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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
OC
651
Oakworth Capital
Alabama
$237K -$575 -5 -0.2%
GLA
652
Great Lakes Advisors
Illinois
$236K
ONST
653
Old North State Trust
North Carolina
$235K +$171K +1,488 +244%
CCA
654
Clearwater Capital Advisors
Illinois
$234K
PP
655
PDS Planning
Ohio
$233K
PFBT
656
Parkside Financial Bank & Trust
Missouri
$233K +$130K +1,133 +120%
GC
657
Garde Capital
Washington
$232K
FWM
658
Fairhaven Wealth Management
Illinois
$229K
YIH
659
Y-Intercept (HK)
Hong Kong
$229K +$235K +2,040 New
TTWM
660
TCV Trust & Wealth Management
Virginia
$228K -$6.9K -60 -3%
WI
661
WrapManager Inc
California
$227K -$54.8K -476 -19%
MWP
662
Madison Wealth Partners
Wisconsin
$225K +$13.3K +116 +6%
MPIM
663
McGinn Penninger Investment Management
Virginia
$224K
PP
664
Pegasus Partners
Wisconsin
$224K
ECM
665
Evergreen Capital Management
Washington
$223K +$229K +1,990 New
DWP
666
Destiny Wealth Partners
Florida
$222K -$175K -1,525 -43%
WIC
667
Woodmont Investment Counsel
Tennessee
$222K
WCM
668
Windsor Capital Management
Arizona
$222K +$115 +1 +0.1%
HA
669
Harfst & Associates
Wyoming
$221K
AIM
670
Arcadia Investment Management
Michigan
$220K
GCMG
671
Gyroscope Capital Management Group
Florida
$220K +$225K +1,960 New
SIS
672
Sound Income Strategies
Florida
$218K -$19.4K -169 -8%
SW
673
SteelPeak Wealth
California
$218K
PWM
674
PBMares Wealth Management
Virginia
$217K +$222K +1,932 New
TC
675
Telemus Capital
Michigan
$216K -$33.6K -292 -13%

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.