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iShares Russell Mid-Cap Growth ETF

821 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 247 increasing their positions, 251 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $1.42M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$768M)

2% more funds holding

Funds holding: 801821 (+20)

0.58% more ownership

Funds ownership: 75.34%75.92% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 251

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

Holders
821
Holders Change
+20
Holders Change %
+2.5%
% of All Funds
14.29%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.64%
New
63
Increased
247
Reduced
251
Closed
31
Calls
$4.04M
Puts
$1.42M
Net Calls
+$2.63M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$3.81M +$1.7M +15,949 +90%
ASFA
177
All Season Financial Advisors
Colorado
$3.8M +$3.58M +33,565 New
SPC
178
Sigma Planning Corp
Michigan
$3.79M -$922K -8,630 -20%
SWP
179
Stratos Wealth Partners
Ohio
$3.78M +$200K +1,872 +6%
FPGK
180
Financial Partners Group (Kansas)
Kansas
$3.76M +$28.9K +271 +0.8%
GVAG
181
Great Valley Advisor Group
Delaware
$3.76M
HNB
182
Huntington National Bank
Ohio
$3.72M +$593K +5,554 New
EWMCB
183
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.72M +$41.1K +385 +1%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$3.69M -$307K -2,873 -8%
CCM
185
Condor Capital Management
New Jersey
$3.58M -$670K -6,271 -17%
IP
186
Investment Partners
Ohio
$3.58M +$363K +3,401 +12%
RFC
187
Regions Financial Corp
Alabama
$3.54M +$17.2K +161 +0.5%
SWM
188
Southern Wealth Management
Texas
$3.49M +$114K +1,071 +4%
FNT
189
First National Trust
Pennsylvania
$3.43M -$76.9K -720 -2%
AWE
190
Avidian Wealth Enterprises
Texas
$3.39M +$236K +2,206 +8%
CFGS
191
Concourse Financial Group Securities
Alabama
$3.34M +$88.4K +828 +3%
T. Rowe Price Associates
192
T. Rowe Price Associates
Maryland
$3.29M
RWG
193
Ratio Wealth Group
Colorado
$3.27M -$91.2K -854 -3%
PCIA
194
Prime Capital Investment Advisors
Kansas
$3.23M +$1.43M +13,412 +89%
DI
195
Disciplined Investments
Oklahoma
$3.21M
ANB
196
Amarillo National Bank
Texas
$3.16M +$15.6K +146 +0.5%
TPCW
197
TD Private Client Wealth
New York
$3.13M +$121K +1,135 +4%
ICM
198
IMS Capital Management
Oregon
$3.08M +$200K +1,872 +7%
AF
199
Advisornet Financial
Minnesota
$3.07M -$8.01K -75 -0.3%
HI
200
Harbour Investments
Wisconsin
$3.04M -$467K -4,370 -14%

IWP Hedge Fund Activity: Q2 2021 in Review

821 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2021, worth a combined $11.9B — up 6.9% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWP positions and 31 closed out — a net gain of 32 holders — while 247 added to existing stakes and 251 trimmed.

The largest buyer was Bank of America, adding an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 821 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2021, up from 801 in Q1 2021.
  • Funds reported $11.9B of iShares Russell Mid-Cap Growth ETF stock for Q2 2021, up 6.9% quarter-over-quarter.
  • 63 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2021 and 31 closed out, a net change of +32 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2021 was Bank of America, an estimated $136M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2021 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2021.