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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
TF
801
TimeScale Financial
Massachusetts
$11K +$10K +94 New
GAM
802
Gemmer Asset Management
California
$11K +$10.3K +96 New
CG
803
Cutler Group
California
$11K +$10.7K +100 New
CIAS
804
Capital Investment Advisory Services
North Carolina
$10K
CI
805
CX Institutional
Indiana
$9K
CWC
806
Carolinas Wealth Consulting
North Carolina
$8K
HFA
807
HC Financial Advisors
California
$8K
CAM
808
Costello Asset Management
Pennsylvania
$7K
AAP
809
Arax Advisory Partners
Colorado
$7K +$6.2K +58 New
PMAS
810
PNC Managed Account Solutions
Texas
$7K +$6.3K +59 New
CB
811
Community Bank
New York
$5K
LC
812
Lindbrook Capital
California
$5K
AWM
813
Accel Wealth Management
Iowa
$4K
HWMA
814
Heritage Wealth Management (Arizona)
Arizona
$4K
MIM
815
Macroview Investment Management
Maryland
$4K
NFSG
816
Newbridge Financial Services Group
Florida
$3K
AIG
817
American International Group
New York
$2.56K +$356K +3,332 +17%
TVAMP
818
Tennessee Valley Asset Management Partners
Tennessee
$2K -$1.64M -15,351 -49%
MHR
819
Matthew Hamilton Rosenberg
$2K
SWM
820
Selective Wealth Management
Virginia
$2K
BBHC
821
Brown Brothers Harriman & Co
New York
$177 -$210K -1,964 -56%
ACM
822
Anfield Capital Management
California
-$7.26M -71,128 Closed
SS
823
Simplicity Solutions
Minnesota
-$4.03M -39,475 Closed
Jane Street
824
Jane Street
New York
-$2.19M -21,430 Closed
CAS
825
Cascadia Advisory Services
Oregon
-$1.5M -14,683 Closed

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.