We are live on ! Find out more
IWP icon

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
Westfield Capital Management
401
Westfield Capital Management
Massachusetts
$1.04M +$783K +6,717 +294%
UCMOK
402
United Capital Management of KS
Kansas
$1.03M -$51.5K -442 -5%
CAC
403
Certified Advisory Corp
Florida
$1.03M +$933 +8 +0.1%
FCH
404
Freestone Capital Holdings
Washington
$1.03M -$2.33K -20 -0.2%
PFO
405
Pathstone Family Office
New Jersey
$1.01M -$28.5K -244 -3%
OFG
406
Oxford Financial Group
Indiana
$987K +$518K +4,444 +108%
QCG
407
Quadrant Capital Group
Ohio
$977K +$7K +60 +0.7%
NAM
408
NTV Asset Management
West Virginia
$976K
IAN
409
Integrated Advisors Network
Texas
$973K -$2.8K -24 -0.3%
ATPW
410
Ashton Thomas Private Wealth
Arizona
$969K +$199K +1,710 +26%
BCM
411
BTR Capital Management
California
$969K
MFGP
412
Marshall Financial Group (Pennsylvania)
Pennsylvania
$967K +$91.5K +785 +10%
WTA
413
Washington Trust Advisors
Massachusetts
$965K +$976K +8,371 New
PPP
414
Private Portfolio Partners
New Jersey
$949K +$4.2K +36 +0.4%
RRA
415
Round Rock Advisors
Connecticut
$946K -$2.68K -23 -0.3%
FWP
416
FAS Wealth Partners
Kansas
$946K +$2.92K +25 +0.3%
KFI
417
Key Financial Inc
Pennsylvania
$945K -$27.3K -234 -3%
FUBT
418
First United Bank & Trust
Maryland
$944K -$15.9K -136 -2%
SWP
419
Summit Wealth Partners
Florida
$935K +$9.21K +79 +1%
RWP
420
Revolve Wealth Partners
New Jersey
$917K +$928K +7,955 New
PSUF
421
People's United Financial
Connecticut
$913K -$266K -2,284 -22%
CWM
422
Calamos Wealth Management
Illinois
$904K
CFG
423
Cooper Financial Group
California
$887K -$26.1K -224 -3%
AFP
424
Ausdal Financial Partners
Iowa
$886K -$151K -1,297 -14%
FA
425
Flagstar Advisors
New York
$885K +$301K +2,581 +51%

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.