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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
PGAM
726
Princeton Global Asset Management
New Jersey
$82K
WT
727
Washington Trust
Rhode Island
$82K
PCTC
728
Perkins Coie Trust Company
Washington
$78K
PB
729
Pinnacle Bancorp
Nebraska
$77K
SFC
730
SYM Financial Corp
Indiana
$76K
SWA
731
SOA Wealth Advisors
New York
$71K
WWM
732
Wolff Wiese Magana
California
$70K
CA
733
Crewe Advisors
Utah
$69K -$854 -8 -1%
GG
734
Gleason Group
Kentucky
$69K
ONST
735
Old North State Trust
North Carolina
$69K
SAM
736
S.A. Mason
Michigan
$68K +$3.74K +35 +6%
CCP
737
Clarkston Capital Partners
Michigan
$66K
BC
738
Burleson & Co
California
$63K -$31.1K -291 -34%
EIP
739
Ellis Investment Partners
Pennsylvania
$63K -$2.14K -20 -3%
FWM
740
Focused Wealth Management
New York
$63K
SIM
741
Sonora Investment Management
Arizona
$63K
BWM
742
Baystate Wealth Management
Massachusetts
$63K +$59K +552 New
SWA
743
Sutton Wealth Advisors
Florida
$62K
CFFP
744
Center for Financial Planning
Michigan
$59K +$25.6K +240 +85%
ADL
745
Asset Dedication LLC
California
$58K +$43.1K +404 +337%
GWS
746
Glassman Wealth Services
Virginia
$57K
HDIM
747
Hanson & Doremus Investment Management
Vermont
$54K -$44K -412 -57%
TCWA
748
Ten Capital Wealth Advisors
Washington
$54K -$1.6K -15 -3%
TFO
749
Tarbox Family Office
California
$54K
PSIWM
750
Paradigm Strategies in Wealth Management
Minnesota
$53K

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.