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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$5.44M +$5.59M +48,575 New
NL
152
NWAM LLC
Washington
$5.37M -$113K -982 -2%
BlackRock
153
BlackRock
New York
$5.37M -$229K -1,994 -4%
Citadel Advisors
154
Citadel Advisors
Florida
$5.21M +$582K +5,058 +12%
FIA
155
Foundations Investment Advisors
Arizona
$5.15M +$30.7K +267 +0.6%
PFM
156
Parsec Financial Management
North Carolina
$5.14M -$52.3K -455 -1%
WDL
157
Well Done LLC
Michigan
$5.1M +$3.7M +32,201 +242%
WWM
158
Windsor Wealth Management
Indiana
$5.06M +$2.16M +18,786 +72%
PWS
159
Paragon Wealth Strategies
Florida
$5.04M -$26.7K -232 -0.5%
RWG
160
Regal Wealth Group
California
$5.01M -$33.6K -292 -0.6%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$4.85M -$260K -2,261 -5%
CG
162
Corundum Group
Colorado
$4.75M
CCM
163
Coldstream Capital Management
Washington
$4.74M -$748K -6,503 -13%
Prudential Financial
164
Prudential Financial
New Jersey
$4.72M -$575 -5 -0%
HNB
165
Huntington National Bank
Ohio
$4.72M +$434K +3,777 +68%
GT
166
Glenmede Trust
Pennsylvania
$4.66M -$88.2K -767 -2%
AB
167
Atlas Brown
Kentucky
$4.62M -$88.1K -766 -2%
CCC
168
Crescent Capital Consulting
Louisiana
$4.54M -$451K -3,920 -9%
APW
169
Acima Private Wealth
Virginia
$4.49M
CWA
170
Capital Wealth Alliance
Arizona
$4.44M +$130K +1,132 +3%
CW
171
CreativeOne Wealth
Kansas
$4.44M +$2.05M +17,821 +83%
CC
172
Courier Capital
New York
$4.39M -$10.6K -92 -0.2%
OC
173
Oppenheimer & Co
New York
$4.38M -$50.5K -439 -1%
GVAG
174
Great Valley Advisor Group
Delaware
$4.38M +$308K +2,674 +7%
MCM
175
MAI Capital Management
Ohio
$4.35M +$1.15K +10 +0%

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.