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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$503M
3
AssetMark Inc
AssetMark Inc
California
$69.8M
4
Bank of America
Bank of America
North Carolina
$4.21B
5
HNB
Huntington National Bank
Ohio
$44.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.08B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.3B
3
Goldman Sachs
Goldman Sachs
New York
$264M
4
MSL
Mackay Shields LLC
New York
$0
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
151
Patton Fund Management
Texas
$8.1M +$549K +6,930 +7%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.1M -$279K -3,518 -3%
IC
153
IEQ Capital
California
$8.09M -$787K -9,928 -9%
GLA
154
Great Lakes Advisors
Illinois
$8.09M -$2.22M -28,010 -22%
Brown Advisory
155
Brown Advisory
Maryland
$7.78M -$2.15M -27,163 -22%
TWM
156
Tolleson Wealth Management
Texas
$7.77M – – –
HFG
157
Heron Financial Group
New York
$7.58M +$103K +1,298 +1%
PCA
158
Pallas Capital Advisors
Massachusetts
$7.04M +$7.04M +88,238 New
WSFS
159
Wilmington Savings Fund Society
Delaware
$6.87M -$454K -5,728 -6%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$6.86M +$622K +7,849 +10%
BC
161
Bartlett & Co
Ohio
$6.86M +$622K +7,849 +10%
MFP
162
Meridian Financial Partners
Virginia
$6.63M -$256K -3,270 -4%
CWM
163
Chesapeake Wealth Management
Virginia
$6.57M -$516K -6,512 -7%
TTWM
164
TCV Trust & Wealth Management
Virginia
$6.57M -$179K -2,250 -3%
Fiera Capital (Canada)
165
Fiera Capital (Canada)
Quebec, Canada
$6.44M -$1.74M -22,013 -21%
FNBT
166
FineMark National Bank & Trust
Florida
$6.38M +$18.5K +234 +0.3%
SIC
167
Salem Investment Counselors
North Carolina
$6.31M -$17.8K -225 -0.3%
A
168
AdvicePeriod
California
$6.29M +$596K +7,518 +10%
OCM
169
One Capital Management
California
$6.29M +$3.64M +45,905 +137%
William Blair & Company
170
William Blair & Company
Illinois
$6.28M +$312K +3,934 +5%
Citigroup
171
Citigroup
New York
$6.25M -$633K -7,985 -9%
CFA
172
Cahill Financial Advisors
Minnesota
$6.22M +$20.3K +256 +0.3%
WT
173
Whittier Trust
California
$6.21M +$493K +6,216 +9%
EH
174
Equitable Holdings
New York
$6.14M +$80.3K +1,014 +1%
OGF
175
Orin Green Financial
California
$6.13M -$121K -1,526 -2%
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