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iShares Russell Mid-Cap Growth ETF

944 hedge funds and large institutions have $12.5B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3545 (+10)

15% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 255

13% more funds holding

Funds holding: 833944 (+111)

6% more capital invested

Capital invested by funds: $11.8B → $12.5B (+$726M)

1.79% more ownership

Funds ownership: 75.41%77.21% (+1.8%)

86% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $161M

Holders
944
Holders Change
+111
Holders Change %
+13.33%
% of All Funds
14.53%
Holding in Top 10
45
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+28.57%
% of All Funds
0.69%
New
169
Increased
292
Reduced
255
Closed
42
Calls
$23.3M
Puts
$161M
Net Calls
-$138M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$3.37M -$252K -2,160 -7%
T. Rowe Price Associates
227
T. Rowe Price Associates
Maryland
$3.35M
PPW
228
Pinnacle Private Wealth
Massachusetts
$3.3M +$3.34M +28,674 New
FNT
229
First National Trust
Pennsylvania
$3.29M -$52.5K -450 -2%
VWA
230
Visionary Wealth Advisors
Illinois
$3.28M +$3.32M +28,488 New
DI
231
Disciplined Investments
Oklahoma
$3.27M
ICM
232
IMS Capital Management
Oregon
$3.26M +$101K +869 +3%
RWG
233
Ratio Wealth Group
Colorado
$3.26M -$40K -343 -1%
ES
234
Eagle Strategies
New York
$3.26M +$3.3M +28,319 New
EWMCB
235
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.18M +$32.1K +275 +1%
WFS
236
Widmann Financial Services
Maryland
$3.17M +$3.21M +27,535 New
HCP
237
Holt Capital Partners
Texas
$3.13M +$394K +3,380 +14%
ACM
238
Armbruster Capital Management
New York
$3.13M +$3.16M +27,118 New
ANB
239
Amarillo National Bank
Texas
$3.05M -$83K -712 -3%
MGIA
240
Moneta Group Investment Advisors
Missouri
$3.01M +$15.2K +130 +0.5%
HA
241
Hofer & Associates
California
$3M +$3.04M +26,051 New
AWE
242
Avidian Wealth Enterprises
Texas
$2.97M -$598K -5,127 -17%
CG
243
Colony Group
Massachusetts
$2.94M +$280K +2,403 +10%
CFG
244
CMC Financial Group
Georgia
$2.93M +$2.97M +25,468 New
AAS
245
Ameritas Advisory Services
Nebraska
$2.92M +$2.96M +25,380 New
CTC
246
Central Trust Company
Missouri
$2.89M +$52.5K +450 +2%
CCC
247
Crescent Capital Consulting
Louisiana
$2.88M -$1.81M -15,523 -38%
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.78M +$819K +7,028 +41%
Principal Financial Group
249
Principal Financial Group
Iowa
$2.78M +$1.26M +10,800 +81%
Franklin Resources
250
Franklin Resources
California
$2.74M +$558K +4,785 +25%

IWP Hedge Fund Activity: Q4 2021 in Review

944 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2021, worth a combined $12.5B — up 6.2% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new IWP positions and 42 closed out — a net gain of 127 holders — while 292 added to existing stakes and 255 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $90.3M. The largest seller was Barclays, cutting an estimated $60.2M.

  • 944 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2021, up from 833 in Q3 2021.
  • Funds reported $12.5B of iShares Russell Mid-Cap Growth ETF stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 169 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2021 and 42 closed out, a net change of +127 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2021 was Wellington Management Group, an estimated $90.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2021 was Barclays, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2021.