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
BAM
401
Belpointe Asset Management
Nevada
$810K +$8.4K +73 +1%
HCA
402
Harbour Capital Advisors
Virginia
$807K -$2.88K -25 -0.3%
NFG
403
Nations Financial Group
Iowa
$806K +$4.95K +43 +0.6%
MWM
404
Meridian Wealth Management
Kentucky
$804K -$503K -4,376 -38%
Cerity Partners
405
Cerity Partners
New York
$798K +$23.1K +201 +3%
FNBOO
406
First National Bank of Omaha
Nebraska
$798K +$494K +4,291 +152%
CPIG
407
Chicago Partners Investment Group
Illinois
$795K +$92.9K +808 +14%
SKK
408
Shepherd Kaplan Krochuk
Massachusetts
$786K
LW
409
Linscomb Wealth
Texas
$782K
1SB
410
1ST Source Bank
Indiana
$769K -$5.75K -50 -0.7%
AP
411
Appleton Partners
Massachusetts
$765K -$25.9K -225 -3%
CCP
412
Corient Capital Partners
California
$759K
NFC
413
Northeast Financial Consultants
Connecticut
$757K -$23K -200 -3%
RB
414
Renasant Bank
Mississippi
$756K
SF
415
Summit Financial
New Jersey
$756K +$176K +1,526 +29%
VFA
416
Valeo Financial Advisors
Indiana
$752K -$39.3K -342 -5%
SMC
417
Smith, Moore & Co
Missouri
$752K +$3.11K +27 +0.4%
ATPW
418
Ashton Thomas Private Wealth
Arizona
$751K +$348K +3,025 +82%
CWM
419
Cahaba Wealth Management
Georgia
$740K -$78.1K -679 -9%
BWA
420
BlueSky Wealth Advisors
North Carolina
$740K -$11.6K -101 -2%
DI
421
DAGCO Inc
Ohio
$737K +$14.5K +126 +2%
LSA
422
Lion Street Advisors
Texas
$737K +$759K +6,599 New
RT
423
Rockland Trust
Massachusetts
$728K -$202K -1,757 -21%
CCM
424
Cohen Capital Management
California
$723K
YWP
425
YorkBridge Wealth Partners
New York
$717K -$1.73K -15 -0.2%

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.