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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
BWL
701
Bogart Wealth LLC
Virginia
$160K
JWM
702
Janiczek Wealth Management
Colorado
$160K +$2.19K +19 +1%
SWA
703
SOA Wealth Advisors
New York
$160K +$92K +800 +126%
TWA
704
TCI Wealth Advisors
Arizona
$160K +$145K +1,259 +741%
EK
705
Evensky & Katz
Florida
$150K -$18.5K -161 -11%
Federated Hermes
706
Federated Hermes
Pennsylvania
$150K +$154K +1,337 New
PLU
707
Performa Ltd (US)
South Carolina
$146K
LAS
708
Lloyd Advisory Services
Georgia
$137K -$22.8K -198 -14%
TC
709
Trust Company
Kansas
$137K
CFD
710
Creative Financial Designs
Indiana
$136K -$31.1K -270 -18%
RG
711
Retirement Group
California
$135K
HBT
712
Hills Bank & Trust
Iowa
$134K
SC
713
Sierra Capital
Florida
$133K
PWA
714
Phoenix Wealth Advisors
North Carolina
$128K
TCWA
715
Ten Capital Wealth Advisors
Washington
$128K +$76.5K +665 +139%
CBT
716
CoreFirst Bank & Trust
Kansas
$123K
MA
717
Montag & Associates
Georgia
$120K
WLPWM
718
Walled Lake Planning & Wealth Management
Illinois
$118K +$30.5K +265 +34%
SFPG
719
Stonebridge Financial Planning Group
Florida
$113K -$10.2K -89 -9%
BFO
720
Biltmore Family Office
North Carolina
$112K
EWM
721
Evermay Wealth Management
Virginia
$112K
FEG
722
Financial Enhancement Group
Indiana
$112K
FGAM
723
Financial Gravity Asset Management
Texas
$112K
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$111K
SIAP
725
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K

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.