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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
SG
301
StoneX Group
New York
$1.32M -$17.7K -166 -1%
MWM
302
Meridian Wealth Management
Kentucky
$1.31M -$24.5K -229 -2%
Legal & General Group
303
Legal & General Group
United Kingdom
$1.3M
OGF
304
Orin Green Financial
California
$1.29M +$72.2K +676 +6%
FNBT
305
FineMark National Bank & Trust
Florida
$1.29M +$31.4K +294 +3%
BCA
306
Berman Capital Advisors
Georgia
$1.25M -$355K -3,325 -23%
GIA
307
Gladstone Institutional Advisory
Florida
$1.24M +$155K +1,450 +15%
FTUS
308
Flow Traders U.S.
New York
$1.23M -$5.5M -51,539 -83%
HIA
309
Harbor Investment Advisory
Maryland
$1.23M +$50.1K +469 +5%
NFG
310
Next Financial Group
Texas
$1.2M -$278K -2,606 -20%
CPO
311
Cerity Partners OCIO
New York
$1.2M +$52.8K +494 +5%
SSWM
312
Smith Salley Wealth Management
North Carolina
$1.19M +$30.1K +282 +3%
CBN
313
Cadence Bank NA
Texas
$1.19M
PSUF
314
People's United Financial
Connecticut
$1.17M -$83.9K -786 -7%
AWS
315
AJ Wealth Strategies
New York
$1.15M -$17K -159 -2%
HIS
316
Horizon Investment Services
Indiana
$1.15M +$142K +1,328 +15%
BA
317
Ballew Advisors
Mississippi
$1.14M -$1.06M -9,930 -50%
MWM
318
Mission Wealth Management
California
$1.14M +$2.24K +21 +0.2%
FIM
319
Freedom Investment Management
Connecticut
$1.13M -$91.5K -857 -8%
SW
320
StrongBox Wealth
Missouri
$1.13M -$104K -978 -9%
RMCM
321
Reynders McVeigh Capital Management
Massachusetts
$1.13M +$10K +94 +1%
HWA
322
Heritage Wealth Advisors
Virginia
$1.12M
SVWAG
323
Sound View Wealth Advisors Group
Georgia
$1.12M +$1.05M +9,861 New
AFC
324
AFT Forsyth & Company
Florida
$1.11M
Financial Engines Advisors
325
Financial Engines Advisors
California
$1.11M -$37.2K -348 -3%

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.