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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
PWP
526
Principle Wealth Partners
Connecticut
$551K
CWM
527
Cornerstone Wealth Management
Missouri
$550K
CT
528
Caldwell Trust
Florida
$544K
GFS
529
GYL Financial Synergies
Connecticut
$540K
MCA
530
Maryland Capital Advisors
Maryland
$536K +$543K +4,656 New
IF
531
IRON Financial
Illinois
$535K -$350 -3 -0.1%
AIA
532
Arcadia Investment Advisors
Idaho
$535K -$19.7K -169 -4%
AWA
533
Arkadios Wealth Advisors
Georgia
$534K -$5.36K -46 -1%
GC
534
Gilbert & Cook
Iowa
$534K
SFM
535
Signet Financial Management
New Jersey
$529K -$18.3K -157 -3%
IWP
536
Icon Wealth Partners
Texas
$528K -$32.8K -281 -6%
LCM
537
Liberty Capital Management
Michigan
$527K
C
538
Certuity
Florida
$525K
SIA
539
Stegner Investment Associates
Kentucky
$520K
Luther King Capital Management (LKCM)
540
Luther King Capital Management (LKCM)
Texas
$518K
CIC
541
Carnegie Investment Counsel
Ohio
$517K +$523K +4,487 New
MIH
542
Meitav Investment House
Israel
$516K -$16.3K -140 -3%
Jennison Associates
543
Jennison Associates
New York
$515K +$522K +4,473 New
GC
544
GFG Capital
Florida
$512K +$518K +4,442 New
DC
545
Davenport & Co
Virginia
$508K -$69K -592 -12%
T
546
TNF
Montana
$508K -$45.6K -391 -7%
FSA
547
Financial Sense Advisors
California
$505K -$499K -4,277 -49%
KIG
548
Kowal Investment Group
Wisconsin
$504K +$350 +3 +0.1%
RWA
549
Ropes Wealth Advisors
Massachusetts
$503K -$8.28K -71 -2%
Millennium Management
550
Millennium Management
New York
$490K +$495K +4,249 New

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.