iShares Russell Mid-Cap Growth ETF
835 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 72 funds opening new positions, 250 increasing their positions, 256 reducing their positions, and 46 closing their positions.
57% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 46
2% more funds holding
Funds holding: 822 → 835 (+13)
0.46% less ownership
Funds ownership: 75.89% → 75.43% (-0.46%)
1% less capital invested
Capital invested by funds: $11.9B → $11.8B (-$121M)
2% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 256
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
71% less call options, than puts
Call options by funds: $3.51M | Put options by funds: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$188M |
| 2 |
Barclays
London,
United Kingdom
|
+$82.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$29.6M |
| 5 |
AssetMark Inc
Concord,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$266M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$54.6M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$49.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.4M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$30.5M |
IWP Hedge Fund Activity: Q3 2021 in Review
835 of the 5,728 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% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWP positions and 46 closed out — a net gain of 26 holders — while 250 added to existing stakes and 256 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $266M.
- 835 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2021, up from 822 in Q2 2021.
- Funds reported $11.8B of iShares Russell Mid-Cap Growth ETF stock for Q3 2021, down 1% quarter-over-quarter.
- 72 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2021 and 46 closed out, a net change of +26 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.