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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
TWP
426
Total Wealth Planning
Ohio
$714K +$4.03K +35 +0.6%
SIA
427
Soltis Investment Advisors
Utah
$711K -$17.5K -152 -2%
IWM
428
IHT Wealth Management
Illinois
$710K +$237K +2,058 +48%
PA
429
Parallel Advisors
California
$705K +$9.32K +81 +1%
CAM
430
Cresset Asset Management
Illinois
$703K +$17.5K +152 +2%
EP
431
Eudaimonia Partners
Tennessee
$697K +$190K +1,655 +36%
CBFP
432
Cedar Brook Financial Partners
Ohio
$696K +$714K +6,206 New
IA
433
IFP Advisors
Florida
$691K +$29K +252 +4%
Lazard Asset Management
434
Lazard Asset Management
New York
$682K
CWM
435
Chicago Wealth Management
Illinois
$676K
LB
436
Legacy Bridge
Iowa
$674K
GP
437
Girard Partners
Pennsylvania
$662K -$13.1K -114 -2%
5L
438
55I LLC
Massachusetts
$652K -$56.5K -491 -8%
MA
439
Mutual Advisors
Nebraska
$643K -$37.2K -323 -5%
SC
440
Steph & Co
Wisconsin
$642K -$2.88K -25 -0.4%
SYBT
441
Stock Yards Bank & Trust
Kentucky
$640K -$1.26K -11 -0.2%
B
442
Bailard
California
$639K
ASBI
443
American State Bank (Iowa)
Iowa
$636K
PG
444
Patten Group
Tennessee
$632K +$22.4K +195 +4%
RPC
445
Rossmore Private Capital
Connecticut
$631K
RIS
446
Retirement Income Solutions
Michigan
$630K
HSA
447
HBK Sorce Advisory
Pennsylvania
$627K
AIM
448
Allen Investment Management
New York
$625K -$13.6K -118 -2%
BFC
449
Bedel Financial Consulting
Indiana
$621K
MFW
450
Mosaic Family Wealth
Missouri
$620K -$17.8K -155 -3%

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.