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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
HCMT
276
Highland Capital Management (Tennessee)
Tennessee
$2.19M -$18.7K -160 -0.8%
Brown Advisory
277
Brown Advisory
Maryland
$2.13M +$157K +1,344 +8%
BWA
278
BDO Wealth Advisors
Florida
$2.12M -$486K -4,167 -18%
AI
279
Atria Investments
North Carolina
$2.12M +$626K +5,373 +41%
TNB
280
Thomasville National Bank
Georgia
$2.12M -$30.3K -260 -1%
AIG
281
American International Group
New York
$2.1M -$466K -4,000 -18%
RG
282
Rathbones Group
United Kingdom
$2.08M -$388K -3,325 -16%
EVM
283
Eaton Vance Management
Massachusetts
$2.08M -$178K -1,530 -8%
AF
284
Allworth Financial
California
$2.06M -$54.8K -470 -3%
SWM
285
Shakespeare Wealth Management
Wisconsin
$2.05M +$156K +1,337 +8%
CHAM
286
Clear Harbor Asset Management
Connecticut
$2.04M +$374K +3,207 +22%
HWIS
287
Hancock Whitney Investment Services
Louisiana
$2.03M +$2.06M +17,668 New
APA
288
American Portfolios Advisors
New York
$2.02M +$74.7K +641 +4%
OPS
289
Orion Portfolio Solutions
Nebraska
$1.97M -$33.3K -286 -2%
NFG
290
Next Financial Group
Texas
$1.96M +$801K +6,871 +68%
PA
291
Prism Advisors
California
$1.96M -$425K -3,642 -18%
OHWP
292
Oak Harbor Wealth Partners
North Carolina
$1.95M +$1.98M +16,956 New
BSW
293
Buckingham Strategic Wealth
Missouri
$1.94M +$1.44M +12,307 +271%
GTAM
294
Global Trust Asset Management
Florida
$1.92M -$282K -2,420 -13%
TVAMP
295
Tennessee Valley Asset Management Partners
Tennessee
$1.91M +$43K +369 +2%
NFG
296
Nadler Financial Group
Illinois
$1.91M
SSB
297
Sandy Spring Bank
Maryland
$1.91M -$32.2K -276 -2%
E
298
ETFidea
New York
$1.91M +$1.93M +16,536 New
SWM
299
Spire Wealth Management
Virginia
$1.9M +$127K +1,087 +7%
EC
300
Estate Counselors
Wisconsin
$1.88M -$1.06M -9,095 -36%

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.