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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 %
FSC
126
Full Sail Capital
Oklahoma
$11.2M -$255K -3,260 -2%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$11.2M +$84.4K +1,079 +0.8%
BJL
128
Brighton Jones LLC
Washington
$11M -$169K -2,162 -2%
CA
129
Clearstead Advisors
Ohio
$11M -$520K -6,642 -5%
SWP
130
Stratos Wealth Partners
Ohio
$10.5M +$7.19M +91,926 +217%
CAM
131
Campion Asset Management
Virginia
$10.1M -$948K -12,125 -9%
CWAG
132
Compton Wealth Advisory Group
Virginia
$10M +$722K +9,227 +8%
PPA
133
Parametric Portfolio Associates
Washington
$9.99M +$290K +3,706 +3%
Cerity Partners
134
Cerity Partners
New York
$9.92M +$1.56M +19,966 +19%
PI
135
PFS Investments
Georgia
$9.79M +$334K +3,936 +4%
WTB
136
Washington Trust Bank
Washington
$9.67M – – –
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$9.53M +$642K +8,206 +7%
MWA
138
Moser Wealth Advisors
Washington
$9.35M +$15.6K +200 +0.2%
FA
139
FDx Advisors
Illinois
$9.34M -$415K -5,310 -4%
ONB
140
Old National Bancorp
Indiana
$9.07M +$461K +5,898 +5%
FNFDCM
141
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.86M -$99.3K -1,270 -1%
FA
142
Flagstar Advisors
New York
$8.86M +$8.86M +113,222 New
RJT
143
Raymond James Trust
Florida
$8.72M +$150K +1,914 +2%
DT
144
Daniels + Tansey
Delaware
$8.31M +$6.81K +87 +0.1%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$8.21M – – –
FMC
146
First Merchants Corp
Indiana
$8.2M -$140K -1,793 -2%
UWPG
147
Ullmann Wealth Partners Group
Florida
$8.15M -$72.7K -930 -0.9%
HFG
148
Heron Financial Group
New York
$8.06M +$575K +7,346 +8%
Brown Advisory
149
Brown Advisory
Maryland
$7.94M +$262K +3,354 +3%
IC
150
IEQ Capital
California
$7.81M -$179K -2,282 -2%
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