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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
WOSD
726
WFA of San Diego
California
$110K +$113K +983 New
1IA
727
1834 Investment Advisors
Wisconsin
$109K
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$108K
MPCG
729
Matrix Private Capital Group
New York
$104K
PCA
730
Providence Capital Advisors
North Carolina
$104K
POIA
731
Pin Oak Investment Advisors
Texas
$100K
JCM
732
Jacobi Capital Management
Pennsylvania
$98K +$115 +1 +0.1%
CWA
733
Clearview Wealth Advisors
Oregon
$94K -$44.4K -386 -32%
ADL
734
Asset Dedication LLC
California
$94K +$36.3K +316 +60%
JGIA
735
Jackson Grant Investment Advisers
Connecticut
$92K +$115 +1 +0.1%
PA
736
PSI Advisors
Florida
$92K +$94.8K +824 New
SN
737
Sittner & Nelson
Oregon
$90K
SNT
738
Security National Trust
West Virginia
$89K
WB
739
Webster Bank
Connecticut
$84K
PWM
740
Prentice Wealth Management
New York
$81K
PGAM
741
Princeton Global Asset Management
New Jersey
$81K
WT
742
Washington Trust
Rhode Island
$81K
SIM
743
Sonora Investment Management
Arizona
$81K +$18.6K +162 +29%
HDIM
744
Hanson & Doremus Investment Management
Vermont
$81K +$47.4K +412 +131%
PB
745
Pinnacle Bancorp
Nebraska
$77K
SFC
746
SYM Financial Corp
Indiana
$76K +$1.15K +10 +1%
VCM
747
Vigilant Capital Management
Maine
$73K +$74.7K +649 New
WWM
748
Wolff Wiese Magana
California
$69K
GG
749
Gleason Group
Kentucky
$69K +$115 +1 +0.2%
CA
750
Crewe Advisors
Utah
$68K

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.