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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
TF
1
TIAA FSB
Florida
$1.58B -$54.6M -474,764 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.04B -$266M -2,311,738 -20%
Wells Fargo
3
Wells Fargo
California
$1.01B -$23M -199,928 -2%
Bank of America
4
Bank of America
North Carolina
$937M -$2.93M -25,502 -0.3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$417M +$890K +7,741 +0.2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$353M +$1.52M +13,234 +0.4%
UBS Group
7
UBS Group
Switzerland
$292M -$1.81M -15,728 -0.6%
JP Morgan Chase
8
JP Morgan Chase
New York
$288M +$188M +1,632,211 +174%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$274M +$4.39M +38,151 +2%
CB
10
Commerce Bank
Missouri
$255M -$1.89M -16,412 -0.7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$251M -$3.27M -28,457 -1%
AFIMH
12
American Family Insurance Mutual Holding
Wisconsin
$214M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$182M -$44.4M -386,237 -19%
Ameriprise
14
Ameriprise
Minnesota
$181M +$5.8M +50,451 +3%
SF
15
Synovus Financial
Georgia
$178M +$3.02M +26,294 +2%
LPL Financial
16
LPL Financial
California
$174M +$29.6M +257,163 +20%
US Bancorp
17
US Bancorp
Minnesota
$159M +$5.44M +47,298 +3%
Truist Financial
18
Truist Financial
North Carolina
$145M -$5.31M -46,131 -3%
Goldman Sachs
19
Goldman Sachs
New York
$109M +$4.72M +41,049 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$108M -$335K -2,916 -0.3%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$108M -$1.93M -16,792 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$107M -$163K -1,418 -0.1%
Citigroup
23
Citigroup
New York
$105M +$12.8M +111,440 +14%
Barclays
24
Barclays
United Kingdom
$80.4M +$82.4M +716,739 +77,906%
SI
25
Stephens Inc
Arkansas
$76.2M +$2.77M +24,088 +4%

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.