$173K +$78 +1 +0%
CB
893
CNB Bank
Pennsylvania
$164K – – –
First Manhattan
894
First Manhattan
New York
$164K – – –
FDCDDQ
895
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
LWANC
896
Laurel Wealth Advisors (North Carolina)
North Carolina
$158K -$15.7K -200 -9%
CB
897
Community Bank
New York
$158K – – –
ONST
898
Old North State Trust
North Carolina
$155K – – –
AIC
899
Archer Investment Corporation
Indiana
$142K +$142K +1,809 New
MIM
900
Macroview Investment Management
Maryland
$139K – – –
34 35
36
37 38