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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
DIA
676
Dana Investment Advisors
Wisconsin
$201K -$75.7K -709 -29%
RPG
677
Resource Planning Group
Georgia
$201K +$189K +1,774 New
BMCM
678
Bryn Mawr Capital Management
Pennsylvania
$200K -$85.4K -800 -31%
AIM
679
Acropolis Investment Management
Missouri
$195K
SWM
680
Sugarloaf Wealth Management
Georgia
$189K -$34.5K -323 -16%
PO
681
Private Ocean
California
$187K
HFS
682
HBC Financial Services
Washington
$185K
KPCM
683
Kings Point Capital Management
New York
$180K
FCA
684
FinTrust Capital Advisors
South Carolina
$177K -$4.49K -42 -3%
DSC
685
Duncker Streett & Co
Missouri
$174K
EK
686
Evensky & Katz
Florida
$170K +$214 +2 +0.1%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$169K +$641 +6 +0.4%
CFD
688
Creative Financial Designs
Indiana
$168K +$40.1K +375 +34%
BWL
689
Bogart Wealth LLC
Virginia
$162K -$5.34K -50 -3%
JWM
690
Janiczek Wealth Management
Colorado
$160K
LAS
691
Lloyd Advisory Services
Georgia
$160K +$8.22K +77 +6%
CHC
692
City Holding Co
West Virginia
$158K
PLU
693
Performa Ltd (US)
South Carolina
$148K
CWA
694
Clearview Wealth Advisors
Oregon
$138K
TC
695
Trust Company
Kansas
$138K
RG
696
Retirement Group
California
$137K -$12.6K -118 -9%
HBT
697
Hills Bank & Trust
Iowa
$136K
SC
698
Sierra Capital
Florida
$134K
PWA
699
Phoenix Wealth Advisors
North Carolina
$131K
PC
700
Permanens Capital
New York
$125K -$10.7K -100 -8%

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.