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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
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$361K -$33.8K -294 -8%
1WM
552
1900 Wealth Management
Texas
$359K +$368K +3,199 New
Fiera Capital (Canada)
553
Fiera Capital (Canada)
Quebec, Canada
$358K -$5.64K -49 -2%
AF
554
Affiance Financial
Minnesota
$356K
RIA
555
Regal Investment Advisors
Michigan
$353K +$4.83K +42 +1%
RhumbLine Advisers
556
RhumbLine Advisers
Massachusetts
$352K -$249K -2,165 -41%
MAM
557
Madison Asset Management
Wisconsin
$351K
BCM
558
Bourgeon Capital Management
Connecticut
$349K
WA
559
WealthTrust Axiom
Pennsylvania
$349K
CAL
560
Capital Advisors Ltd
Ohio
$348K -$8.28K -72 -2%
SWM
561
SeaCrest Wealth Management
New York
$347K +$3.45K +30 +1%
TYCC
562
Texas Yale Capital Corp
Florida
$346K
HPWA
563
Hall Private Wealth Advisors
North Carolina
$344K
PWM
564
Perigon Wealth Management
California
$343K
FIM
565
Fernwood Investment Management
Massachusetts
$341K -$5.29K -46 -1%
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$337K -$9.2K -80 -3%
FMN
567
Financial Management Network
California
$336K
SMA
568
Sage Mountain Advisors
Georgia
$336K
DAS
569
Dynamic Advisor Solutions
Arizona
$335K +$29.9K +260 +10%
ACM
570
AlphaStar Capital Management
North Carolina
$332K +$23.2K +202 +8%
CFA
571
Carroll Financial Associates
North Carolina
$331K
CF
572
Centaurus Financial
California
$331K
ST
573
Smithfield Trust
Pennsylvania
$331K
IA
574
Insight Advisors
Pennsylvania
$330K -$25.7K -223 -8%
KPW
575
Kore Private Wealth
New York
$330K

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.