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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 %
SFMG
1026
Sage Financial Management Group
Virginia
– -$485K -6,123 Closed
CA
1027
Calton & Associates
Florida
– -$479K -6,045 Closed
CCP
1028
Cassia Capital Partners
North Carolina
– -$386K -4,876 Closed
AWC
1029
Abundance Wealth Counselors
Pennsylvania
– -$348K -4,398 Closed
CAMG
1030
CWA Asset Management Group
Florida
– -$334K -4,188 Closed
BP
1031
BBR Partners
New York
– -$321K -4,056 Closed
MC
1032
Martin & Co
Tennessee
– -$312K -3,939 Closed
BFS
1033
Bickling Financial Services
Massachusetts
– -$304K -3,832 Closed
IFO
1034
Independent Family Office
New York
– -$294K -3,716 Closed
CG
1035
Corundum Group
Colorado
– -$286K -3,615 Closed
ERWM
1036
Elk River Wealth Management
Colorado
– -$263K -3,324 Closed
VAM
1037
Verity Asset Management
North Carolina
– -$261K -3,291 Closed
AIM
1038
Astor Investment Management
Illinois
– -$241K -3,045 Closed
KP
1039
Keel Point
Alabama
– -$239K -3,013 Closed
CA
1040
CGN Advisors
Kansas
– -$228K -2,872 Closed
CAG
1041
Csenge Advisory Group
Florida
– -$225K -2,817 Closed
Neuberger Berman Group
1042
Neuberger Berman Group
New York
– -$213K -2,678 Closed
TSS
1043
Two Sigma Securities
New York
– -$210K -2,652 Closed
NWA
1044
New World Advisors
Massachusetts
– -$206K -2,605 Closed
LNB
1045
Ledyard National Bank
– -$203K -2,562 Closed
LAM
1046
LifePro Asset Management
California
– -$200K -2,528 Closed
EAM
1047
Eukles Asset Management
Ohio
– -$167K -2,102 Closed
PGWM
1048
Parisi Gray Wealth Management
New Jersey
– -$166K -2,096 Closed
FI
1049
Financial Insights
Washington
– -$631K -796 Closed
FA
1050
Fortis Advisors
Pennsylvania
– -$60K -752 Closed
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