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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
FUBT
351
First United Bank & Trust
Maryland
$939K -$30.4K -285 -3%
PPP
352
Private Portfolio Partners
New Jersey
$937K -$55.9K -523 -6%
RT
353
Rockland Trust
Massachusetts
$934K -$97K -908 -10%
FCB
354
First Command Bank
Texas
$924K
FCFS
355
First Command Financial Services
Texas
$924K
SWP
356
Summit Wealth Partners
Florida
$924K -$5.66K -53 -0.6%
TRCT
357
Tower Research Capital (TRC)
New York
$923K -$4.79M -44,826 -85%
TWM
358
Tradition Wealth Management
Minnesota
$921K +$831K +7,776 +2,184%
CAM
359
Cozad Asset Management
Illinois
$919K +$4.91K +46 +0.6%
PFO
360
Pathstone Family Office
New Jersey
$918K -$80K -749 -8%
UAS
361
United Asset Strategies
New York
$917K +$97.8K +916 +13%
Millennium Management
362
Millennium Management
New York
$908K +$44.1K +413 +5%
CS
363
Comerica Securities
Michigan
$890K -$121K -1,135 -13%
CWM
364
Calamos Wealth Management
Illinois
$888K +$6.62K +62 +0.8%
HPCM
365
High Pointe Capital Management
Illinois
$886K
S
366
SignatureFD
Georgia
$885K
W
367
WealthOne
New York
$869K +$14.4K +135 +2%
MFGP
368
Marshall Financial Group (Pennsylvania)
Pennsylvania
$861K -$178K -1,665 -18%
LBC
369
Lowe Brockenbrough & Co
Virginia
$858K +$110K +1,032 +16%
ACM
370
Advisors Capital Management
New Jersey
$853K -$9.08K -85 -1%
IFG
371
Independent Financial Group
California
$852K +$141K +1,316 +21%
CS
372
Capital Square
Tennessee
$848K
FWP
373
FAS Wealth Partners
Kansas
$847K +$534 +5 +0.1%
BWA
374
Burt Wealth Advisors
Maryland
$843K -$19.2K -180 -2%
MMA
375
Miracle Mile Advisors
California
$835K -$93.9K -879 -11%

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.