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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 %
IAM
176
Iridian Asset Management
Connecticut
$5.28M 77,002 +16,727 +28%
LFAS
177
Level Four Advisory Services
Texas
$5.25M 76,634 +306 +0.4%
TFCP
178
Twin Focus Capital Partners
Massachusetts
$5.18M 75,622 +56,077 +287%
William Blair & Company
179
William Blair & Company
Illinois
$5.13M 74,853 +44,444 +146%
BP
180
Ballentine Partners
Massachusetts
$5.11M 74,568 – –
RPC
181
Rossmore Private Capital
Connecticut
$5.11M 74,465 -2,107 -3%
VCA
182
Verdence Capital Advisors
Maryland
$5.1M 74,390 +3,891 +6%
WT
183
Whittier Trust
California
$5.05M 73,668 -546 -0.7%
EH
184
Equitable Holdings
New York
$5.02M 73,271 +23,670 +48%
CCA
185
Conservest Capital Advisors
Pennsylvania
$5.01M 73,013 +196 +0.3%
SSB
186
Sandy Spring Bank
Maryland
$4.96M 72,386 -3,581 -5%
AWE
187
Avidian Wealth Enterprises
Texas
$4.86M 70,857 -55,061 -44%
CWM
188
Cahaba Wealth Management
Georgia
$4.81M 67,508 -8,462 -11%
A
189
AdvicePeriod
California
$4.81M 70,187 +14,390 +26%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$4.75M 67,180 +2,270 +3%
DI
191
DAGCO Inc
Ohio
$4.72M 68,903 +2,611 +4%
CHC
192
City Holding Co
West Virginia
$4.7M 68,516 -366 -0.5%
MAM
193
Marquette Asset Management
Minnesota
$4.68M 68,291 -13,510 -17%
CT
194
Coastline Trust
Rhode Island
$4.66M 68,039 +2,505 +4%
SBH
195
Segall Bryant & Hamill
Illinois
$4.58M 66,741 +1,151 +2%
FC
196
FCA Corp
Texas
$4.58M 66,770 +2,722 +4%
TPCW
197
TD Private Client Wealth
New York
$4.52M 65,871 +2,464 +4%
CAM
198
Carret Asset Management
New York
$4.49M 65,501 +3,932 +6%
LSPW
199
Lake Street Private Wealth
Illinois
$4.37M 63,780 +63,780 New
WIA
200
Wealthstreet Investment Advisors
Texas
$4.29M 62,504 +23 +0%
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