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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
PWMG
451
Prestige Wealth Management Group
New Jersey
$615K -$3.45K -30 -0.5%
WANY
452
Wealthspire Advisors (New York)
New York
$613K +$366K +3,179 +139%
RMDI
453
R.M. Davis Inc
Maine
$598K
VWA
454
V Wealth Advisors
Kansas
$595K -$2.88K -25 -0.5%
ABC
455
Associated Banc-Corp
Wisconsin
$593K
ESB
456
Essex Savings Bank
Connecticut
$587K
T
457
TNF
Montana
$587K +$606K +5,271 New
TFS
458
TrustCore Financial Services
Tennessee
$584K
MM
459
Meridian Management
Arkansas
$583K
FA
460
Flagstar Advisors
New York
$571K +$586K +5,097 New
FPW
461
Flagship Private Wealth
Massachusetts
$563K +$115 +1 +0%
MCM
462
Manchester Capital Management
Vermont
$562K
DC
463
Davenport & Co
Virginia
$561K +$35.5K +309 +7%
GC
464
Gratus Capital
Georgia
$560K
LC
465
LCNB Corp
Ohio
$558K
RCAG
466
Rehmann Capital Advisory Group
Michigan
$557K +$115 +1 +0%
IWP
467
Icon Wealth Partners
Texas
$545K
WTC
468
WhitTier Trust Company
Nevada
$544K
AllianceBernstein
469
AllianceBernstein
Tennessee
$539K +$62.6K +544 +13%
AIA
470
Arcadia Investment Advisors
Idaho
$539K -$6.67K -58 -1%
PCA
471
Pallas Capital Advisors
Massachusetts
$538K -$85.5K -743 -14%
IWC
472
Integrated Wealth Concepts
Massachusetts
$536K +$90.6K +788 +20%
CWM
473
Cornerstone Wealth Management
Missouri
$535K
PWP
474
Principle Wealth Partners
Connecticut
$535K
SFM
475
Signet Financial Management
New Jersey
$533K +$547K +4,752 New

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.