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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 %
BMD
951
Better Money Decisions
New Mexico
$24K 330 +330 New
TRCT
952
Tower Research Capital (TRC)
New York
$22K 300 -343 -53%
PFSC
953
Peoples Financial Services Corp
Pennsylvania
$22K 300 – –
PP
954
PrairieView Partners
Minnesota
$22K 300 +300 New
GTAM
955
Global Trust Asset Management
Florida
$21K 278 – –
TWA
956
TCI Wealth Advisors
Arizona
$21K 280 – –
IFAM
957
Institutional & Family Asset Management
Colorado
$19K 256 -602 -70%
SFP
958
Sterling Financial Planning
New Jersey
$19K 250 – –
WWM
959
Wolff Wiese Magana
California
$19K 260 – –
PA
960
Perennial Advisors
New York
$19K 254 +90 +55%
RIM
961
Rockbridge Investment Management
New York
$18K 248 – –
OCM
962
Orion Capital Management
California
$17K 224 – –
CI
963
CX Institutional
Indiana
$16K 220 – –
MM
964
Main Management
California
$15K 200 – –
GI
965
Gradient Investments
Minnesota
$15K 207 +207 New
MRCM
966
M&R Capital Management
New Jersey
$14K 200 – –
GCM
967
Gables Capital Management
Florida
$14K 190 – –
BWL
968
Bogart Wealth LLC
Virginia
$14K 185 +19 +11%
S
969
SignatureFD
Georgia
$12K 159 -16 -9%
SA
970
SRH Advisors
Kansas
$11K 144 – –
FCA
971
FinTrust Capital Advisors
South Carolina
$10K 136 – –
AWA
972
Arkadios Wealth Advisors
Georgia
$9K 129 -414 -76%
PIP
973
Peachtree Investment Partners
Florida
$9K 125 -25 -17%
NFSG
974
Newbridge Financial Services Group
Florida
$9K 117 – –
AIM
975
Axiom Investment Management
New York
$8K 103 -104 -50%
37 38
39
40 41