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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 %
RPC
176
Rossmore Private Capital
Connecticut
$5.86M +$1.8K +23 +0%
SBH
177
Segall Bryant & Hamill
Illinois
$5.82M +$411K +5,247 +8%
DI
178
DAGCO Inc
Ohio
$5.8M +$155K +1,977 +3%
BP
179
Ballentine Partners
Massachusetts
$5.74M – – –
ATPW
180
Ashton Thomas Private Wealth
Arizona
$5.69M -$77.8K -994 -1%
CCA
181
Conservest Capital Advisors
Pennsylvania
$5.65M +$91.4K +1,168 +2%
LSPW
182
Lake Street Private Wealth
Illinois
$5.58M +$277K +3,542 +5%
CWP
183
CFM Wealth Partners
Texas
$5.54M +$296K +3,784 +6%
LFAS
184
Level Four Advisory Services
Texas
$5.49M +$947K +12,113 +21%
DW
185
Domani Wealth
Pennsylvania
$5.47M -$175K -2,233 -3%
TFCP
186
Twin Focus Capital Partners
Massachusetts
$5.43M – – –
AIM
187
Acropolis Investment Management
Missouri
$5.37M -$43.3K -586 -0.8%
CHC
188
City Holding Co
West Virginia
$5.36M +$13.3K +170 +0.2%
ACB
189
Aristotle Capital Boston
Massachusetts
$5.34M -$9.96M -127,367 -65%
CAM
190
Carret Asset Management
New York
$5.33M +$39.9K +510 +0.8%
BPA
191
Beacon Pointe Advisors
California
$5.18M +$554K +7,083 +12%
CWM
192
Cahaba Wealth Management
Georgia
$5.11M +$626 +8 +0%
ELI
193
Empire Life Investments
Ontario, Canada
$5.11M -$375K -4,800 -7%
SSB
194
Sandy Spring Bank
Maryland
$5.05M +$77.9K +996 +2%
WW
195
Westshore Wealth
California
$4.89M -$393K -5,030 -7%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$4.82M -$8.44M -107,851 -64%
BCM
197
BTC Capital Management
Iowa
$4.81M +$1.22M +15,600 +34%
ATC
198
Argent Trust Co
Tennessee
$4.78M +$35.4K +453 +0.7%
CT
199
Coastline Trust
Rhode Island
$4.59M -$178K -2,278 -4%
ST
200
Sabal Trust
Florida
$4.59M -$3.13K -40 -0.1%
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