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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
MC
626
Moors & Cabot
Massachusetts
$258K +$260K +2,258 New
PCA
627
Personal Capital Advisors
California
$257K +$51.9K +451 +24%
ODCM
628
Old Dominion Capital Management
Virginia
$256K
Westfield Capital Management
629
Westfield Capital Management
Massachusetts
$256K +$51.1K +444 +24%
WJWM
630
Williams Jones Wealth Management
New York
$256K +$263K +2,286 New
WP
631
WealthSource Partners
California
$254K +$13.2K +115 +5%
IBOK
632
Independence Bank of Kentucky
Kentucky
$253K
FFS
633
Founders Financial Securities
Maryland
$252K
IIC
634
Ironwood Investment Counsel
Arizona
$252K
AWA
635
Arete Wealth Advisors
Illinois
$250K +$257K +2,231 New
HCIA
636
Hochman Cole Investment Advisors
Illinois
$248K
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K
GDP
638
Great Diamond Partners
Maine
$244K
CPSAC
639
Chas P. Smith & Associates (CPS)
Florida
$244K +$10.5K +91 +4%
FA
640
Fermata Advisors
California
$244K +$251K +2,181 New
AT
641
Arden Trust
Delaware
$243K -$23.7K -206 -9%
CWS
642
Cypress Wealth Services
California
$243K
BBA
643
Braun-Bostich & Associates
Pennsylvania
$242K
TCOV
644
Trust Company of Vermont
Vermont
$239K -$6.44K -56 -3%
NEWAS
645
N.E.W. Advisory Services
Wisconsin
$239K
WF
646
Welch & Forbes
Massachusetts
$238K -$28.8K -250 -11%
GIM
647
Goelzer Investment Management
Indiana
$238K -$26.1K -227 -10%
DIP
648
DT Investment Partners
Pennsylvania
$238K
EBSAM
649
Eubel Brady & Suttman Asset Management
Ohio
$238K
WF
650
WoodTrust Financial
Wisconsin
$238K

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.