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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
SAM
751
S.A. Mason
Michigan
$68K
BWM
752
Baystate Wealth Management
Massachusetts
$68K +$6.1K +53 +10%
JFA
753
JNBA Financial Advisors
Minnesota
$67K -$14K -122 -17%
CCP
754
Clarkston Capital Partners
Michigan
$66K
TH
755
TCTC Holdings
Texas
$62K +$63.3K +550 New
SWA
756
Sutton Wealth Advisors
Florida
$61.4K
RP
757
Rice Partnership
Hawaii
$60K +$40.3K +350 +186%
EIP
758
Ellis Investment Partners
Pennsylvania
$59K -$2.76K -24 -4%
CFFP
759
Center for Financial Planning
Michigan
$56K -$2.3K -20 -4%
GWS
760
Glassman Wealth Services
Virginia
$55K -$1.15K -10 -2%
TFO
761
Tarbox Family Office
California
$53K +$115 +1 +0.2%
AIC
762
Archer Investment Corporation
Indiana
$50.9K +$52.2K +454 New
GWSG
763
GPS Wealth Strategies Group
Colorado
$50K +$1.73K +15 +3%
FF
764
FourThought Financial
Florida
$49K +$18.4K +160 +57%
PCTC
765
Perkins Coie Trust Company
Washington
$47K -$31.1K -270 -39%
FWM
766
Focused Wealth Management
New York
$47K -$16.1K -140 -25%
M
767
MOTCO
Texas
$47K
CHA
768
Carmichael Hill & Associates
Maryland
$46K
WWMSC
769
Wagner Wealth Management (South Carolina)
South Carolina
$46K
CCM
770
Covington Capital Management
California
$44K
OSAM
771
O'Shaughnessy Asset Management
Connecticut
$42K
Koshinski Asset Management
772
Koshinski Asset Management
Illinois
$40.8K +$41.9K +364 New
OIA
773
Optimum Investment Advisors
Illinois
$39K
CPC
774
Consolidated Planning Corp
Georgia
$38K +$39.1K +340 New
GI
775
Gradient Investments
Minnesota
$37K -$4.03K -35 -10%

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.