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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 %
SFP
976
Sterling Financial Planning
New Jersey
$20K – – –
NFSG
977
Newbridge Financial Services Group
Florida
$20K – – –
RIM
978
Rockbridge Investment Management
New York
$19K – – –
OCM
979
Orion Capital Management
California
$18K – – –
RCM
980
Robinson Capital Management
Michigan
$16K -$12K -150 -43%
MM
981
Main Management
California
$16K – – –
MRCM
982
M&R Capital Management
New Jersey
$15K – – –
BWL
983
Bogart Wealth LLC
Virginia
$15K – – –
GCM
984
Gables Capital Management
Florida
$15K – – –
CIR
985
Clear Investment Research
Georgia
$14K +$80 +1 +0.6%
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$13.9K +$13.9K +178 New
CI
987
CX Institutional
Indiana
$11K -$5.46K -73 -33%
FCA
988
FinTrust Capital Advisors
South Carolina
$11K – – –
SA
989
SRH Advisors
Kansas
$11K – – –
SL
990
Savior LLC
Massachusetts
$9K -$170K -2,057 -95%
GWS
991
Glassman Wealth Services
Virginia
$9K – – –
EWM
992
EPG Wealth Management
Georgia
$9K +$9K +120 New
BCA
993
Bray Capital Advisors
Florida
$8K – – –
AIM
994
Axiom Investment Management
New York
$8K – – –
ME
995
McIlrath & Eck
Washington
$8K – – –
SFC
996
SYM Financial Corp
Indiana
$7K +$4.59K +57 +190%
CAGAS
997
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
TCWM
998
Total Clarity Wealth Management
Illinois
$6K +$6K +75 New
SMG
999
Spectrum Management Group
Indiana
$5K +$5K +69 New
Barclays
1000
Barclays
United Kingdom
$3K -$3.13M -35,460 -100%
38 39
40
41 42