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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
SWM
826
Selective Wealth Management
Virginia
$4K +$1.73K +15 +75%
NFSG
827
Newbridge Financial Services Group
Florida
$3K
TA
828
Tectonic Advisors
Texas
$3K +$3.57K +31 New
MHR
829
Matthew Hamilton Rosenberg
$2K
TAM
830
Tucker Asset Management
Colorado
$1.68K +$1.61K +14 New
GKWIM
831
Gerber Kawasaki Wealth & Investment Management
California
$1K +$115 +1 New
BBHC
832
Brown Brothers Harriman & Co
New York
$152 -$23.5K -204 -13%
TD Asset Management
833
TD Asset Management
Ontario, Canada
-$49.7M -434,621 Closed
AIP
834
Almanack Investment Partners
Pennsylvania
-$13.1M -115,848 Closed
JWCA
835
J.W. Cole Advisors
Florida
-$3.81M -33,620 Closed
ASFA
836
All Season Financial Advisors
Colorado
-$3.8M -33,565 Closed
Renaissance Technologies
837
Renaissance Technologies
New York
-$1.43M -12,600 Closed
Legal & General Group
838
Legal & General Group
United Kingdom
-$1.3M -11,500 Closed
FTUS
839
Flow Traders U.S.
New York
-$1.23M -10,893 Closed
Millennium Management
840
Millennium Management
New York
-$908K -8,023 Closed
MSA
841
Marino Stram & Associates
Massachusetts
-$726K -6,411 Closed
FC
842
Ferris Capital
Massachusetts
-$717K -6,338 Closed
T
843
TRUADVICE
Florida
-$656K -5,789 Closed
PWM
844
PRW Wealth Management
Massachusetts
-$616K -5,440 Closed
IC
845
Inscription Capital
Texas
-$541K -4,778 Closed
HH
846
Hilltop Holdings
Texas
-$436K -3,853 Closed
BL
847
Balentine LLC
Georgia
-$388K -3,429 Closed
NWM
848
Northwest Wealth Management
Iowa
-$371K -3,274 Closed
SFA
849
Sequoia Financial Advisors
Ohio
-$309K -2,729 Closed
LFAS
850
Level Four Advisory Services
Texas
-$304K -2,688 Closed

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.