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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
PA
251
Pinnacle Associates
New York
$2.72M +$41.5K +356 +2%
GT
252
Glenview Trust
Kentucky
$2.71M -$23.3K -200 -0.8%
CDIA
253
Capital Directions Investment Advisors
Georgia
$2.67M -$43.7K -375 -2%
KWM
254
Kingsview Wealth Management
Oregon
$2.67M -$7K -60 -0.3%
MWM
255
Modera Wealth Management
New Jersey
$2.64M +$2.67M +22,903 New
CL
256
Choreo LLC
Illinois
$2.56M -$146K -1,250 -5%
TMWM
257
Taylor & Morgan Wealth Management
Michigan
$2.56M +$2.59M +22,174 New
FMBTD
258
First Midwest Bank Trust Division
Illinois
$2.55M +$86.2K +739 +3%
OAM
259
Oppenheimer Asset Management
New York
$2.54M +$2.58M +22,085 New
SPL
260
Smart Portfolios LLC
Washington
$2.52M -$407K -3,494 -14%
SWM
261
Strategic Wealth Management
Washington
$2.52M
TFGT
262
TS Financial Group (TSFG)
Illinois
$2.5M +$73.7K +632 +3%
FCI
263
Financial Counselors Inc
Kansas
$2.49M -$202K -1,734 -7%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$2.47M -$175K -1,500 -7%
AF
265
Advisornet Financial
Minnesota
$2.46M +$152K +1,303 +6%
BPA
266
Beacon Pointe Advisors
California
$2.46M -$95.3K -817 -4%
IFPL
267
Investments & Financial Planning LLC
Kentucky
$2.41M +$2.75M +23,568 New
ML
268
McAdam LLC
Pennsylvania
$2.32M +$103K +880 +5%
DBIA
269
Dumont & Blake Investment Advisors
New Jersey
$2.32M +$32.8K +281 +1%
CPSC
270
Carl P. Sherr & Co
Massachusetts
$2.31M +$146K +1,253 +7%
MCA
271
MSH Capital Advisors
Arizona
$2.3M +$2.33M +19,983 New
V
272
Veritable
Delaware
$2.23M
CCT
273
Country Club Trust
Missouri
$2.19M +$2.92K +25 +0.1%
SC
274
Savant Capital
Illinois
$2.19M +$7.46K +64 +0.3%
HTC
275
Haverford Trust Company
Pennsylvania
$2.19M -$61.8K -530 -3%

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.