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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
MMA
426
Miracle Mile Advisors
California
$878K +$27.8K +238 +3%
FAIM
427
Financial Advocates Investment Management
Washington
$875K +$38.5K +330 +5%
5L
428
55I LLC
Massachusetts
$875K +$208K +1,780 +31%
LBC
429
Lowe Brockenbrough & Co
Virginia
$873K
PFP
430
Paragon Financial Partners
California
$871K +$882K +7,562 New
WI
431
Wintrust Investments
Illinois
$870K -$3.73K -32 -0.4%
FCB
432
First Command Bank
Texas
$870K
SYBT
433
Stock Yards Bank & Trust
Kentucky
$862K +$206K +1,769 +31%
FCFS
434
First Command Financial Services
Texas
$860K -$34.3K -294 -4%
BWA
435
Burt Wealth Advisors
Maryland
$858K
SF
436
Summit Financial
New Jersey
$850K +$73.6K +631 +9%
SHJ
437
Sharkey, Howes & Javer
Colorado
$849K +$466 +4 +0.1%
SC
438
SouthState Corp
Florida
$842K
EFS
439
Essex Financial Services
Connecticut
$838K -$39.6K -340 -4%
GPA
440
Garrison Point Advisors
California
$837K
MWM
441
Meridian Wealth Management
Kentucky
$821K -$5.36K -46 -0.6%
FFG
442
Fullen Financial Group
Ohio
$821K +$700 +6 +0.1%
HCA
443
Harbour Capital Advisors
Virginia
$819K -$11.7K -100 -1%
CS
444
Capital Square
Tennessee
$816K +$4.66K +40 +0.5%
LSA
445
Lion Street Advisors
Texas
$813K +$52.7K +452 +7%
WH
446
Willner & Heller
California
$813K +$846K +7,257 New
NFG
447
Nations Financial Group
Iowa
$806K -$23.6K -202 -3%
LW
448
Linscomb Wealth
Texas
$804K
WGCA
449
Wolf Group Capital Advisors
Virginia
$803K +$542K +4,648 +200%
FNBOO
450
First National Bank of Omaha
Nebraska
$801K -$19.4K -166 -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.