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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
B
426
Bailard
California
$645K
AIM
427
Allen Investment Management
New York
$644K -$14.4K -135 -2%
MFW
428
Mosaic Family Wealth
Missouri
$644K -$9.08K -85 -1%
ASBI
429
American State Bank (Iowa)
Iowa
$642K
CG
430
Caprock Group
Idaho
$639K +$1.39K +13 +0.2%
RPC
431
Rossmore Private Capital
Connecticut
$638K
RIS
432
Retirement Income Solutions
Michigan
$637K -$19.5K -183 -3%
HF
433
HRT Financial
New York
$633K -$2.59M -24,205 -81%
HSA
434
HBK Sorce Advisory
Pennsylvania
$633K +$124K +1,158 +26%
BFC
435
Bedel Financial Consulting
Indiana
$628K +$534 +5 +0.1%
PWMG
436
Prestige Wealth Management Group
New Jersey
$625K -$7.9K -74 -1%
PG
437
Patten Group
Tennessee
$616K -$1.6K -15 -0.3%
PWM
438
PRW Wealth Management
Massachusetts
$616K +$581K +5,440 New
GFS
439
GYL Financial Synergies
Connecticut
$613K +$66.3K +621 +13%
RMDI
440
R.M. Davis Inc
Maine
$604K
VWA
441
V Wealth Advisors
Kansas
$603K -$26.5K -248 -4%
RhumbLine Advisers
442
RhumbLine Advisers
Massachusetts
$601K +$567K +5,306 New
ABC
443
Associated Banc-Corp
Wisconsin
$600K +$219K +2,053 +63%
PCA
444
Pallas Capital Advisors
Massachusetts
$597K +$554K +5,186 New
SF
445
Summit Financial
New Jersey
$591K +$557K +5,219 New
TFS
446
TrustCore Financial Services
Tennessee
$590K +$429K +4,014 +335%
MM
447
Meridian Management
Arkansas
$589K
FPW
448
Flagship Private Wealth
Massachusetts
$570K +$5.98K +56 +1%
MCM
449
Manchester Capital Management
Vermont
$568K
GC
450
Gratus Capital
Georgia
$566K

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.