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iShares Russell Mid-Cap ETF
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Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.72%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$10M 146,565 -5,506 -4%
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$9.9M 144,470 -4,313 -3%
CA
128
Clearstead Advisors
Ohio
$9.89M 144,201 -6,688 -4%
CIG
129
Consolidated Investment Group
Colorado
$9.81M 143,160 – –
VFA
130
Valeo Financial Advisors
Indiana
$9.77M 142,503 +125,571 +742%
SC
131
Steph & Co
Wisconsin
$9.55M 139,359 +12,482 +10%
SWP
132
Summit Wealth Partners
Florida
$9.38M 136,859 +24,335 +22%
PI
133
PFS Investments
Georgia
$9.36M 132,520 +769 +0.6%
GLA
134
Great Lakes Advisors
Illinois
$9.28M 135,408 -59 -0%
FA
135
FDx Advisors
Illinois
$9.17M 133,755 +17,734 +15%
RIA
136
Realta Investment Advisors
Delaware
$8.97M 130,814 +32,920 +34%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$8.52M 124,280 +117,654 +1,776%
WTB
138
Washington Trust Bank
Washington
$8.5M 123,976 -47 -0%
CA
139
Cetera Advisors
Colorado
$8.47M 123,534 +515 +0.4%
SCG
140
Sonata Capital Group
Washington
$8.42M 122,816 +1,803 +1%
MWA
141
Moser Wealth Advisors
Washington
$7.98M 116,414 -1,935 -2%
FNFDCM
142
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.95M 116,039 -560 -0.5%
PPA
143
Parametric Portfolio Associates
Washington
$7.9M 115,270 -2,649 -2%
MFP
144
Meridian Financial Partners
Virginia
$7.83M 109,097 +905 +0.8%
ONB
145
Old National Bancorp
Indiana
$7.78M 113,487 -70 -0.1%
Cerity Partners
146
Cerity Partners
New York
$7.75M 113,090 +4,771 +4%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$7.74M 112,871 +74,124 +191%
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.66M 111,777 -11,334 -9%
FMC
149
First Merchants Corp
Indiana
$7.61M 111,005 -13,994 -11%
DT
150
Daniels + Tansey
Delaware
$7.48M 108,964 -17,334 -14%
4 5
6
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