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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
TA
601
TrueWealth Advisors
Alabama
$286K
IWS
602
Insight Wealth Strategies
California
$284K -$6.1K -53 -2%
YIA
603
YHB Investment Advisors
Connecticut
$281K
HA
604
Harborview Advisors
Maine
$280K
SSWM
605
Sheets Smith Wealth Management
North Carolina
$280K
STA
606
Summit Trail Advisors
New York
$280K +$288K +2,500 New
KA
607
Kovack Advisors
Florida
$278K +$345 +3 +0.1%
SIC
608
Salem Investment Counselors
North Carolina
$278K +$68.4K +595 +31%
RWA
609
Redhawk Wealth Advisors
Minnesota
$275K +$230 +2 +0.1%
OC
610
Oarsman Capital
Wisconsin
$272K
PTB
611
Pioneer Trust Bank
Oregon
$269K
PCG
612
Private Capital Group
Connecticut
$269K
CAG
613
Csenge Advisory Group
Florida
$268K +$273K +2,374 New
RW
614
REDW Wealth
New Mexico
$266K
MAFM
615
Mid Atlantic Financial Management
Pennsylvania
$265K -$115 -1 -0%
MCM
616
Monarch Capital Management
Indiana
$264K +$271K +2,356 New
Deutsche Bank
617
Deutsche Bank
Germany
$263K -$7.25K -63 -3%
CS
618
Credit Suisse
Switzerland
$262K +$49.6K +431 +23%
APW
619
Aurora Private Wealth
New Jersey
$261K -$72.5K -630 -21%
KCM
620
Kendall Capital Management
Maryland
$261K
WGCA
621
Wolf Group Capital Advisors
Virginia
$260K
IAIM
622
International Assets Investment Management
Florida
$260K +$7.94K +69 +3%
EAM
623
Evanson Asset Management
California
$259K
LA
624
Legacy Advisors
Pennsylvania
$259K
JWCA
625
J.W. Coons Advisors
Ohio
$258K +$115 +1 +0%

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.