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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
CAL
326
Capital Analysts LLC
Pennsylvania
$1.61M +$47.7K +409 +3%
VOYA Investment Management
327
VOYA Investment Management
Georgia
$1.6M -$4.06M -34,861 -71%
BAM
328
Barrett Asset Management
New York
$1.6M -$370K -3,177 -19%
AWS
329
AJ Wealth Strategies
New York
$1.58M
SAM
330
Silvercrest Asset Management
New York
$1.57M -$76.8K -659 -5%
FT
331
Fiduciary Trust
Massachusetts
$1.56M -$2.56K -22 -0.2%
GWMIA
332
Global Wealth Management Investment Advisory
Florida
$1.55M -$170K -1,457 -10%
BP
333
Ballentine Partners
Massachusetts
$1.5M +$1.08M +9,232 +243%
PAS
334
Park Avenue Securities
New York
$1.5M +$1.52M +13,004 New
BCM
335
BTC Capital Management
Iowa
$1.49M
EWA
336
ERTS Wealth Advisors
Michigan
$1.48M -$11.3K -97 -0.7%
BIA
337
Biondo Investment Advisors
Pennsylvania
$1.48M +$106K +908 +8%
WT
338
Whittier Trust
California
$1.47M -$31.8K -273 -2%
TA
339
Tiedemann Advisors
New York
$1.46M -$5.01K -43 -0.3%
ONB
340
Old National Bancorp
Indiana
$1.46M +$35K +300 +2%
Natixis Advisors
341
Natixis Advisors
Massachusetts
$1.44M +$65.4K +561 +5%
LPIC
342
LeJeune Puetz Investment Counsel
Michigan
$1.44M
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$1.43M +$312K +2,679 +24%
EWM
344
EPG Wealth Management
Georgia
$1.42M +$816 +7 +0.1%
BIA
345
BHK Investment Advisors
Alabama
$1.41M +$117 +1 +0%
SG
346
StoneX Group
New York
$1.41M +$73.9K +634 +5%
MCM
347
Murphy Capital Management
New Jersey
$1.37M -$13.4K -115 -1%
SW
348
StrongBox Wealth
Missouri
$1.37M +$154K +1,320 +13%
WI
349
Wedgewood Investors
Pennsylvania
$1.35M
WMP
350
Wealth Management Partners
Arizona
$1.35M +$17.3K +148 +1%

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.