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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
EL
501
EMFO LLC
Florida
$454K
MFG
502
Magnus Financial Group
New York
$453K
RBFC
503
Roman Butler Fullerton & Co
Missouri
$449K +$230 +2 +0.1%
AP
504
Adero Partners
California
$448K
AMM
505
American Money Management
California
$447K +$459K +3,990 New
TCBWMS
506
Texas Capital Bank Wealth Management Services
Texas
$443K
9WM
507
9258 Wealth Management
Ohio
$442K -$1.26K -11 -0.3%
ODIJL
508
One Day In July LLC
Vermont
$442K +$20.6K +179 +5%
BCA
509
Biltmore Capital Advisors
New Jersey
$441K
MA
510
MONECO Advisors
Connecticut
$428K +$115 +1 +0%
ZIM
511
Zacks Investment Management
Illinois
$427K +$38.8K +337 +10%
BP
512
Ballentine Partners
Massachusetts
$426K
CFA
513
Cahill Financial Advisors
Minnesota
$419K +$67.3K +585 +19%
AW
514
ACG Wealth
Georgia
$418K -$1.15K -10 -0.3%
MIA
515
MainStreet Investment Advisors
Illinois
$418K
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$418K
SCA
517
Sage Capital Advisors
South Dakota
$418K
LRPA
518
L. Roy Papp & Associates
Arizona
$415K
MC
519
Middleton & Co
Massachusetts
$415K
TP
520
Tranquility Partners
Tennessee
$413K +$13K +113 +3%
IC
521
Intersect Capital
California
$413K +$83K +722 +24%
CAAS
522
Capital Asset Advisory Services
Michigan
$412K
AA
523
Ancora Advisors
Ohio
$411K +$65.3K +568 +18%
RTL
524
Red Tortoise LLC
Georgia
$411K +$602K +5,236 New
SCA
525
St. Clair Advisors
Ohio
$410K

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.