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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
PPWM
276
PFG Private Wealth Management
Florida
$1.62M +$32.5K +304 +2%
SFG
277
Summit Financial Group
West Virginia
$1.61M
CA
278
Clearstead Advisors
Ohio
$1.6M -$61.3K -574 -4%
SAM
279
Silvercrest Asset Management
New York
$1.58M +$106K +993 +8%
CAL
280
Capital Analysts LLC
Pennsylvania
$1.55M +$106K +988 +8%
RJT
281
Raymond James Trust
Florida
$1.54M -$43.1K -404 -3%
FT
282
Fiduciary Trust
Massachusetts
$1.54M
EWM
283
EPG Wealth Management
Georgia
$1.52M +$427 +4 +0%
AF
284
Allworth Financial
California
$1.51M +$13.9K +130 +1%
WDL
285
Well Done LLC
Michigan
$1.51M +$167K +1,562 +13%
WT
286
Whittier Trust
California
$1.5M -$15.4K -144 -1%
BWM
287
Brickley Wealth Management
California
$1.48M -$12.2K -114 -0.9%
EWA
288
ERTS Wealth Advisors
Michigan
$1.48M -$280K -2,625 -17%
BCM
289
BTC Capital Management
Iowa
$1.47M
Renaissance Technologies
290
Renaissance Technologies
New York
$1.43M -$139K -1,300 -9%
BIA
291
BHK Investment Advisors
Alabama
$1.42M -$150K -1,400 -10%
LPIC
292
LeJeune Puetz Investment Counsel
Michigan
$1.42M
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$1.4M -$69.7K -653 -5%
CWM
294
Cranbrook Wealth Management
Michigan
$1.4M -$69.4K -650 -5%
BCM
295
Brookstone Capital Management
Illinois
$1.37M -$468K -4,384 -26%
MCM
296
Murphy Capital Management
New Jersey
$1.36M
BIA
297
Biondo Investment Advisors
Pennsylvania
$1.35M +$13.9K +130 +1%
Natixis Advisors
298
Natixis Advisors
Massachusetts
$1.35M +$3.42K +32 +0.3%
WMP
299
Wealth Management Partners
Arizona
$1.35M -$7.26K -68 -0.6%
WI
300
Wedgewood Investors
Pennsylvania
$1.33M -$2.24K -21 -0.2%

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.