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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
HWA
376
Heritage Wealth Advisors
Virginia
$1.15M +$7.11K +61 +0.6%
RMCM
377
Reynders McVeigh Capital Management
Massachusetts
$1.15M
SW
378
SVB Wealth
Massachusetts
$1.15M +$32.1K +275 +3%
ACM
379
Advisors Capital Management
New Jersey
$1.14M +$172K +1,471 +17%
YWP
380
YorkBridge Wealth Partners
New York
$1.14M +$411K +3,527 +55%
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$1.14M -$1.98K -17 -0.2%
ASN
382
Advisory Services Network
Georgia
$1.13M +$83.8K +719 +8%
SQA
383
Simon Quick Advisors
New Jersey
$1.11M +$933 +8 +0.1%
FIM
384
Freedom Investment Management
Connecticut
$1.11M +$8.63K +74 +0.8%
AL
385
Aspiriant LLC
California
$1.1M
GT
386
Greenleaf Trust
Michigan
$1.1M +$58.3K +500 +6%
ATC
387
Argent Trust Co
Tennessee
$1.1M
AFC
388
AFT Forsyth & Company
Florida
$1.1M +$233 +2 +0%
BA
389
Ballew Advisors
Mississippi
$1.08M +$38.1K +327 +3%
EIA
390
Eldridge Investment Advisors
New Hampshire
$1.08M -$35K -300 -3%
AAM
391
Autus Asset Management
Arizona
$1.08M -$23.9K -205 -2%
PPW
392
PACK Private Wealth
Minnesota
$1.08M +$1.09M +9,363 New
FI
393
Financial Insights
Washington
$1.07M -$56.1K -481 -5%
BAM
394
Belpointe Asset Management
Nevada
$1.07M +$240K +2,060 +28%
CS
395
Comerica Securities
Michigan
$1.06M +$102K +877 +10%
VCA
396
Verdence Capital Advisors
Maryland
$1.06M +$700 +6 +0.1%
S
397
SignatureFD
Georgia
$1.06M +$20.5K +176 +2%
IFG
398
Independent Financial Group
California
$1.06M +$35.7K +306 +3%
WCA
399
Waypoint Capital Advisors
Minnesota
$1.05M +$1.06M +9,090 New
CT
400
Cambridge Trust
Massachusetts
$1.04M +$71.6K +614 +7%

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.