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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
DY
676
Dowling & Yahnke
California
$216K +$1.84K +16 +0.8%
PGA
677
Portland Global Advisors
Maine
$213K
MG
678
Mather Group
Illinois
$212K -$26K -226 -11%
Fayez Sarofim & Co
679
Fayez Sarofim & Co
Texas
$212K
BA
680
Ballast Advisors
Minnesota
$210K
BCM
681
Buckhead Capital Management
Georgia
$209K
OWA
682
Opal Wealth Advisors
New York
$209K
RIM
683
Rockbridge Investment Management
New York
$208K
KIA
684
KCM Investment Advisors
California
$206K
AC
685
Abbrea Capital
California
$205K +$210K +1,830 New
CMI
686
Clare Market Investments
Texas
$204K +$115 +1 +0.1%
MSAM
687
Moloney Securities Asset Management
Missouri
$204K -$28.5K -248 -12%
MWM
688
Merriman Wealth Management
Washington
$203K
OIA
689
OneDigital Investment Advisors
Kansas
$202K -$15.1K -131 -7%
EWM
690
Empirical Wealth Management
Washington
$200K +$206K +1,788 New
GPA
691
Guidance Point Advisors
Massachusetts
$197K +$203K +1,764 New
AIM
692
Acropolis Investment Management
Missouri
$193K
HFS
693
HBC Financial Services
Washington
$193K
SWM
694
Sugarloaf Wealth Management
Georgia
$187K
PO
695
Private Ocean
California
$185K
KPCM
696
Kings Point Capital Management
New York
$178K
CHC
697
City Holding Co
West Virginia
$178K +$21.5K +187 +13%
FCA
698
FinTrust Capital Advisors
South Carolina
$176K
DSC
699
Duncker Streett & Co
Missouri
$173K
BFEC
700
Benjamin F. Edwards & Company
Missouri
$164K -$2.76K -24 -2%

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.