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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
TGAM
576
TBH Global Asset Management
Tennessee
$309K
TPA
577
Trivium Point Advisory
Connecticut
$309K
LFAS
578
Level Four Advisory Services
Texas
$304K -$31.6K -296 -10%
RC
579
Rinet Company
Massachusetts
$301K
PWMAG
580
Pinnacle Wealth Management Advisory Group
New Jersey
$300K
LGA
581
Lebenthal Global Advisors
New York
$294K
IWS
582
Insight Wealth Strategies
California
$293K -$45.1K -422 -14%
ECG
583
EPIQ Capital Group
California
$291K +$107 +1 +0%
ACM
584
AlphaStar Capital Management
North Carolina
$290K +$7.48K +70 +3%
BWM
585
BT Wealth Management
Georgia
$289K
FNBOO
586
First National Bank of Omaha
Nebraska
$289K
TA
587
TrueWealth Advisors
Alabama
$289K
Simplex Trading
588
Simplex Trading
Illinois
$286K -$48.7K -456 -15%
YIA
589
YHB Investment Advisors
Connecticut
$284K -$21.4K -200 -7%
HA
590
Harborview Advisors
Maine
$283K
SSWM
591
Sheets Smith Wealth Management
North Carolina
$283K
WI
592
WrapManager Inc
California
$283K
QCM
593
Quest Capital Management
Texas
$283K +$267K +2,500 New
KA
594
Kovack Advisors
Florida
$280K +$18.9K +177 +8%
RWA
595
Redhawk Wealth Advisors
Minnesota
$277K +$214 +2 +0.1%
OC
596
Oarsman Capital
Wisconsin
$274K
IF
597
Intrua Financial
Texas
$274K +$26.5K +248 +12%
PTB
598
Pioneer Trust Bank
Oregon
$272K
Deutsche Bank
599
Deutsche Bank
Germany
$272K +$46.8K +438 +22%
Fisher Asset Management
600
Fisher Asset Management
Washington
$271K -$177K -1,656 -41%

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.