We are live on ! Find out more
IWP icon

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
ASN
201
Advisory Services Network
Georgia
$3.01M +$149K +1,397 +6%
SPL
202
Smart Portfolios LLC
Washington
$3.01M +$373K +3,494 +15%
WWM
203
Windsor Wealth Management
Indiana
$2.94M -$75.6K -708 -3%
CA
204
Claro Advisors
Massachusetts
$2.89M +$419K +3,923 +18%
AIC
205
Ameritas Investment Company
Nebraska
$2.89M +$1.97M +18,445 +359%
CTC
206
Central Trust Company
Missouri
$2.78M -$11.3K -106 -0.4%
MGIA
207
Moneta Group Investment Advisors
Missouri
$2.73M +$223K +2,087 +9%
BRWA
208
B. Riley Wealth Advisors
Florida
$2.71M -$106K -992 -4%
GT
209
Glenview Trust
Kentucky
$2.69M +$71.7K +671 +3%
FCI
210
Financial Counselors Inc
Kansas
$2.69M +$19.4K +182 +0.8%
CL
211
Choreo LLC
Illinois
$2.68M -$41.9K -392 -2%
BWA
212
BDO Wealth Advisors
Florida
$2.66M +$2.35K +22 +0.1%
PFS
213
Prospera Financial Services
Texas
$2.64M +$22.3K +209 +0.9%
PA
214
Pinnacle Associates
New York
$2.64M
CSM
215
CAMG Solamere Management
North Carolina
$2.62M
CG
216
Colony Group
Massachusetts
$2.61M +$10.1K +95 +0.4%
SWM
217
Strategic Wealth Management
Washington
$2.61M
CDIA
218
Capital Directions Investment Advisors
Georgia
$2.59M +$2.45M +22,911 New
FMBTD
219
First Midwest Bank Trust Division
Illinois
$2.57M -$794K -7,435 -25%
GWM
220
Geneos Wealth Management
Colorado
$2.53M -$253K -2,368 -10%
RG
221
Rathbones Group
United Kingdom
$2.5M +$158K +1,480 +7%
GSIS
222
Global Strategic Investment Solutions
Arizona
$2.47M -$50.8K -476 -2%
CW
223
CreativeOne Wealth
Kansas
$2.43M -$1.59M -14,910 -41%
MA
224
MCF Advisors
Kentucky
$2.42M -$101K -945 -4%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$2.41M +$1.56M +14,612 +219%

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.