We are live on ! Find out more
IWP icon

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
LGA
851
Lebenthal Global Advisors
New York
-$294K -2,600 Closed
QCM
852
Quest Capital Management
Texas
-$283K -2,500 Closed
Fisher Asset Management
853
Fisher Asset Management
Washington
-$271K -2,394 Closed
PL
854
Plancorp LLC
Missouri
-$263K -2,323 Closed
RF
855
RHS Financial
California
-$253K -2,237 Closed
LSAG
856
Lake Street Advisors Group
New Hampshire
-$248K -2,160 Closed
DWM
857
Dakota Wealth Management
Florida
-$235K -2,080 Closed
TIP
858
Torray Investment Partners
Maryland
-$231K -2,044 Closed
William Blair Investment Management
859
William Blair Investment Management
Illinois
-$217K -1,921 Closed
RIG
860
Renaissance Investment Group
Massachusetts
-$216K -1,906 Closed
HR
861
Hayden Royal
North Carolina
-$206K -1,824 Closed
QC
862
QCM Cayman
Texas
-$206K -1,816 Closed
RPG
863
Resource Planning Group
Georgia
-$201K -1,774 Closed
BMCM
864
Bryn Mawr Capital Management
Pennsylvania
-$200K -1,764 Closed
PC
865
Permanens Capital
New York
-$125K -1,100 Closed
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
-$89K -784 Closed
PSIWM
867
Paradigm Strategies in Wealth Management
Minnesota
-$53K -470 Closed
AS
868
Altshuler Shaham
Israel
-$43K -378 Closed
KFP
869
KB Financial Partners
New Jersey
-$40K -350 Closed
PA
870
Perennial Advisors
New York
-$40K -350 Closed
RBC
871
Roble Belko & Company
Pennsylvania
-$27K -240 Closed
EBA
872
Eagle Bay Advisors
New York
-$14K -118 Closed
SB
873
Strategic Blueprint
Georgia
-$13K -112 Closed
RDWM
874
Red Door Wealth Management
Tennessee
-$12K -108 Closed
CG
875
Cutler Group
California
-$11.5K -100 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.