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iShares Russell Mid-Cap Growth ETF

801 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 223 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $1.64M

0.71% less ownership

Funds ownership: 76.05%75.34% (-0.71%)

4% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$509M)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

2% less funds holding

Funds holding: 815801 (-14)

20% less funds holding in top 10

Funds holding in top 10: 5040 (-10)

26% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 301

Holders
801
Holders Change
-14
Holders Change %
-1.72%
% of All Funds
14.06%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
49
Increased
223
Reduced
301
Closed
53
Calls
$5.53M
Puts
$1.64M
Net Calls
+$3.88M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$1.51B -$59.4M -568,474 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.41B -$99.8M -954,643 -6%
Wells Fargo
3
Wells Fargo
California
$1.16B -$169M -1,615,329 -12%
Bank of America
4
Bank of America
North Carolina
$725M -$9.54M -91,238 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$378M -$8.23M -78,688 -2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$295M -$9.71M -92,889 -3%
UBS Group
7
UBS Group
Switzerland
$273M -$8.88M -84,958 -3%
AFIMH
8
American Family Insurance Mutual Holding
Wisconsin
$244M -$40.4M -386,498 -14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$240M -$24.4M -232,981 -9%
CB
10
Commerce Bank
Missouri
$237M -$20M -191,689 -8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$228M -$27.6M -263,800 -11%
BlackRock
12
BlackRock
New York
$222M +$220M +2,103,444 +3,127%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$198M -$4.81M -45,994 -2%
Ameriprise
14
Ameriprise
Minnesota
$167M -$5.57M -53,278 -3%
SF
15
Synovus Financial
Georgia
$154M +$4.22M +40,353 +3%
US Bancorp
16
US Bancorp
Minnesota
$140M +$835K +7,984 +0.6%
Truist Financial
17
Truist Financial
North Carolina
$137M -$15.1M -144,772 -10%
LPL Financial
18
LPL Financial
California
$133M +$8.47M +81,000 +7%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$101M -$391K -3,739 -0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$99.5M +$26.8M +256,450 +36%
Osaic Holdings
21
Osaic Holdings
Arizona
$98.9M -$15.7M -150,585 -13%
Goldman Sachs
22
Goldman Sachs
New York
$91.2M +$43M +410,968 +85%
JP Morgan Chase
23
JP Morgan Chase
New York
$71.3M -$1.09M -10,386 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$70.6M -$781K -7,467 -1%
Creative Planning
25
Creative Planning
Kansas
$65.7M +$438K +4,188 +0.7%

IWP Hedge Fund Activity: Q1 2021 in Review

801 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2021, worth a combined $11.1B — down 4.4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IWP and 49 opened new positions — a net loss of 4 holders — while 301 trimmed existing stakes and 223 added.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Wells Fargo, cutting an estimated $169M.

  • 801 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2021, down from 815 in Q4 2020.
  • Funds reported $11.1B of iShares Russell Mid-Cap Growth ETF stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 49 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2021 and 53 closed out, a net change of -4 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2021 was BlackRock, an estimated $220M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2021 was Wells Fargo, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2021.