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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
BWA
476
BlueSky Wealth Advisors
North Carolina
$704K -$58.3K -500 -8%
IWM
477
IHT Wealth Management
Illinois
$703K -$27.2K -233 -4%
RhumbLine Advisers
478
RhumbLine Advisers
Massachusetts
$700K +$342K +2,935 +93%
LB
479
Legacy Bridge
Iowa
$698K +$4.66K +40 +0.7%
CWM
480
Chicago Wealth Management
Illinois
$695K
VCM
481
Viewpoint Capital Management
Washington
$691K +$700K +6,000 New
IPW
482
Intergy Private Wealth
Colorado
$689K +$697K +5,977 New
Lazard Asset Management
483
Lazard Asset Management
New York
$681K -$20.4K -175 -3%
RIS
484
Retirement Income Solutions
Michigan
$681K +$33.3K +286 +5%
RT
485
Rockland Trust
Massachusetts
$672K -$77.1K -661 -10%
SFP
486
Sweet Financial Partners
Minnesota
$667K +$675K +5,790 New
SKK
487
Shepherd Kaplan Krochuk
Massachusetts
$662K -$148K -1,269 -18%
SC
488
Steph & Co
Wisconsin
$662K +$2.21K +19 +0.3%
HSA
489
HBK Sorce Advisory
Pennsylvania
$660K +$15.9K +136 +2%
RPC
490
Rossmore Private Capital
Connecticut
$658K +$8.63K +74 +1%
GP
491
Girard Partners
Pennsylvania
$657K -$23.4K -201 -3%
ASBI
492
American State Bank (Iowa)
Iowa
$653K
TFS
493
TrustCore Financial Services
Tennessee
$648K +$47.7K +409 +8%
AIM
494
Allen Investment Management
New York
$642K
PWMG
495
Provence Wealth Management Group
California
$642K +$650K +5,575 New
LA
496
LVW Advisors
New York
$641K +$648K +5,560 New
BFC
497
Bedel Financial Consulting
Indiana
$640K +$1.05K +9 +0.2%
DJYG
498
David J. Yvars Group
Florida
$636K -$203K -1,745 -24%
MA
499
Mutual Advisors
Nebraska
$623K -$38.2K -328 -6%
MFW
500
Mosaic Family Wealth
Missouri
$615K -$23.2K -199 -4%

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.