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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 %
Citigroup
201
Citigroup
New York
$4.58M -$1.58M -20,239 -26%
SFG
202
Sunburst Financial Group
Alabama
$4.39M – – –
PFM
203
Parsec Financial Management
North Carolina
$4.37M -$128K -1,510 -3%
BIM
204
Bridges Investment Management
Nebraska
$4.36M -$1.25K -16 -0%
TPCW
205
TD Private Client Wealth
New York
$4.33M -$89.5K -1,144 -2%
SAM
206
Silvercrest Asset Management
New York
$4.32M +$313 +4 +0%
EFS
207
Essex Financial Services
Connecticut
$4.31M +$1.15M +14,701 +36%
NAM
208
NTV Asset Management
West Virginia
$4.29M +$118K +1,508 +3%
PCA
209
Pallas Capital Advisors
Massachusetts
$4.28M -$3.16M -37,462 -42%
WB
210
WesBanco Bank
West Virginia
$4.28M +$102K +1,301 +2%
UCFA
211
United Capital Financial Advisors
Texas
$4.25M -$104K -1,335 -2%
NEPWA
212
New England Private Wealth Advisors
Massachusetts
$4.24M +$12.7K +162 +0.3%
AWE
213
Avidian Wealth Enterprises
Texas
$4.18M +$97.3K +1,244 +2%
MAM
214
Marquette Asset Management
Minnesota
$4.15M -$983K -12,567 -19%
GWAM
215
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.1M -$186K -2,384 -4%
MNBTD
216
Moody National Bank Trust Division
Texas
$4.05M -$274K -3,505 -6%
WIC
217
Whitegate Investment Counselors
New Hampshire
$4.04M -$81.6K -1,043 -2%
SWA
218
Sutton Wealth Advisors
Florida
$4.02M +$28.4K +363 +0.7%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$4.02M -$153K -1,961 -4%
CFG
220
Citizens Financial Group
Rhode Island
$4.01M -$84.8K -1,084 -2%
APA
221
American Portfolios Advisors
New York
$4M +$185K +2,362 +5%
MC
222
Middleton & Co
Massachusetts
$3.93M -$138K -1,760 -3%
RWP
223
RWA Wealth Partners
Massachusetts
$3.89M -$21.7K -277 -0.6%
QCG
224
Quadrant Capital Group
Ohio
$3.86M +$950K +12,144 +33%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$3.86M -$330K -4,224 -8%
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