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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
HCMT
251
Highland Capital Management (Tennessee)
Tennessee
$2.14M
GTAM
252
Global Trust Asset Management
Florida
$2.14M +$412K +3,586 +23%
CCT
253
Country Club Trust
Missouri
$2.13M +$8.63K +75 +0.4%
Franklin Resources
254
Franklin Resources
California
$2.13M -$13.2K -115 -0.6%
SC
255
Savant Capital
Illinois
$2.13M +$1.83M +15,945 +527%
CPSC
256
Carl P. Sherr & Co
Massachusetts
$2.1M -$163K -1,415 -7%
TNB
257
Thomasville National Bank
Georgia
$2.09M -$11.5K -100 -0.5%
AF
258
Allworth Financial
California
$2.06M +$574K +4,988 +37%
MIAN
259
Mariner Independent Advisor Network
Kansas
$1.95M +$89.6K +779 +5%
OPS
260
Orion Portfolio Solutions
Nebraska
$1.94M -$78.3K -681 -4%
Brown Advisory
261
Brown Advisory
Maryland
$1.93M -$59.7K -519 -3%
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92M -$57.6K -501 -3%
BAM
263
Barrett Asset Management
New York
$1.91M +$62.1K +540 +3%
APA
264
American Portfolios Advisors
New York
$1.9M -$73.4K -638 -4%
SSB
265
Sandy Spring Bank
Maryland
$1.89M -$43K -374 -2%
SFG
266
Sage Financial Group
Pennsylvania
$1.86M -$342K -2,974 -15%
SWM
267
Shakespeare Wealth Management
Wisconsin
$1.86M -$11.2K -97 -0.6%
NFG
268
Nadler Financial Group
Illinois
$1.86M +$155K +1,345 +9%
BU
269
BBVA USA
Alabama
$1.83M -$30.7K -267 -2%
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$1.82M -$3.57K -31 -0.2%
CM
271
Castleark Management
Illinois
$1.79M
CA
272
CastleArk Alternatives
Illinois
$1.79M +$1.84M +16,000 New
RDFA
273
Ritter Daniher Financial Advisory
Ohio
$1.78M
SBH
274
Segall Bryant & Hamill
Illinois
$1.78M -$5.75K -50 -0.3%
BP
275
Broadleaf Partners
Ohio
$1.78M -$2.19K -19 -0.1%

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.