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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
WB
176
WesBanco Bank
West Virginia
$4.15M -$1.8M -15,618 -30%
VCM
177
Vision Capital Management
Oregon
$4.15M -$27K -235 -0.6%
FPGK
178
Financial Partners Group (Kansas)
Kansas
$4.1M +$388K +3,372 +10%
MC
179
Mathes Company
New York
$4.05M
EAM
180
Eukles Asset Management
Ohio
$3.96M -$27.6K -240 -0.7%
PIA
181
Powell Investment Advisors
Florida
$3.94M +$160K +1,395 +4%
BJL
182
Brighton Jones LLC
Washington
$3.9M +$63K +548 +2%
SS
183
Simplicity Solutions
Minnesota
$3.88M +$3.99M +34,654 New
SAG
184
Spotlight Asset Group
Illinois
$3.84M -$1.13M -9,823 -22%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$3.79M -$3.26M -28,375 -46%
ECA
186
Elevated Capital Advisors
Utah
$3.77M +$3.87M +33,639 New
SPC
187
Sigma Planning Corp
Michigan
$3.68M -$82.8K -720 -2%
CCM
188
Condor Capital Management
New Jersey
$3.67M +$132K +1,146 +4%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$3.66M +$8.28K +72 +0.2%
SWP
190
Stratos Wealth Partners
Ohio
$3.65M -$99.7K -867 -3%
IP
191
Investment Partners
Ohio
$3.61M +$65.6K +570 +2%
HCM
192
HMS Capital Management
Tennessee
$3.54M -$1.2M -10,423 -25%
RFC
193
Regions Financial Corp
Alabama
$3.52M +$5.75K +50 +0.2%
SWM
194
Southern Wealth Management
Texas
$3.49M +$97.7K +849 +3%
AWE
195
Avidian Wealth Enterprises
Texas
$3.47M +$114K +990 +3%
JC
196
JB Capital
Connecticut
$3.41M +$3.5M +30,414 New
Jane Street
197
Jane Street
New York
$3.35M +$3.44M +29,899 New
DADC
198
D.A. Davidson & Co
Montana
$3.35M -$806K -7,005 -19%
CFB
199
Cullen/Frost Bankers
Texas
$3.31M +$1.25M +10,910 +59%
T. Rowe Price Associates
200
T. Rowe Price Associates
Maryland
$3.26M

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.