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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
CBT
701
CoreFirst Bank & Trust
Kansas
$124K
MA
702
Montag & Associates
Georgia
$121K
SFPG
703
Stonebridge Financial Planning Group
Florida
$116K
BFO
704
Biltmore Family Office
North Carolina
$113K
FEG
705
Financial Enhancement Group
Indiana
$113K
FGAM
706
Financial Gravity Asset Management
Texas
$113K
EWM
707
Evermay Wealth Management
Virginia
$113K +$107K +1,000 New
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$112K
SIAP
709
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K
1IA
710
1834 Investment Advisors
Wisconsin
$110K
KTC
711
Kistler-Tiffany Companies
Pennsylvania
$109K +$31.3K +293 +44%
PFBT
712
Parkside Financial Bank & Trust
Missouri
$107K +$3.31K +31 +3%
MPCG
713
Matrix Private Capital Group
New York
$105K
PCA
714
Providence Capital Advisors
North Carolina
$105K
Barclays
715
Barclays
United Kingdom
$104K -$647K -6,060 -87%
POIA
716
Pin Oak Investment Advisors
Texas
$101K +$854 +8 +0.9%
JCM
717
Jacobi Capital Management
Pennsylvania
$99K
JGIA
718
Jackson Grant Investment Advisers
Connecticut
$93K
SN
719
Sittner & Nelson
Oregon
$91K
WLPWM
720
Walled Lake Planning & Wealth Management
Illinois
$90K +$6.62K +62 +9%
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$5.34K -50 -6%
SNT
722
Security National Trust
West Virginia
$89K
WB
723
Webster Bank
Connecticut
$85K
JFA
724
JNBA Financial Advisors
Minnesota
$82K -$2.88K -27 -4%
PWM
725
Prentice Wealth Management
New York
$82K

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.