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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
IWM
476
IHT Wealth Management
Illinois
$484K -$17.7K -166 -4%
AllianceBernstein
477
AllianceBernstein
Tennessee
$483K +$235K +2,200 +107%
LHC
478
Little House Capital
Massachusetts
$479K +$452K +4,230 New
BWP
479
Baldwin Wealth Partners
Massachusetts
$472K
UWPG
480
Ullmann Wealth Partners Group
Florida
$470K
MWM
481
McNaughton Wealth Management
California
$469K
VA
482
Valmark Advisers
Ohio
$469K +$63.7K +596 +17%
AWM
483
Apollon Wealth Management
South Carolina
$464K +$46K +431 +12%
EL
484
EMFO LLC
Florida
$458K +$432K +4,048 New
MFG
485
Magnus Financial Group
New York
$457K -$35.4K -331 -8%
AP
486
Adero Partners
California
$453K
IWC
487
Integrated Wealth Concepts
Massachusetts
$453K +$40.4K +378 +10%
9WM
488
9258 Wealth Management
Ohio
$448K +$1.82K +17 +0.4%
TCBWMS
489
Texas Capital Bank Wealth Management Services
Texas
$447K
BCA
490
Biltmore Capital Advisors
New Jersey
$446K -$50.6K -474 -11%
KPWS
491
Kestra Private Wealth Services
Texas
$445K +$6.51K +61 +2%
PCMC
492
Private Capital Management (Colorado)
Colorado
$441K +$15.6K +146 +4%
HH
493
Hilltop Holdings
Texas
$436K +$412K +3,853 New
MA
494
MONECO Advisors
Connecticut
$432K +$3.63K +34 +0.9%
RBFC
495
Roman Butler Fullerton & Co
Missouri
$431K +$107 +1 +0%
BP
496
Ballentine Partners
Massachusetts
$430K
ODIJL
497
One Day In July LLC
Vermont
$426K +$51.3K +480 +15%
AW
498
ACG Wealth
Georgia
$424K -$10.7K -100 -3%
FA
499
FDx Advisors
Illinois
$422K -$8.22K -77 -2%
MIA
500
MainStreet Investment Advisors
Illinois
$422K

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.