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iShares Russell Mid-Cap Growth ETF

821 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 247 increasing their positions, 251 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $1.42M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$768M)

2% more funds holding

Funds holding: 801821 (+20)

0.58% more ownership

Funds ownership: 75.34%75.92% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 251

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

Holders
821
Holders Change
+20
Holders Change %
+2.5%
% of All Funds
14.29%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.64%
New
63
Increased
247
Reduced
251
Closed
31
Calls
$4.04M
Puts
$1.42M
Net Calls
+$2.63M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
226
Holt Capital Partners
Texas
$2.4M +$158K +1,480 +8%
TFGT
227
TS Financial Group (TSFG)
Illinois
$2.39M +$107 +1 +0%
ML
228
McAdam LLC
Pennsylvania
$2.38M +$94.2K +882 +4%
PA
229
Prism Advisors
California
$2.38M
KWM
230
Kingsview Wealth Management
Oregon
$2.35M -$41.1K -385 -2%
Principal Financial Group
231
Principal Financial Group
Iowa
$2.33M -$836K -7,829 -28%
MBTD
232
Mechanics Bank - Trust Department
California
$2.32M +$227K +2,129 +12%
PPA
233
Parametric Portfolio Associates
Washington
$2.31M +$893K +8,359 +70%
CPSC
234
Carl P. Sherr & Co
Massachusetts
$2.28M -$624K -5,844 -22%
BPA
235
Beacon Pointe Advisors
California
$2.27M +$30K +281 +1%
DBIA
236
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$55.3K +518 +3%
SFG
237
Sage Financial Group
Pennsylvania
$2.22M +$12.4K +116 +0.6%
EVM
238
Eaton Vance Management
Massachusetts
$2.21M -$3.74K -35 -0.2%
GWMIA
239
Global Wealth Management Investment Advisory
Florida
$2.2M -$23.9K -224 -1%
V
240
Veritable
Delaware
$2.19M
HCMT
241
Highland Capital Management (Tennessee)
Tennessee
$2.17M -$99.6K -933 -5%
Franklin Resources
242
Franklin Resources
California
$2.16M +$417K +3,900 +26%
CCT
243
Country Club Trust
Missouri
$2.15M +$3.74K +35 +0.2%
TNB
244
Thomasville National Bank
Georgia
$2.12M +$814K +7,619 +69%
CFB
245
Cullen/Frost Bankers
Texas
$2.11M +$1.52M +14,195 +321%
HTC
246
Haverford Trust Company
Pennsylvania
$2.11M +$327K +3,063 +20%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2.1M -$117K -1,096 -6%
ONB
248
Old National Bancorp
Indiana
$2.08M -$87.5K -819 -4%
OPS
249
Orion Portfolio Solutions
Nebraska
$2.04M +$18.1K +169 +0.9%
SWM
250
Spire Wealth Management
Virginia
$2.01M +$45.4K +425 +2%

IWP Hedge Fund Activity: Q2 2021 in Review

821 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2021, worth a combined $11.9B — up 6.9% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWP positions and 31 closed out — a net gain of 32 holders — while 247 added to existing stakes and 251 trimmed.

The largest buyer was Bank of America, adding an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 821 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2021, up from 801 in Q1 2021.
  • Funds reported $11.9B of iShares Russell Mid-Cap Growth ETF stock for Q2 2021, up 6.9% quarter-over-quarter.
  • 63 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2021 and 31 closed out, a net change of +32 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2021 was Bank of America, an estimated $136M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2021 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2021.