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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
GSIS
301
Global Strategic Investment Solutions
Arizona
$1.87M -$649K -5,569 -26%
CM
302
Castleark Management
Illinois
$1.84M
WFM
303
Wolff Financial Management
Michigan
$1.84M +$1.87M +16,005 New
SFG
304
Sage Financial Group
Pennsylvania
$1.84M -$78K -669 -4%
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$1.83M
EA
306
Eudaimonia Advisors
Tennessee
$1.81M +$1.83M +15,720 New
AWM
307
Atticus Wealth Management
Florida
$1.8M -$4.43K -38 -0.2%
WWM
308
Western Wealth Management
Colorado
$1.78M +$1.8M +15,443 New
FNBSF
309
First National Bank Sioux Falls
South Dakota
$1.76M
BP
310
Broadleaf Partners
Ohio
$1.75M -$75.9K -651 -4%
FFA
311
Freedman Financial Associates
Massachusetts
$1.75M
PWS
312
Peloton Wealth Strategists
Indiana
$1.74M +$1.76M +15,124 New
CA
313
Clearstead Advisors
Ohio
$1.73M +$160K +1,370 +10%
GL
314
Graypoint LLC
New York
$1.71M -$21K -180 -1%
Financial Engines Advisors
315
Financial Engines Advisors
California
$1.7M +$582K +4,994 +51%
TWM
316
Tradition Wealth Management
Minnesota
$1.68M -$904K -7,756 -35%
RIA
317
Regal Investment Advisors
Michigan
$1.66M +$1.31M +11,218 +356%
AA
318
Alesco Advisors
New York
$1.65M
RJT
319
Raymond James Trust
Florida
$1.64M +$67.4K +578 +4%
FNBT
320
FineMark National Bank & Trust
Florida
$1.64M +$231K +1,981 +16%
SFG
321
Summit Financial Group
West Virginia
$1.64M
BCM
322
Brookstone Capital Management
Illinois
$1.63M +$158K +1,352 +10%
CWM
323
Cordatus Wealth Management
Pennsylvania
$1.62M +$1.64M +14,097 New
GSWM
324
Golden State Wealth Management
California
$1.62M -$28.3K -243 -2%
VVP
325
Venture Visionary Partners
Ohio
$1.62M -$29.3K -251 -2%

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.