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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
HA
651
Harfst & Associates
Wyoming
$223K
AIM
652
Arcadia Investment Management
Michigan
$222K
SW
653
SteelPeak Wealth
California
$220K +$208K +1,946 New
OIA
654
OneDigital Investment Advisors
Kansas
$219K +$206K +1,931 New
William Blair Investment Management
655
William Blair Investment Management
Illinois
$217K -$172K -1,609 -46%
EBSAM
656
Eubel Brady & Suttman Asset Management
Ohio
$216K -$226K -2,120 -50%
RIG
657
Renaissance Investment Group
Massachusetts
$216K +$204K +1,906 New
CS
658
Credit Suisse
Switzerland
$216K +$204K +1,907 New
DY
659
Dowling & Yahnke
California
$216K +$204K +1,912 New
HF
660
Halpern Financial
Virginia
$216K -$37.7K -353 -16%
Fayez Sarofim & Co
661
Fayez Sarofim & Co
Texas
$215K +$203K +1,896 New
PGA
662
Portland Global Advisors
Maine
$215K +$203K +1,898 New
SIC
663
Salem Investment Counselors
North Carolina
$214K -$6.62K -62 -3%
MWP
664
Madison Wealth Partners
Wisconsin
$214K +$202K +1,893 New
BA
665
Ballast Advisors
Minnesota
$212K -$6.41K -60 -3%
OWA
666
Opal Wealth Advisors
New York
$211K -$33.3K -312 -14%
BCM
667
Buckhead Capital Management
Georgia
$211K +$199K +1,864 New
RIM
668
Rockbridge Investment Management
New York
$210K
PCA
669
Personal Capital Advisors
California
$209K -$101K -950 -34%
Westfield Capital Management
670
Westfield Capital Management
Massachusetts
$208K -$17.8K -167 -8%
KIA
671
KCM Investment Advisors
California
$208K +$196K +1,839 New
CMI
672
Clare Market Investments
Texas
$206K +$195K +1,822 New
HR
673
Hayden Royal
North Carolina
$206K -$34.2K -320 -15%
QC
674
QCM Cayman
Texas
$206K +$194K +1,816 New
MWM
675
Merriman Wealth Management
Washington
$205K +$194K +1,815 New

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.