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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
DI
451
DAGCO Inc
Ohio
$800K +$42.9K +368 +6%
TC
452
TownSquare Capital
Utah
$794K +$502K +4,308 +167%
EIP
453
Easterly Investment Partners
Massachusetts
$794K +$804K +6,895 New
AP
454
Appleton Partners
Massachusetts
$792K +$5.6K +48 +0.7%
1SB
455
1ST Source Bank
Indiana
$790K
VFA
456
Valeo Financial Advisors
Indiana
$788K +$15K +129 +2%
CCP
457
Corient Capital Partners
California
$781K
NFC
458
Northeast Financial Consultants
Connecticut
$778K
B
459
Bailard
California
$778K +$123K +1,052 +18%
RB
460
Renasant Bank
Mississippi
$775K -$2.92K -25 -0.4%
Legal & General Group
461
Legal & General Group
United Kingdom
$772K +$781K +6,700 New
SMC
462
Smith, Moore & Co
Missouri
$771K -$1.87K -16 -0.2%
PG
463
Patten Group
Tennessee
$763K +$115K +988 +18%
CPIG
464
Chicago Partners Investment Group
Illinois
$761K +$131K +1,120 +17%
WKSWA
465
White Knight Strategic Wealth Advisors
New Jersey
$759K +$768K +6,587 New
CCM
466
Canal Capital Management
Virginia
$756K +$765K +6,560 New
CCM
467
Cohen Capital Management
California
$744K +$816 +7 +0.1%
SIM
468
Stratos Investment Management
Ohio
$742K -$268K -2,295 -26%
PA
469
Parallel Advisors
California
$734K +$9.56K +82 +1%
SIA
470
Soltis Investment Advisors
Utah
$731K
AWM
471
Apollon Wealth Management
South Carolina
$723K +$259K +2,219 +55%
BMM
472
Buffington Mohr McNeal
Idaho
$719K +$728K +6,240 New
CBFP
473
Cedar Brook Financial Partners
Ohio
$715K
CWM
474
Cahaba Wealth Management
Georgia
$710K -$51.9K -445 -7%
WA
475
Waverly Advisors
Alabama
$708K

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.