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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
CT
476
Caldwell Trust
Florida
$529K
GFS
477
GYL Financial Synergies
Connecticut
$525K -$83.5K -726 -13%
AWA
478
Arkadios Wealth Advisors
Georgia
$524K -$1.46M -12,731 -73%
IF
479
IRON Financial
Illinois
$520K
GC
480
Gilbert & Cook
Iowa
$519K
MIH
481
Meitav Investment House
Israel
$517K
LCM
482
Liberty Capital Management
Michigan
$513K
C
483
Certuity
Florida
$510K -$1.61K -14 -0.3%
BSW
484
Buckingham Strategic Wealth
Missouri
$508K -$4.83K -42 -0.9%
SIA
485
Stegner Investment Associates
Kentucky
$506K
RWA
486
Ropes Wealth Advisors
Massachusetts
$497K
WWA
487
WC Walker & Associates
California
$495K -$292K -2,537 -36%
KIG
488
Kowal Investment Group
Wisconsin
$489K +$575 +5 +0.1%
HB
489
Homrich & Berg
Georgia
$482K -$34.9K -303 -7%
PCMC
490
Private Capital Management (Colorado)
Colorado
$474K +$38K +330 +8%
EW
491
Element Wealth
Mississippi
$470K +$239K +2,080 +98%
BWP
492
Baldwin Wealth Partners
Massachusetts
$467K
UWPG
493
Ullmann Wealth Partners Group
Florida
$466K
IF
494
Intrua Financial
Texas
$465K +$179K +1,554 +65%
MWM
495
McNaughton Wealth Management
California
$464K
OFG
496
Oxford Financial Group
Indiana
$462K -$522K -4,536 -52%
VA
497
Valmark Advisers
Ohio
$460K -$3.45K -30 -0.7%
AIA
498
Armor Investment Advisors
North Carolina
$457K -$23K -200 -5%
HF
499
Halpern Financial
Virginia
$455K +$248K +2,157 +113%
AWM
500
Apollon Wealth Management
South Carolina
$455K -$5.06K -44 -1%

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.