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
SSWM
326
Smith Salley Wealth Management
North Carolina
$1.2M +$19.1K +166 +2%
CBN
327
Cadence Bank NA
Texas
$1.18M +$3.68K +32 +0.3%
SW
328
StrongBox Wealth
Missouri
$1.18M +$67.6K +588 +6%
PSUF
329
People's United Financial
Connecticut
$1.14M -$15.4K -134 -1%
NFG
330
Next Financial Group
Texas
$1.14M -$47.7K -415 -4%
BA
331
Ballew Advisors
Mississippi
$1.14M -$4.83K -42 -0.4%
SWA
332
Sax Wealth Advisors
New Jersey
$1.13M +$112K +970 +11%
CPO
333
Cerity Partners OCIO
New York
$1.13M -$60.6K -527 -5%
MWM
334
Mission Wealth Management
California
$1.12M +$230 +2 +0%
RMCM
335
Reynders McVeigh Capital Management
Massachusetts
$1.11M
LNC
336
Lincoln National Corp
Pennsylvania
$1.11M +$17.4K +151 +2%
HWA
337
Heritage Wealth Advisors
Virginia
$1.11M
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$1.11M +$4.14K +36 +0.4%
UAS
339
United Asset Strategies
New York
$1.1M +$194K +1,690 +21%
FI
340
Financial Insights
Washington
$1.1M +$67.5K +587 +6%
Financial Engines Advisors
341
Financial Engines Advisors
California
$1.09M -$6.56K -57 -0.6%
EIA
342
Eldridge Investment Advisors
New Hampshire
$1.08M
SW
343
SVB Wealth
Massachusetts
$1.08M -$6.9K -60 -0.6%
MAM
344
Meeder Asset Management
Ohio
$1.08M -$814K -7,074 -42%
SQA
345
Simon Quick Advisors
New Jersey
$1.08M +$1.26K +11 +0.1%
AAM
346
Autus Asset Management
Arizona
$1.07M -$15.3K -133 -1%
AL
347
Aspiriant LLC
California
$1.07M
FIM
348
Freedom Investment Management
Connecticut
$1.07M -$51K -443 -4%
AFC
349
AFT Forsyth & Company
Florida
$1.07M -$34.5K -300 -3%
ATC
350
Argent Trust Co
Tennessee
$1.07M

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.