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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
LNC
326
Lincoln National Corp
Pennsylvania
$1.11M +$250K +2,341 +31%
SW
327
SVB Wealth
Massachusetts
$1.1M -$116K -1,087 -10%
AAM
328
Autus Asset Management
Arizona
$1.1M -$48.1K -450 -4%
EIA
329
Eldridge Investment Advisors
New Hampshire
$1.1M
SQA
330
Simon Quick Advisors
New Jersey
$1.09M -$14.6K -137 -1%
AL
331
Aspiriant LLC
California
$1.08M -$99.4K -931 -9%
UCMOK
332
United Capital Management of KS
Kansas
$1.08M -$27.8K -260 -3%
PTC
333
Private Trust Company
Ohio
$1.08M -$32K -300 -3%
ATC
334
Argent Trust Co
Tennessee
$1.08M -$21.1K -198 -2%
GSEP
335
Golden State Equity Partners
California
$1.05M +$29.7K +278 +3%
SWA
336
Sax Wealth Advisors
New Jersey
$1.03M +$45.6K +427 +5%
AFP
337
Ausdal Financial Partners
Iowa
$1.02M +$134K +1,255 +16%
CFG
338
Cooper Financial Group
California
$1.01M -$53.9K -505 -5%
GT
339
Greenleaf Trust
Michigan
$1.01M
BCM
340
BTR Capital Management
California
$1.01M
FCH
341
Freestone Capital Holdings
Washington
$1.01M
RRA
342
Round Rock Advisors
Connecticut
$1M -$118K -1,107 -11%
CAC
343
Certified Advisory Corp
Florida
$995K +$534 +5 +0.1%
OFG
344
Oxford Financial Group
Indiana
$981K -$47.5K -445 -5%
FSA
345
Financial Sense Advisors
California
$980K -$294K -2,748 -24%
WI
346
Wintrust Investments
Illinois
$965K +$24.6K +230 +3%
KFI
347
Key Financial Inc
Pennsylvania
$964K
NAM
348
NTV Asset Management
West Virginia
$959K
QCG
349
Quadrant Capital Group
Ohio
$953K -$21.4K -200 -2%
CT
350
Cambridge Trust
Massachusetts
$946K -$63.9K -598 -7%

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.