iShares Russell Mid-Cap Growth ETF
IWP
815 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 225 increasing their positions, 261 reducing their positions, and 37 closing their positions.
303% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 37
136% more call options, than puts
Call options by funds: $4.96M | Put options by funds: $2.1M
21% more capital invested
Capital invested by funds: $9.65B → $11.7B (+$2.01B)
14% more funds holding
Funds holding: 714 → 815 (+101)
14% more funds holding in top 10
Funds holding in top 10: 44 → 50 (+6)
14% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 261
71.49% less ownership
Funds ownership: 147.53% → 76.05% (-71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$358M |
| 2 |
Barclays
London,
United Kingdom
|
+$53.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$25.2M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$21.4M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$85.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$72.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$67.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$49.5M |
| 5 |
Goldman Sachs
New York
|
-$41.2M |
IWP Hedge Fund Activity: Q4 2020 in Review
815 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2020, worth a combined $11.7B — up 21% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new IWP positions and 37 closed out — a net gain of 112 holders — while 225 added to existing stakes and 261 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $358M. The largest seller was Wellington Management Group, cutting an estimated $85.9M.
- 815 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2020, up from 714 in Q3 2020.
- Funds reported $11.7B of iShares Russell Mid-Cap Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 149 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2020 and 37 closed out, a net change of +112 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $358M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2020 was Wellington Management Group, an estimated $85.9M sold.
Based on aggregated 13F filings for Q4 2020.