We are live on ! Find out more
IWP icon

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
CHJWM
526
Carlton Hofferkamp & Jenks Wealth Management
Texas
$403K -$3.8K -33 -1%
GCM
527
Geneva Capital Management
Wisconsin
$401K +$12.3K +107 +3%
PMFA
528
Plante Moran Financial Advisors
Michigan
$398K +$10.2K +89 +3%
FA
529
FDx Advisors
Illinois
$397K -$21.7K -189 -5%
HCM
530
Hollencrest Capital Management
California
$397K
WPC
531
White Pine Capital
Minnesota
$397K
NAS
532
Nicolet Advisory Services
Wisconsin
$396K +$230 +2 +0.1%
WS
533
Wedbush Securities
California
$394K -$3.34K -29 -0.8%
LHC
534
Little House Capital
Massachusetts
$392K -$84K -730 -17%
WLIM
535
White Lighthouse Investment Management
Massachusetts
$392K
GRP
536
Global Retirement Partners
California
$386K +$115 +1 +0%
LA
537
Latitude Advisors
Florida
$386K +$396K +3,445 New
BFA
538
Bragg Financial Advisors
North Carolina
$384K +$575 +5 +0.1%
BAM
539
Berkshire Asset Management
Pennsylvania
$383K
OMC
540
Old Mission Capital
Illinois
$381K -$9.94M -86,430 -96%
Chevy Chase Trust
541
Chevy Chase Trust
Maryland
$378K
AFWM
542
AMJ Financial Wealth Management
Virginia
$378K +$388K +3,373 New
EDRH
543
Edmond de Rothschild Holding
Switzerland
$370K -$285K -2,474 -43%
PIFP
544
Partners in Financial Planning
Virginia
$369K +$115 +1 +0%
OA
545
Oxbow Advisors
Texas
$368K
DIA
546
Dana Investment Advisors
Wisconsin
$366K +$171K +1,489 +84%
MMPW
547
Mitchell McLeod Pugh & Williams
Alabama
$364K
RIM
548
Regent Investment Management
Kentucky
$364K
FFC
549
First Financial Corp
Indiana
$364K +$4.72K +41 +1%
RSS
550
Rosenblum Silverman Sutton
California
$361K -$42.6K -370 -10%

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.