We are live on ! Find out more
IWP icon

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
EWA
301
ERTS Wealth Advisors
Michigan
$1.46M -$5.29K -46 -0.4%
BCM
302
BTC Capital Management
Iowa
$1.45M
TA
303
Tiedemann Advisors
New York
$1.42M -$3.43M -29,790 -70%
LPIC
304
LeJeune Puetz Investment Counsel
Michigan
$1.4M
EWM
305
EPG Wealth Management
Georgia
$1.38M -$120K -1,040 -8%
ONB
306
Old National Bancorp
Indiana
$1.38M -$697K -6,061 -33%
BIA
307
BHK Investment Advisors
Alabama
$1.38M -$31.5K -274 -2%
FNBT
308
FineMark National Bank & Trust
Florida
$1.37M +$99.4K +864 +8%
CWM
309
Cranbrook Wealth Management
Michigan
$1.36M -$26.5K -230 -2%
MCM
310
Murphy Capital Management
New Jersey
$1.35M -$2.88K -25 -0.2%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$1.34M +$4.72K +41 +0.3%
HF
312
HRT Financial
New York
$1.34M +$730K +6,349 +113%
BIA
313
Biondo Investment Advisors
Pennsylvania
$1.33M -$7.02K -61 -0.5%
WMP
314
Wealth Management Partners
Arizona
$1.33M -$7.94K -69 -0.6%
WI
315
Wedgewood Investors
Pennsylvania
$1.31M -$11.5K -100 -0.8%
SG
316
StoneX Group
New York
$1.3M -$12.7K -110 -0.9%
OGF
317
Orin Green Financial
California
$1.28M
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$1.26M -$121K -1,050 -9%
PTC
319
Private Trust Company
Ohio
$1.26M +$195K +1,699 +18%
GIA
320
Gladstone Institutional Advisory
Florida
$1.25M +$29.8K +259 +2%
HIA
321
Harbor Investment Advisory
Maryland
$1.25M +$33.6K +292 +3%
Lido Advisors
322
Lido Advisors
California
$1.25M +$572K +4,974 +81%
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$1.24M +$1.27M +11,028 New
BCA
324
Berman Capital Advisors
Georgia
$1.24M +$1.26K +11 +0.1%
HIS
325
Horizon Investment Services
Indiana
$1.23M +$99.4K +864 +9%

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.