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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
16.71%
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 %
FB
151
Fulton Bank
Pennsylvania
$7.47M 109,030 -15,948 -13%
UWPG
152
Ullmann Wealth Partners Group
Florida
$7.38M 107,625 -4,964 -4%
Brown Advisory
153
Brown Advisory
Maryland
$7.25M 105,706 +49,828 +89%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$7.09M 103,378 -2,209 -2%
CWAG
155
Compton Wealth Advisory Group
Virginia
$6.98M 101,818 +4,096 +4%
PFM
156
Patton Fund Management
Texas
$6.92M 100,944 -9,240 -8%
TWM
157
Tolleson Wealth Management
Texas
$6.73M 98,233 +171 +0.2%
IC
158
IEQ Capital
California
$6.44M 93,984 +8 +0%
WSFS
159
Wilmington Savings Fund Society
Delaware
$6.44M 93,908 -1,535 -2%
Citigroup
160
Citigroup
New York
$6.33M 92,328 +6,235 +7%
CWM
161
Chesapeake Wealth Management
Virginia
$6.09M 88,884 +288 +0.3%
FWM
162
FFT Wealth Management
Pennsylvania
$6.03M 88,003 – –
TTWM
163
TCV Trust & Wealth Management
Virginia
$6.03M 87,922 -340 -0.4%
HFG
164
Heron Financial Group
New York
$6M 84,927 +1,921 +2%
RJT
165
Raymond James Trust
Florida
$5.95M 86,847 +584 +0.7%
OGF
166
Orin Green Financial
California
$5.91M 86,172 +86,172 New
ATPW
167
Ashton Thomas Private Wealth
Arizona
$5.84M 85,175 -1,350 -2%
FC
168
Ferris Capital
Massachusetts
$5.71M 83,228 – –
FNBT
169
FineMark National Bank & Trust
Florida
$5.62M 82,041 -901 -1%
SIC
170
Salem Investment Counselors
North Carolina
$5.53M 80,665 -643 -0.8%
CFA
171
Cahill Financial Advisors
Minnesota
$5.41M 78,944 +707 +0.9%
AIM
172
Acropolis Investment Management
Missouri
$5.37M 78,286 -1,615 -2%
DW
173
Domani Wealth
Pennsylvania
$5.34M 77,921 -3,737 -5%
BCWM
174
Bartlett & Co Wealth Management
Ohio
$5.31M 77,464 -664 -0.8%
BC
175
Bartlett & Co
Ohio
$5.31M 77,464 -664 -0.8%
5 6
7
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