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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
FNT
201
First National Trust
Pennsylvania
$3.25M -$156K -1,358 -4%
RWG
202
Ratio Wealth Group
Colorado
$3.21M -$25.7K -223 -0.8%
CFGS
203
Concourse Financial Group Securities
Alabama
$3.2M -$115K -1,004 -3%
PPA
204
Parametric Portfolio Associates
Washington
$3.2M +$937K +8,149 +40%
DI
205
Disciplined Investments
Oklahoma
$3.18M
ICM
206
IMS Capital Management
Oregon
$3.08M +$24.4K +212 +0.8%
EWMCB
207
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.06M -$634K -5,511 -17%
ANB
208
Amarillo National Bank
Texas
$3.05M -$79.8K -694 -2%
AWM
209
Aprio Wealth Management
Georgia
$3.03M +$3.11M +27,047 New
CA
210
Claro Advisors
Massachusetts
$2.96M +$102K +888 +3%
MGIA
211
Moneta Group Investment Advisors
Missouri
$2.92M +$215K +1,868 +8%
AIC
212
Ameritas Investment Company
Nebraska
$2.87M +$235K +2,046 +9%
TPCW
213
TD Private Client Wealth
New York
$2.87M -$230K -2,001 -7%
SPL
214
Smart Portfolios LLC
Washington
$2.85M -$132K -1,149 -4%
EC
215
Estate Counselors
Wisconsin
$2.85M +$2.92M +25,410 New
CTC
216
Central Trust Company
Missouri
$2.76M
BRWA
217
B. Riley Wealth Advisors
Florida
$2.74M +$25.9K +225 +0.9%
HI
218
Harbour Investments
Wisconsin
$2.71M -$303K -2,632 -10%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$2.71M -$2.56M -22,256 -48%
HCP
220
Holt Capital Partners
Texas
$2.67M +$303K +2,630 +12%
GT
221
Glenview Trust
Kentucky
$2.66M
CDIA
222
Capital Directions Investment Advisors
Georgia
$2.64M +$77.9K +677 +3%
MBTD
223
Mechanics Bank - Trust Department
California
$2.63M +$343K +2,981 +15%
CL
224
Choreo LLC
Illinois
$2.63M -$21.3K -185 -0.8%
FCI
225
Financial Counselors Inc
Kansas
$2.62M -$39.9K -347 -1%

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.