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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
CWM
101
Connecticut Wealth Management
Connecticut
$11.3M
HIP
102
HUB Investment Partners
Texas
$11.1M +$13.5K +117 +0.1%
CRC
103
Curi RMB Capital
Illinois
$11.1M +$4.83K +42 +0%
TAM
104
Tocqueville Asset Management
New York
$11.1M +$217K +1,885 +2%
AAS
105
Avantax Advisory Services
Texas
$10.9M +$421K +3,662 +4%
NP
106
NorthRock Partners
Minnesota
$10.8M -$257K -2,233 -2%
NCMW
107
Northern Capital Management (Washington)
Washington
$10.4M +$86.4K +751 +0.8%
BRWM
108
B. Riley Wealth Management
Tennessee
$9.97M +$10.2M +88,923 New
N
109
Nuveen
North Carolina
$9.96M -$863K -7,500 -8%
FWP
110
Falcon Wealth Planning
California
$9.81M +$1.09M +9,500 +12%
FWM
111
FSA Wealth Management
Massachusetts
$9.74M +$179K +1,553 +2%
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$9.38M +$9.59M +83,385 +27,795%
I2I
113
Insight 2811 Inc
Illinois
$9.32M +$78.1K +679 +0.8%
ACM
114
Anfield Capital Management
California
$9.29M +$9.02M +78,397 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$9.25M +$935K +8,129 +11%
MCM
116
MV Capital Management
Maryland
$9.19M +$232K +2,014 +3%
PWAG
117
Polaris Wealth Advisory Group
California
$9.06M -$197K -1,716 -2%
GIA
118
GHP Investment Advisors
Colorado
$9.02M -$230K -1,998 -2%
MA
119
MUFG Americas
New York
$8.89M -$372K -3,234 -4%
RCM
120
RNC Capital Management
California
$8.77M +$90.9K +790 +1%
OAM
121
Occidental Asset Management
California
$8.77M +$150K +1,303 +2%
SWPG
122
Strategic Wealth Partners Group
Illinois
$8.7M +$8.93M +77,599 New
KFP
123
KMG Fiduciary Partners
Ohio
$8.6M -$633K -5,501 -7%
FTS
124
Fifth Third Securities
Ohio
$8.53M +$8.76M +76,123 New
PCIA
125
Prime Capital Investment Advisors
Kansas
$8.18M +$5.12M +44,501 +156%

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.