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iShares Russell Mid-Cap ETF
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Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$572M
4
RTS
4
Round Table Services
New Jersey
$34.6M
5
OC
5
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$641M
2
Wells Fargo
2
Wells Fargo
California
$2.94B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
SS
4
Simplicity Solutions
Minnesota
$453K
5
M&T Bank
5
M&T Bank
New York
$54.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FB
151
Fulton Bank
Pennsylvania
$7.7M 104,178 -4,852 -4%
Fiera Capital (Canada)
152
Fiera Capital (Canada)
Quebec, Canada
$7.64M 103,322 -56 -0.1%
TWM
153
Tolleson Wealth Management
Texas
$7.25M 98,062 -171 -0.2%
HFG
154
Heron Financial Group
New York
$7.08M 94,379 +9,452 +11%
PFM
155
Patton Fund Management
Texas
$7.04M 95,236 -5,708 -6%
WSFS
156
Wilmington Savings Fund Society
Delaware
$6.83M 92,393 -1,515 -2%
IAM
157
Iridian Asset Management
Connecticut
$6.82M 92,235 +15,233 +20%
MFP
158
Meridian Financial Partners
Virginia
$6.7M 88,040 -21,057 -19%
CWM
159
Chesapeake Wealth Management
Virginia
$6.61M 89,441 +557 +0.6%
FWM
160
FFT Wealth Management
Pennsylvania
$6.51M 88,003 – –
Citigroup
161
Citigroup
New York
$6.42M 86,822 -5,506 -6%
TTWM
162
TCV Trust & Wealth Management
Virginia
$6.29M 85,011 -2,911 -3%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$6.16M 83,312 -40,968 -33%
FC
164
Ferris Capital
Massachusetts
$6.15M 83,228 – –
FNBT
165
FineMark National Bank & Trust
Florida
$5.93M 80,246 -1,795 -2%
SIC
166
Salem Investment Counselors
North Carolina
$5.9M 79,865 -800 -1%
OGF
167
Orin Green Financial
California
$5.84M 78,933 -7,239 -8%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$5.82M 78,724 +1,260 +2%
BC
169
Bartlett & Co
Ohio
$5.82M 78,724 +1,260 +2%
CFA
170
Cahill Financial Advisors
Minnesota
$5.78M 78,199 -745 -0.9%
DW
171
Domani Wealth
Pennsylvania
$5.75M 77,742 -179 -0.2%
EH
172
Equitable Holdings
New York
$5.66M 76,512 +3,241 +4%
VCA
173
Verdence Capital Advisors
Maryland
$5.65M 76,478 +2,088 +3%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$5.59M 75,622 – –
William Blair & Company
175
William Blair & Company
Illinois
$5.57M 75,327 +474 +0.6%
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7
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