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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$77.5M +$21.4M +183,314 +37%
SI
27
Stephens Inc
Arkansas
$72.3M -$6.11M -52,402 -8%
ZB
28
Zions Bancorporation
Utah
$70.8M +$2.31M +19,770 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$67.2M +$1.01M +8,637 +2%
JIC
30
Johnson Investment Counsel
Ohio
$56.5M -$464K -3,981 -0.8%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$55.5M +$33.3M +285,715 +146%
EH
32
Equitable Holdings
New York
$53.6M +$6.13M +52,559 +13%
RJA
33
Raymond James & Associates
Florida
$50.1M +$7M +60,065 +16%
SGAM
34
Stephens Group Asset Management
Arkansas
$49.5M -$6.39M -54,799 -11%
M&T Bank
35
M&T Bank
New York
$49M -$5.14M -44,044 -9%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$46.1M
RA
37
Rodgers & Associates
Pennsylvania
$44.8M +$26.2K +225 +0.1%
Creative Planning
38
Creative Planning
Kansas
$44.1M -$424K -3,634 -0.9%
KeyBank National Association
39
KeyBank National Association
Ohio
$43.5M +$294K +2,520 +0.7%
CC
40
Cassaday & Co
Virginia
$42.1M +$7.02M +60,216 +20%
AWM
41
AE Wealth Management
Kansas
$41.6M +$831K +7,123 +2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$39.5M +$1.78M +15,283 +5%
EB
43
Eastern Bank
Massachusetts
$39.4M +$1M +8,594 +3%
CAM
44
Congress Asset Management
Massachusetts
$38.2M +$23.7M +202,851 +157%
AI
45
Accredited Investors
Minnesota
$37.5M +$18.4M +157,820 +94%
ANTB
46
AMG National Trust Bank
Colorado
$36.5M -$147K -1,264 -0.4%
HighTower Advisors
47
HighTower Advisors
Illinois
$36.5M +$4.28M +36,706 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.6M
GW
49
GW & Wade
Massachusetts
$33.9M +$507K +4,351 +2%
BCI
50
Brinker Capital Investments
Pennsylvania
$33.6M +$2.1M +17,985 +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.