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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,133 hedge funds and large institutions have $25.3B invested in iShares Russell Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 412 increasing their positions, 282 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+123
Holders Change %
+12.18%
% of All Funds
17.5%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.99%
New
170
Increased
412
Reduced
282
Closed
30
Calls
$15.4M
Puts
$1.56M
Net Calls
+$13.8M
Net Calls Change
+$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.8B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.45B
3
Citigroup
Citigroup
New York
$87.8M
4
Wells Fargo
Wells Fargo
California
$2.94B
5
Northern Trust
Northern Trust
Illinois
$753M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$459M
2
HNB
Huntington National Bank
Ohio
$47.1M
3
TF
TIAA FSB
Florida
$578M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.9M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
976
ARS Investment Partners
New York
$208K +$208K +2,500 New
VDI
977
Vaughan David Investments
Illinois
$208K +$208K +2,500 New
AMCA
978
Arthur M. Cohen & Associates
Illinois
$208K +$208K +2,505 New
IFWM
979
Institute for Wealth Management
Colorado
$206K +$206K +2,486 New
TCA
980
Transcend Capital Advisors
New Jersey
$205K +$332 +4 +0.2%
1CP
981
17 Capital Partners
Arizona
$203K +$203K +2,440 New
HPC
982
HM Payson & Co
Maine
$202K – – –
POIA
983
Pin Oak Investment Advisors
Texas
$202K – – –
PWA
984
Phoenix Wealth Advisors
North Carolina
$201K – – –
SXL
985
Summit X LLC
Missouri
$201K +$201K +2,418 New
IA
986
IFG Advisory
Georgia
$200K +$200K +2,411 New
SIS
987
SVB Investment Services
Utah
$200K +$200K +2,420 New
AW
988
Alaethes Wealth
Nevada
$199K – – –
BCP
989
Blue Chip Partners
Michigan
$198K +$497 +6 +0.3%
FFA
990
Freedman Financial Associates
Massachusetts
$197K – – –
OHWP
991
Oak Harbor Wealth Partners
North Carolina
$194K +$194K +2,342 New
EIP
992
Ellis Investment Partners
Pennsylvania
$183K -$331 -4 -0.2%
TSWM
993
Tyler-Stone Wealth Management
Ohio
$179K +$179K +2,161 New
MOACM
994
Mutual of America Capital Management
New York
$176K -$90.5K -1,090 -34%
First Manhattan
995
First Manhattan
New York
$174K – – –
FDCDDQ
996
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K – – –
CB
997
Community Bank
New York
$167K – – –
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$167K – – –
ONST
999
Old North State Trust
North Carolina
$165K – – –
MW
1000
Milestone Wealth
New York
$155K +$155K +1,872 New
38 39
40
41 42