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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 %
ST
201
Sabal Trust
Florida
$4.35M 58,775 -1,020 -2%
Lido Advisors
202
Lido Advisors
California
$4.34M 58,630 -1,082 -2%
LFAS
203
Level Four Advisory Services
Texas
$4.3M 58,175 -18,459 -24%
BIM
204
Bridges Investment Management
Nebraska
$4.3M 58,142 +1,358 +2%
WW
205
Westshore Wealth
California
$4.22M 57,100 +57,100 New
SFG
206
Sunburst Financial Group
Alabama
$4.15M 56,137 -324 -0.6%
UCFA
207
United Capital Financial Advisors
Texas
$4.13M 55,808 -5,218 -9%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$4.06M 54,858 -2,084 -4%
PFM
209
Parsec Financial Management
North Carolina
$4.01M 54,231 -968 -2%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$3.99M 53,967 +127 +0.2%
PA
211
Paracle Advisors
Washington
$3.95M 53,455 -300 -0.6%
WIC
212
Whitegate Investment Counselors
New Hampshire
$3.93M 53,115 -960 -2%
GWAM
213
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.87M 52,342 +97 +0.2%
NAM
214
NTV Asset Management
West Virginia
$3.86M 52,155 -186 -0.4%
MC
215
Middleton & Co
Massachusetts
$3.84M 51,955 -600 -1%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$3.82M 51,662 +2,223 +4%
SAM
217
Silvercrest Asset Management
New York
$3.81M 51,493 -4,048 -7%
WB
218
WesBanco Bank
West Virginia
$3.77M 51,027 +51,027 New
RWP
219
RWA Wealth Partners
Massachusetts
$3.77M 51,023 -3,248 -6%
SWA
220
Sutton Wealth Advisors
Florida
$3.77M 50,993 +647 +1%
YWP
221
YorkBridge Wealth Partners
New York
$3.67M 49,620 -100 -0.2%
APA
222
American Portfolios Advisors
New York
$3.65M 49,369 -156 -0.3%
HSA
223
HBK Sorce Advisory
Pennsylvania
$3.64M 49,200 -2,817 -5%
BCM
224
BTC Capital Management
Iowa
$3.64M 49,204 – –
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.64M 49,179 -532 -1%
7 8
9
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