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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
AWM
276
Atticus Wealth Management
Florida
$1.75M -$85.1K -740 -5%
SWM
277
Spire Wealth Management
Virginia
$1.73M -$269K -2,338 -13%
FNBSF
278
First National Bank Sioux Falls
South Dakota
$1.71M
FFA
279
Freedman Financial Associates
Massachusetts
$1.7M
MPPLM
280
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.7M +$1.74M +15,169 New
PPWM
281
PFG Private Wealth Management
Florida
$1.68M +$82K +713 +5%
GL
282
Graypoint LLC
New York
$1.68M
GWMIA
283
Global Wealth Management Investment Advisory
Florida
$1.67M -$519K -4,515 -23%
SWA
284
Stratos Wealth Advisors
Ohio
$1.66M +$958K +8,325 +128%
CHAM
285
Clear Harbor Asset Management
Connecticut
$1.63M +$1.67M +14,535 New
GSWM
286
Golden State Wealth Management
California
$1.6M -$6.33K -55 -0.4%
SAM
287
Silvercrest Asset Management
New York
$1.6M +$42.6K +370 +3%
AA
288
Alesco Advisors
New York
$1.6M
VVP
289
Venture Visionary Partners
Ohio
$1.6M
BCM
290
Brookstone Capital Management
Illinois
$1.6M +$207K +1,796 +15%
SFG
291
Summit Financial Group
West Virginia
$1.59M
AWS
292
AJ Wealth Strategies
New York
$1.53M +$405K +3,523 +35%
CA
293
Clearstead Advisors
Ohio
$1.53M -$58.2K -506 -4%
RJT
294
Raymond James Trust
Florida
$1.53M
CAL
295
Capital Analysts LLC
Pennsylvania
$1.52M -$12K -104 -0.8%
FT
296
Fiduciary Trust
Massachusetts
$1.52M
Principal Financial Group
297
Principal Financial Group
Iowa
$1.49M -$836K -7,267 -35%
WT
298
Whittier Trust
California
$1.46M -$26.6K -231 -2%
AI
299
Atria Investments
North Carolina
$1.46M +$1.5M +13,044 New
BWM
300
Brickley Wealth Management
California
$1.46M -$6.44K -56 -0.4%

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.