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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
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$422K
SCA
502
Sage Capital Advisors
South Dakota
$422K
LRPA
503
L. Roy Papp & Associates
Arizona
$420K +$107 +1 +0%
MC
504
Middleton & Co
Massachusetts
$419K
ATPW
505
Ashton Thomas Private Wealth
Arizona
$416K +$393K +3,677 New
CAAS
506
Capital Asset Advisory Services
Michigan
$416K
SCA
507
St. Clair Advisors
Ohio
$414K
RSS
508
Rosenblum Silverman Sutton
California
$407K +$10.1K +95 +3%
WPC
509
White Pine Capital
Minnesota
$405K
SWMG
510
Strategic Wealth Management Group
Maryland
$405K +$45K +421 +13%
TP
511
Tranquility Partners
Tennessee
$404K +$7.48K +70 +2%
HCM
512
Hollencrest Capital Management
California
$401K -$8.01K -75 -2%
WS
513
Wedbush Securities
California
$401K -$3.2K -30 -0.8%
NAS
514
Nicolet Advisory Services
Wisconsin
$400K
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$398K -$1.71K -16 -0.5%
DWP
516
Destiny Wealth Partners
Florida
$397K +$31.8K +298 +9%
WLIM
517
White Lighthouse Investment Management
Massachusetts
$396K
ZIM
518
Zacks Investment Management
Illinois
$393K
GCM
519
Geneva Capital Management
Wisconsin
$393K +$70.1K +656 +23%
PMFA
520
Plante Moran Financial Advisors
Michigan
$392K +$19.2K +180 +5%
GRP
521
Global Retirement Partners
California
$390K -$4.17K -39 -1%
BL
522
Balentine LLC
Georgia
$388K
BAM
523
Berkshire Asset Management
Pennsylvania
$387K
BFA
524
Bragg Financial Advisors
North Carolina
$387K
Chevy Chase Trust
525
Chevy Chase Trust
Maryland
$382K -$150K -1,404 -29%

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.