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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
LWA
801
Lowe Wealth Advisors
Maryland
$17K
AWM
802
Activest Wealth Management
Florida
$15K
SBL
803
Sargent Bickham Lagudis
Colorado
$15K
PP
804
PrairieView Partners
Minnesota
$14K
TRCT
805
Tower Research Capital (TRC)
New York
$13K -$925K -8,043 -99%
BC
806
Burleson & Co
California
$13K -$50.4K -438 -79%
FAM
807
Fred Alger Management
New York
$13K +$13.6K +118 New
FDCDDQ
808
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K
GAM
809
Gemmer Asset Management
California
$11K
IRC
810
Investors Research Corp
Georgia
$11K
JPLA
811
Joseph P. Lucia & Associates
New York
$11K
TF
812
TimeScale Financial
Massachusetts
$11K
TCWM
813
Total Clarity Wealth Management
Illinois
$11K +$11.3K +98 New
BC
814
Barnett & Company
Tennessee
$11K +$11.4K +99 New
PCFFS
815
Pacific Center for Financial Services
California
$11K +$11.5K +100 New
CIAS
816
Capital Investment Advisory Services
North Carolina
$10K
CI
817
CX Institutional
Indiana
$9K
CWC
818
Carolinas Wealth Consulting
North Carolina
$8K
HFA
819
HC Financial Advisors
California
$8K
CAM
820
Costello Asset Management
Pennsylvania
$7K
Optiver Holding
821
Optiver Holding
Netherlands
$6K +$5.98K +52 New
LF
822
Lee Financial
Texas
$5K +$5.29K +46 New
AWM
823
Accel Wealth Management
Iowa
$4K
CB
824
Community Bank
New York
$4K
HWMA
825
Heritage Wealth Management (Arizona)
Arizona
$4K

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.