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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
RBC
776
Roble Belko & Company
Pennsylvania
$27K
GEA
777
Glen Eagle Advisors
New Jersey
$24K
HR
778
Howe & Rusling
New York
$23K
RMC
779
Resources Management Corp
Connecticut
$23K
AFG
780
Albion Financial Group
Utah
$23K +$21.4K +200 New
RP
781
Rice Partnership
Hawaii
$21K
DAM
782
Delta Asset Management
Tennessee
$20K
TCM
783
Tradewinds Capital Management
Washington
$20K
HFA
784
Hoover Financial Advisors
Pennsylvania
$19K
IFAM
785
Institutional & Family Asset Management
Colorado
$19K
NSB
786
Norway Savings Bank
Maine
$19K
TWA
787
TCI Wealth Advisors
Arizona
$19K
BMD
788
Better Money Decisions
New Mexico
$17K
LWA
789
Lowe Wealth Advisors
Maryland
$17K
AWM
790
Activest Wealth Management
Florida
$15K
SBL
791
Sargent Bickham Lagudis
Colorado
$15K
AssetMark Inc
792
AssetMark Inc
California
$14K -$7.5M -70,214 -100%
PP
793
PrairieView Partners
Minnesota
$14K
EBA
794
Eagle Bay Advisors
New York
$14K +$12.6K +118 New
SB
795
Strategic Blueprint
Georgia
$13K +$12K +112 New
HS
796
Horan Securities
United States
$12K
RDWM
797
Red Door Wealth Management
Tennessee
$12K +$11.5K +108 New
FDCDDQ
798
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K
IRC
799
Investors Research Corp
Georgia
$11K
JPLA
800
Joseph P. Lucia & Associates
New York
$11K

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.