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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 %
TFS
901
TrustCore Financial Services
Tennessee
$137K – – –
WLPWM
902
Walled Lake Planning & Wealth Management
Illinois
$132K +$30.4K +390 +30%
MAWCM
903
Mine & Arao Wealth Creation & Management
California
$122K – – –
RFA
904
Reilly Financial Advisors
California
$121K – – –
MAM
905
Meeder Asset Management
Ohio
$114K -$48.2K -618 -30%
WC
906
Westwind Capital
New Mexico
$113K – – –
EWM
907
Endurance Wealth Management
Rhode Island
$113K – – –
CIAS
908
Capital Investment Advisory Services
North Carolina
$112K -$19.1K -244 -15%
CAL
909
Capital Advisors Ltd
Ohio
$112K – – –
KIG
910
Kowal Investment Group
Wisconsin
$103K +$103K +1,321 New
AC
911
Asio Capital
Kentucky
$102K – – –
GRP
912
Global Retirement Partners
California
$102K – – –
AssetMark Inc
913
AssetMark Inc
California
$101K -$68.7M -879,567 -100%
ACM
914
AUA Capital Management
Pennsylvania
$99K – – –
AIA
915
Arcadia Investment Advisors
Idaho
$97K – – –
KC
916
Knuff & Co
California
$94K – – –
HI
917
Hudock Inc
Pennsylvania
$92K – – –
GWMIA
918
Global Wealth Management Investment Advisory
Florida
$91K +$18.6K +239 +26%
SCA
919
Stonebridge Capital Advisors
Minnesota
$90K -$90K -1,150 -50%
CMA
920
Cedar Mountain Advisors
Oregon
$87K -$5.95K -76 -6%
CDIA
921
Capital Directions Investment Advisors
Georgia
$84K – – –
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K – – –
WFA
923
West Financial Advisors
Iowa
$81K – – –
CFO
924
CVA Family Office
Colorado
$80K -$230 -4 -0.3%
ADL
925
Asset Dedication LLC
California
$78K +$27.7K +352 +55%
35 36
37
38 39