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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
TP
576
Tranquility Partners
Tennessee
$425K
SCA
577
St. Clair Advisors
Ohio
$421K
MIA
578
MainStreet Investment Advisors
Illinois
$419K -$10.5K -90 -2%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$419K -$10.5K -90 -2%
UWPG
580
Ullmann Wealth Partners Group
Florida
$416K -$63.4K -544 -13%
HA
581
HFG Advisors
Ohio
$415K +$420K +3,600 New
HF
582
Halpern Financial
Virginia
$414K -$54.6K -468 -12%
PMFA
583
Plante Moran Financial Advisors
Michigan
$409K
HCM
584
Hollencrest Capital Management
California
$408K
WPC
585
White Pine Capital
Minnesota
$408K
NAS
586
Nicolet Advisory Services
Wisconsin
$406K -$583 -5 -0.1%
LHC
587
Little House Capital
Massachusetts
$403K
WLIM
588
White Lighthouse Investment Management
Massachusetts
$403K
ZIM
589
Zacks Investment Management
Illinois
$400K -$39.3K -337 -9%
IC
590
Intersect Capital
California
$400K -$24.6K -211 -6%
WLPWM
591
Walled Lake Planning & Wealth Management
Illinois
$399K +$281K +2,410 +228%
LA
592
Latitude Advisors
Florida
$397K -$117 -1 -0%
MA
593
MAS Advisors
Florida
$397K +$401K +3,435 New
BL
594
Balentine LLC
Georgia
$395K +$400K +3,429 New
AA
595
Ancora Advisors
Ohio
$394K -$29.3K -251 -7%
WS
596
Wedbush Securities
California
$390K -$15.3K -131 -4%
Chevy Chase Trust
597
Chevy Chase Trust
Maryland
$389K
MA
598
MONECO Advisors
Connecticut
$387K +$14.2K +122 +3%
BFA
599
Bragg Financial Advisors
North Carolina
$384K
RWG
600
Regal Wealth Group
California
$380K -$4.83M -41,412 -93%

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.