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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
BBA
351
BLB&B Advisors
Pennsylvania
$1.06M +$844K +7,341 +350%
UCMOK
352
United Capital Management of KS
Kansas
$1.05M -$19.2K -167 -2%
GSEP
353
Golden State Equity Partners
California
$1.04M -$1.84K -16 -0.2%
VCA
354
Verdence Capital Advisors
Maryland
$1.03M +$330K +2,869 +45%
ASN
355
Advisory Services Network
Georgia
$1.02M -$2.01M -17,479 -66%
GT
356
Greenleaf Trust
Michigan
$1.02M +$13.1K +114 +1%
AFP
357
Ausdal Financial Partners
Iowa
$1.01M +$230 +2 +0%
PFO
358
Pathstone Family Office
New Jersey
$1.01M +$102K +886 +11%
S
359
SignatureFD
Georgia
$1.01M +$135K +1,176 +15%
FCH
360
Freestone Capital Holdings
Washington
$1M +$2.3K +20 +0.2%
CAC
361
Certified Advisory Corp
Florida
$1M +$17.1K +149 +2%
IFG
362
Independent Financial Group
California
$992K +$153K +1,327 +18%
SIM
363
Stratos Investment Management
Ohio
$979K +$686K +5,966 +215%
FSA
364
Financial Sense Advisors
California
$971K +$460 +4 +0%
NAM
365
NTV Asset Management
West Virginia
$949K
IAN
366
Integrated Advisors Network
Texas
$949K +$419K +3,641 +75%
ACM
367
Advisors Capital Management
New Jersey
$948K +$106K +920 +12%
KFI
368
Key Financial Inc
Pennsylvania
$945K
QCG
369
Quadrant Capital Group
Ohio
$944K
BCM
370
BTR Capital Management
California
$943K -$57.5K -500 -6%
CT
371
Cambridge Trust
Massachusetts
$942K +$5.29K +46 +0.6%
W
372
WealthOne
New York
$941K +$83K +722 +9%
CS
373
Comerica Securities
Michigan
$938K +$58.1K +505 +6%
FUBT
374
First United Bank & Trust
Maryland
$934K +$4.37K +38 +0.5%
WSFS
375
Wilmington Savings Fund Society
Delaware
$933K +$113K +980 +13%

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.