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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
LSA
126
L & S Advisors
California
$8.09M +$422K +3,665 +5%
FCBT
127
First Citizens Bank & Trust
North Carolina
$8.09M -$763K -6,635 -8%
FMC
128
First Merchants Corp
Indiana
$7.88M -$54.2K -471 -0.7%
FFG
129
Ford Financial Group
California
$7.83M +$811K +7,052 +11%
FF
130
Fluent Financial
Texas
$7.8M -$126K -1,095 -2%
HFG
131
Heron Financial Group
New York
$7.59M +$511K +4,445 +7%
CFSG
132
Clark Financial Services Group
Missouri
$7.56M +$245K +2,132 +3%
SAM
133
Sequent Asset Management
Texas
$7.54M
William Blair & Company
134
William Blair & Company
Illinois
$7.51M +$194K +1,684 +3%
NA
135
NewEdge Advisors
Louisiana
$7.28M +$3.53M +30,698 +90%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$7.22M -$110K -959 -1%
UCFA
137
United Capital Financial Advisors
Texas
$7.19M +$82.8K +720 +1%
HGWM
138
Horst & Graben Wealth Management
Oregon
$7.17M -$2.88K -25 -0%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$7.1M +$166K +1,446 +2%
PRWA
140
Platte River Wealth Advisors
Colorado
$6.75M +$98.8K +859 +1%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6.71M +$623K +5,414 +10%
OWA
142
Octavia Wealth Advisors
Ohio
$6.7M +$486K +4,226 +8%
HPC
143
HM Payson & Co
Maine
$6.54M -$75.3K -655 -1%
GWM
144
Geneos Wealth Management
Colorado
$6.44M +$3.99M +34,712 +156%
CGA
145
Crescent Grove Advisors
Illinois
$6.32M -$111K -964 -2%
WFA
146
WestHill Financial Advisors
California
$6.28M +$6.44M +56,023 New
MGWM
147
Marks Group Wealth Management
Minnesota
$6.26M -$115 -1 -0%
SCA
148
Stonebridge Capital Advisors
Minnesota
$6.04M -$5.58M -48,514 -47%
XF
149
XML Financial
Maryland
$5.93M +$329K +2,859 +6%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$5.47M +$521K +4,527 +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.