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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 %
CICI
926
Capital Investment Counsel Inc
North Carolina
$51K 687 +316 +85%
VCM
927
Vigilant Capital Management
Maine
$49K 664 – –
AA
928
AlphaMark Advisors
Kentucky
$41K 550 – –
GLLW
929
Graves Light Lenhart Wealth
Virginia
$41K 552 – –
BAM
930
Bellevue Asset Management
Washington
$41K 550 +270 +96%
AWM
931
Accel Wealth Management
Iowa
$38K 508 – –
FWM
932
Focused Wealth Management
New York
$38K 516 – –
PFBT
933
Parkside Financial Bank & Trust
Missouri
$36K 492 – –
AWM
934
AllSquare Wealth Management
New York
$35K 480 – –
NG
935
NWK Group
California
$34K 458 -70 -13%
NL
936
NVWM LLC
Pennsylvania
$33K 446 – –
PCFFS
937
Pacific Center for Financial Services
California
$33K 448 – –
SSC
938
Syverson Strege & Co
Iowa
$33K 445 +1 +0.2%
COCM
939
Charter Oak Capital Management
New Hampshire
$32K 430 -304 -41%
SFSIG
940
San Francisco Sentry Investment Group
California
$31K 424 – –
SIAP
941
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K 400 – –
RPCA
942
Running Point Capital Advisors
California
$30K 400 – –
GEA
943
Glen Eagle Advisors
New Jersey
$29.6K 400 – –
MIM
944
MTM Investment Management
South Carolina
$29K 394 – –
EP
945
Eudaimonia Partners
Tennessee
$29K 394 – –
MCC
946
Money Concepts Capital
Florida
$28K 385 -236 -38%
BL
947
Balentine LLC
Georgia
$27K 359 – –
SFA
948
Stewardship Financial Advisors
Georgia
$27K 363 +363 New
NSB
949
Norway Savings Bank
Maine
$24K 324 -75 -19%
LFG
950
Larson Financial Group
Missouri
$24K 320 +1 +0.3%
36 37
38
39 40