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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
Stifel Financial
76
Stifel Financial
Missouri
$17.9M -$441K -3,833 -2%
Comerica Bank
77
Comerica Bank
Texas
$17.8M +$543K +4,721 +3%
JFG
78
JMG Financial Group
Illinois
$16.7M -$227K -1,974 -1%
TWM
79
Tolleson Wealth Management
Texas
$16.3M -$169K -1,469 -1%
AssetMark Inc
80
AssetMark Inc
California
$15.9M +$16.3M +142,097 +115,526%
CM
81
Churchill Management
California
$15.5M +$35.4K +308 +0.2%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$15.4M +$705K +6,127 +5%
BC
83
Bartlett & Co
Ohio
$15.4M +$705K +6,127 +5%
GG
84
GenWealth Group
New Jersey
$15.2M -$2.53K -22 -0%
FC
85
Forte Capital
New York
$14.9M -$60.7K -528 -0.4%
BDF
86
Balasa Dinverno & Foltz
$14.8M -$173K -1,503 -1%
BF
87
BOK Financial
Oklahoma
$14.6M +$15M +130,658 New
SPIA
88
Steward Partners Investment Advisory
New York
$14.6M +$1.51M +13,122 +11%
CAM
89
Congress Asset Management
Massachusetts
$14.5M +$4.57M +39,754 +45%
KCM
90
Karp Capital Management
California
$13.7M +$642K +5,578 +5%
BB
91
Berkshire Bank
Massachusetts
$13.5M -$309K -2,690 -2%
WIC
92
Whitegate Investment Counselors
New Hampshire
$13.5M -$817K -7,101 -6%
CAN
93
Cetera Advisor Networks
California
$13.2M -$697K -6,057 -5%
DWM
94
Darwin Wealth Management
Florida
$12.6M -$1.63M -14,200 -11%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$12.5M -$695K -6,040 -5%
PFPT
96
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.4M +$45.4K +395 +0.4%
Northern Trust
97
Northern Trust
Illinois
$12.2M -$2.83M -24,607 -18%
EWA
98
EP Wealth Advisors
California
$12.2M -$1.03M -8,964 -8%
APP
99
Avantax Planning Partners
Iowa
$12M +$890K +7,734 +8%
KAS
100
Kestra Advisory Services
Texas
$11.5M -$1.31M -11,372 -10%

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.