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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
ZB
26
Zions Bancorporation
Utah
$66.6M +$3.87M +33,685 +6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$64.4M +$2M +17,390 +3%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$60.3M +$10.3M +89,417 +20%
JIC
29
Johnson Investment Counsel
Ohio
$55.4M -$756K -6,574 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$54.9M -$337K -2,930 -0.6%
SGAM
31
Stephens Group Asset Management
Arkansas
$54.3M +$61K +530 +0.1%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$54M +$55.4M +481,672 New
M&T Bank
33
M&T Bank
New York
$52.6M -$465K -4,042 -0.9%
EH
34
Equitable Holdings
New York
$46.3M -$5.66M -49,178 -11%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$44.8M
RA
36
Rodgers & Associates
Pennsylvania
$43.5M -$611K -5,308 -1%
Creative Planning
37
Creative Planning
Kansas
$43.3M +$465K +4,039 +1%
KeyBank National Association
38
KeyBank National Association
Ohio
$42.1M -$216K -1,877 -0.5%
RJA
39
Raymond James & Associates
Florida
$42M -$5.56M -48,341 -11%
AWM
40
AE Wealth Management
Kansas
$39.7M -$5.34M -46,414 -12%
EB
41
Eastern Bank
Massachusetts
$37.4M +$285K +2,482 +0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$36.7M -$11M -95,790 -23%
ANTB
43
AMG National Trust Bank
Colorado
$35.7M -$481K -4,185 -1%
CC
44
Cassaday & Co
Virginia
$34.2M -$2.24M -19,489 -6%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$33.9M -$30.5M -265,395 -58%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.6M
MML Investors Services
47
MML Investors Services
Massachusetts
$32.7M +$7.25M +63,031 +28%
GW
48
GW & Wade
Massachusetts
$32.5M -$317K -2,760 -0.9%
HighTower Advisors
49
HighTower Advisors
Illinois
$31.3M +$1.09M +9,476 +4%
BCI
50
Brinker Capital Investments
Pennsylvania
$31M

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.