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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
PCMC
551
Private Capital Management (Colorado)
Colorado
$487K
WTB
552
Washington Trust Bank
Washington
$486K +$491K +4,213 New
EW
553
Element Wealth
Mississippi
$483K
KWS
554
Keystone Wealth Services
California
$483K +$489K +4,194 New
BWP
555
Baldwin Wealth Partners
Massachusetts
$480K
VA
556
Valmark Advisers
Ohio
$471K -$1.98K -17 -0.4%
9WM
557
9258 Wealth Management
Ohio
$469K +$14.2K +122 +3%
HWM
558
HB Wealth Management
Georgia
$467K +$473K +4,056 New
EL
559
EMFO LLC
Florida
$466K
MFG
560
Magnus Financial Group
New York
$466K +$816 +7 +0.2%
HPCM
561
High Pointe Capital Management
Illinois
$464K -$443K -3,800 -49%
AP
562
Adero Partners
California
$461K
AMM
563
American Money Management
California
$460K
WWA
564
WC Walker & Associates
California
$460K
ODIJL
565
One Day In July LLC
Vermont
$458K +$3.5K +30 +0.8%
TCBWMS
566
Texas Capital Bank Wealth Management Services
Texas
$455K
IA
567
IFP Advisors
Florida
$453K -$263K -2,257 -37%
MWM
568
McNaughton Wealth Management
California
$441K
BAM
569
Berkshire Asset Management
Pennsylvania
$439K +$45.6K +391 +11%
AIA
570
Armor Investment Advisors
North Carolina
$435K -$35K -300 -7%
PFG
571
Peterson Financial Group
Iowa
$431K +$437K +3,745 New
MC
572
Middleton & Co
Massachusetts
$431K +$4.9K +42 +1%
AW
573
ACG Wealth
Georgia
$430K
PCA
574
Pallas Capital Advisors
Massachusetts
$428K -$3.73K -32 -0.7%
CAAS
575
Capital Asset Advisory Services
Michigan
$428K +$4.31K +37 +1%

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.