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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
RRA
376
Round Rock Advisors
Connecticut
$923K -$71.5K -622 -7%
PPP
377
Private Portfolio Partners
New Jersey
$919K -$8.63K -75 -0.9%
FWP
378
FAS Wealth Partners
Kansas
$917K +$80.5K +700 +9%
SWP
379
Summit Wealth Partners
Florida
$901K -$14.3K -124 -2%
CFG
380
Cooper Financial Group
California
$888K -$121K -1,048 -12%
CWM
381
Calamos Wealth Management
Illinois
$880K
HPCM
382
High Pointe Capital Management
Illinois
$878K
CAM
383
Cozad Asset Management
Illinois
$874K -$36.3K -316 -4%
FCB
384
First Command Bank
Texas
$870K -$46K -400 -5%
FCFS
385
First Command Financial Services
Texas
$870K -$46K -400 -5%
WA
386
Waverly Advisors
Alabama
$859K
STAS
387
Strong Tower Advisory Services
Minnesota
$857K +$862K +7,493 New
EFS
388
Essex Financial Services
Connecticut
$853K +$58.2K +506 +7%
MFGP
389
Marshall Financial Group (Pennsylvania)
Pennsylvania
$852K
WI
390
Wintrust Investments
Illinois
$850K -$108K -940 -11%
CS
391
Capital Square
Tennessee
$850K +$2.42K +21 +0.3%
LBC
392
Lowe Brockenbrough & Co
Virginia
$849K
BWA
393
Burt Wealth Advisors
Maryland
$835K
MMA
394
Miracle Mile Advisors
California
$827K
SHJ
395
Sharkey, Howes & Javer
Colorado
$826K
SC
396
SouthState Corp
Florida
$819K
FFG
397
Fullen Financial Group
Ohio
$818K +$920 +8 +0.1%
GPA
398
Garrison Point Advisors
California
$815K
FAIM
399
Financial Advocates Investment Management
Washington
$814K +$105K +912 +14%
DJYG
400
David J. Yvars Group
Florida
$812K

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.