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iShares Russell Mid-Cap Growth ETF

833 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 249 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

1% more funds holding

Funds holding: 821833 (+12)

0.51% less ownership

Funds ownership: 75.92%75.41% (-0.51%)

1% less capital invested

Capital invested by funds: $11.9B → $11.8B (-$134M)

3% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 257

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

71% less call options, than puts

Call options by funds: $3.51M | Put options by funds: $12M

Holders
833
Holders Change
+12
Holders Change %
+1.46%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
249
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.49M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$2.61M
KWM
227
Kingsview Wealth Management
Oregon
$2.61M +$293K +2,545 +12%
KPWS
228
Kestra Private Wealth Services
Texas
$2.6M +$2.22M +19,307 +491%
CSM
229
CAMG Solamere Management
North Carolina
$2.6M
CG
230
Colony Group
Massachusetts
$2.58M -$1.15K -10 -0%
PFS
231
Prospera Financial Services
Texas
$2.56M -$55.8K -485 -2%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$2.56M +$179K +1,552 +7%
BWA
233
BDO Wealth Advisors
Florida
$2.53M -$107K -931 -4%
TWM
234
Tradition Wealth Management
Minnesota
$2.5M +$1.63M +14,205 +175%
AIG
235
American International Group
New York
$2.49M -$46K -400 -2%
BPA
236
Beacon Pointe Advisors
California
$2.48M +$244K +2,118 +11%
SWM
237
Strategic Wealth Management
Washington
$2.46M -$132K -1,149 -5%
GSIS
238
Global Strategic Investment Solutions
Arizona
$2.45M
RG
239
Rathbones Group
United Kingdom
$2.4M -$82.2K -715 -3%
MA
240
MCF Advisors
Kentucky
$2.4M
FMBTD
241
First Midwest Bank Trust Division
Illinois
$2.4M -$150K -1,306 -6%
TFGT
242
TS Financial Group (TSFG)
Illinois
$2.36M -$5.87K -51 -0.2%
PA
243
Prism Advisors
California
$2.31M -$45.3K -394 -2%
AF
244
Advisornet Financial
Minnesota
$2.25M -$813K -7,069 -26%
DBIA
245
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$25K +217 +1%
EVM
246
Eaton Vance Management
Massachusetts
$2.19M -$2.88K -25 -0.1%
HTC
247
Haverford Trust Company
Pennsylvania
$2.19M +$105K +912 +5%
V
248
Veritable
Delaware
$2.17M
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$2.16M +$81.7K +710 +4%
ML
250
McAdam LLC
Pennsylvania
$2.16M -$172K -1,491 -7%

IWP Hedge Fund Activity: Q3 2021 in Review

833 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2021, worth a combined $11.8B — down 1.1% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWP positions and 46 closed out — a net gain of 25 holders — while 249 added to existing stakes and 257 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $266M.

  • 833 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2021, up from 821 in Q2 2021.
  • Funds reported $11.8B of iShares Russell Mid-Cap Growth ETF stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 71 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2021 and 46 closed out, a net change of +25 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $188M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2021.