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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 %
CAL
926
Capital Analysts LLC
Pennsylvania
$74K +$234 +3 +0.3%
GEA
927
Glen Eagle Advisors
New Jersey
$72.9K – – –
DAC
928
Dividend Assets Capital
South Carolina
$70K – – –
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
KFI
930
Key Financial Inc
Pennsylvania
$63K – – –
RTC
931
Riverview Trust Company
Washington
$63K – – –
OIS
932
Okabena Investment Services
Minnesota
$63K – – –
PAI
933
Pittenger & Anderson Inc
Nebraska
$60K – – –
WBC
934
West Branch Capital
Massachusetts
$60K – – –
DWMG
935
DB Wealth Management Group
California
$60K – – –
AWM
936
Atticus Wealth Management
Florida
$56K – – –
CICI
937
Capital Investment Counsel Inc
North Carolina
$54K – – –
VCM
938
Vigilant Capital Management
Maine
$52K – – –
GPA
939
Guidance Point Advisors
Massachusetts
$48K +$48K +625 New
CAAS
940
Capital Asset Advisory Services
Michigan
$44K -$166K -2,130 -79%
AA
941
AlphaMark Advisors
Kentucky
$43K – – –
GLLW
942
Graves Light Lenhart Wealth
Virginia
$43K – – –
FWM
943
Focused Wealth Management
New York
$40K – – –
CC
944
Corsicana & Co
Texas
$40K – – –
AWM
945
Accel Wealth Management
Iowa
$39K -$1.35K -17 -3%
AWM
946
AllSquare Wealth Management
New York
$38K – – –
EBA
947
Eagle Bay Advisors
New York
$36K -$13K -170 -27%
NG
948
NWK Group
California
$36K – – –
AWA
949
Arkadios Wealth Advisors
Georgia
$35K -$254K -3,336 -88%
PCFFS
950
Pacific Center for Financial Services
California
$35K – – –
36 37
38
39 40