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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
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$30.9M +$30.6K +266 +0.1%
CMA
52
Cedar Mountain Advisors
Oregon
$30.5M -$607K -5,274 -2%
Bessemer Group
53
Bessemer Group
New Jersey
$30.3M
KF
54
Krilogy Financial
Missouri
$29.8M -$173K -1,503 -0.6%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$29.4M -$939K -8,165 -3%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$28.8M -$19.6K -170 -0.1%
CA
57
Cetera Advisors
Colorado
$28.4M +$7.69M +66,845 +36%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$28.1M -$9.62M -83,664 -25%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$26.3M +$283K +2,458 +1%
HFS
60
Hantz Financial Services
Michigan
$25.4M -$1.78M -15,475 -6%
OCM
61
One Capital Management
California
$24.7M +$2.25M +19,528 +10%
TI
62
Truepoint Inc
Ohio
$24.5M -$182K -1,581 -0.7%
IIC
63
Integrated Investment Consultants
Michigan
$23.9M +$759K +6,600 +3%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$23.9M +$2.82M +24,519 +13%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$21.6M -$411K -3,573 -2%
PAG
66
Private Advisor Group
New Jersey
$21.5M +$3.9M +33,914 +21%
BCIM
67
Bishop & Co Investment Management
Pennsylvania
$21.3M +$107K +926 +0.5%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$21M +$21.5M +187,067 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$19.8M +$267K +2,323 +1%
Mariner
70
Mariner
Kansas
$19.6M +$2.49M +21,671 +14%
UB
71
UMB Bank
Missouri
$19.2M -$163K -1,413 -0.8%
AUB
72
Atlantic Union Bankshares
Virginia
$19.2M -$1.1M -9,597 -5%
AI
73
Accredited Investors
Minnesota
$18.8M +$128K +1,115 +0.7%
FHA
74
First Horizon Advisors
Tennessee
$18.1M +$590K +5,125 +3%
LFWA
75
LBJ Family Wealth Advisors
Texas
$17.9M

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.