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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 %
TWM
151
Tolleson Wealth Management
Texas
$7.54M -$130K -1,656 -2%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.49M -$500K -6,395 -6%
GLA
153
Great Lakes Advisors
Illinois
$7.47M -$523K -6,692 -7%
FFC
154
Fure Financial Corporation
Minnesota
$7.27M +$5.11M +65,378 +237%
FC
155
Ferris Capital
Massachusetts
$7.02M +$7.02M +83,228 New
BCWM
156
Bartlett & Co Wealth Management
Ohio
$6.94M +$164K +2,092 +2%
BC
157
Bartlett & Co
Ohio
$6.94M +$164K +2,092 +2%
MFP
158
Meridian Financial Partners
Virginia
$6.84M +$53.3K +665 +0.8%
WSFS
159
Wilmington Savings Fund Society
Delaware
$6.77M -$11.9K -152 -0.2%
FHA
160
First Horizon Advisors
Tennessee
$6.75M +$4.56M +58,292 +208%
EH
161
Equitable Holdings
New York
$6.67M +$602K +7,698 +10%
FB
162
Fulton Bank
Pennsylvania
$6.4M -$1.68M -21,423 -21%
TTWM
163
TCV Trust & Wealth Management
Virginia
$6.4M -$78.2K -1,000 -1%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$6.36M -$2.66K -34 -0%
FTS
165
Fifth Third Securities
Ohio
$6.29M +$6.29M +80,442 New
SIC
166
Salem Investment Counselors
North Carolina
$6.2M -$30.5K -390 -0.5%
WT
167
Whittier Trust
California
$6.12M -$11K -140 -0.2%
William Blair & Company
168
William Blair & Company
Illinois
$6.11M -$91.8K -1,174 -1%
OGF
169
Orin Green Financial
California
$6.1M +$46.9K +599 +0.8%
BRWM
170
B. Riley Wealth Management
Tennessee
$6.07M +$6.07M +77,538 New
FC
171
FCA Corp
Texas
$6.04M +$405K +5,184 +7%
CFA
172
Cahill Financial Advisors
Minnesota
$6.03M -$105K -1,339 -2%
FNBT
173
FineMark National Bank & Trust
Florida
$6.03M -$268K -3,428 -4%
VCA
174
Verdence Capital Advisors
Maryland
$5.99M +$143K +1,829 +2%
CWM
175
Chesapeake Wealth Management
Virginia
$5.97M -$514K -6,573 -8%
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