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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
AWM
576
Avior Wealth Management
Nebraska
$327K -$7.59K -66 -2%
CG
577
Caprock Group
Idaho
$326K -$315K -2,736 -49%
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$326K -$2.99K -26 -0.9%
HFA
579
High Falls Advisors
New York
$325K +$345 +3 +0.1%
KP
580
Keel Point
Alabama
$324K +$332K +2,888 New
CWM
581
CCG Wealth Management
California
$321K
PCM
582
Parsons Capital Management
Rhode Island
$320K
VCP
583
Vista Capital Partners
Oregon
$320K
RC
584
Rinet Company
Massachusetts
$320K +$22.4K +195 +7%
AA
585
Argent Advisors
Louisiana
$319K +$5.52K +48 +2%
PFA
586
Pure Financial Advisors
California
$318K -$9.43K -82 -3%
CCFM
587
Clear Creek Financial Management
Washington
$317K -$3.91K -34 -1%
RSWM
588
Robertson Stephens Wealth Management
California
$316K -$19.2K -167 -6%
NHC
589
Nicholas Hoffman & Company
Georgia
$316K
FHA
590
Flagship Harbor Advisors
Massachusetts
$311K
TPA
591
Trivium Point Advisory
Connecticut
$309K -$2.3K -20 -0.7%
SFG
592
Sovereign Financial Group
Connecticut
$308K +$316K +2,745 New
TGAM
593
TBH Global Asset Management
Tennessee
$306K
PWMAG
594
Pinnacle Wealth Management Advisory Group
New Jersey
$297K
FLA
595
Financial Life Advisors
Texas
$293K -$16.7K -145 -5%
PSF
596
Pacific Sun Financial
California
$291K +$299K +2,600 New
TC
597
TownSquare Capital
Utah
$290K +$297K +2,584 New
ECG
598
EPIQ Capital Group
California
$288K +$345 +3 +0.1%
BWM
599
BT Wealth Management
Georgia
$286K
Simplex Trading
600
Simplex Trading
Illinois
$286K

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.