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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
SHJ
376
Sharkey, Howes & Javer
Colorado
$834K -$39.3K -368 -5%
CWM
377
Cahaba Wealth Management
Georgia
$832K -$15.3K -143 -2%
WSFS
378
Wilmington Savings Fund Society
Delaware
$831K -$28.6K -268 -4%
SC
379
SouthState Corp
Florida
$828K +$74.1K +694 +10%
DJYG
380
David J. Yvars Group
Florida
$824K
GPA
381
Garrison Point Advisors
California
$823K
HCA
382
Harbour Capital Advisors
Virginia
$818K -$10.7K -100 -1%
WA
383
Waverly Advisors
Alabama
$816K -$21.4K -200 -3%
BAM
384
Belpointe Asset Management
Nevada
$810K +$40.5K +379 +6%
NFG
385
Nations Financial Group
Iowa
$809K -$101K -946 -12%
FFG
386
Fullen Financial Group
Ohio
$805K +$427 +4 +0.1%
AP
387
Appleton Partners
Massachusetts
$798K -$48.1K -450 -6%
VFA
388
Valeo Financial Advisors
Indiana
$798K +$427K +4,001 +131%
SKK
389
Shepherd Kaplan Krochuk
Massachusetts
$794K -$63.3K -593 -8%
WWA
390
WC Walker & Associates
California
$791K
LW
391
Linscomb Wealth
Texas
$790K
NFC
392
Northeast Financial Consultants
Connecticut
$787K
Cerity Partners
393
Cerity Partners
New York
$783K -$3.42K -32 -0.5%
1SB
394
1ST Source Bank
Indiana
$782K -$11.7K -110 -2%
SCM
395
Snow Capital Management
Pennsylvania
$781K
CCP
396
Corient Capital Partners
California
$767K
BWA
397
BlueSky Wealth Advisors
North Carolina
$765K
RB
398
Renasant Bank
Mississippi
$764K -$66.5K -623 -8%
SMC
399
Smith, Moore & Co
Missouri
$757K +$83.3K +780 +13%
SWA
400
Stratos Wealth Advisors
Ohio
$736K +$163K +1,530 +31%

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.