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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
IWP
776
IAG Wealth Partners
Wisconsin
$36K -$4.83K -42 -12%
RFA
777
Reilly Financial Advisors
California
$35K
ANBT
778
American National Bank & Trust
Texas
$34K -$11.5K -100 -25%
CWP
779
Concord Wealth Partners
Virginia
$34K +$115 +1 +0.3%
DWMG
780
DB Wealth Management Group
California
$33K
CI
781
Cordant Inc
Oregon
$32K
SFP
782
Sterling Financial Planning
New Jersey
$32K
EI
783
Ellevest Inc
New York
$31K
HI
784
Hudock Inc
Pennsylvania
$31K +$115 +1 +0.4%
FFA
785
Founders Financial Alliance
North Carolina
$29K
VRM
786
Vectors Research Management
New York
$29K
WBC
787
West Branch Capital
Massachusetts
$29K
MWM
788
Mascoma Wealth Management
New Hampshire
$28K +$28.5K +248 New
IFAM
789
Institutional & Family Asset Management
Colorado
$27K +$8.17K +71 +43%
LWP
790
Lumature Wealth Partners
Georgia
$27K +$28K +243 New
GEA
791
Glen Eagle Advisors
New Jersey
$23.8K
HR
792
Howe & Rusling
New York
$23K
AFG
793
Albion Financial Group
Utah
$22K
RMC
794
Resources Management Corp
Connecticut
$22K
SMG
795
Spectrum Management Group
Indiana
$22K +$23K +200 New
JWA
796
JFS Wealth Advisors
Pennsylvania
$21K +$21.2K +184 New
DAM
797
Delta Asset Management
Tennessee
$20K
TCM
798
Tradewinds Capital Management
Washington
$20K
NSB
799
Norway Savings Bank
Maine
$19K
BMD
800
Better Money Decisions
New Mexico
$17K

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.