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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
EDRH
601
Edmond de Rothschild Holding
Switzerland
$380K
OA
602
Oxbow Advisors
Texas
$378K
AA
603
Aire Advisors
California
$377K +$382K +3,280 New
SCA
604
Sage Capital Advisors
South Dakota
$375K
MMPW
605
Mitchell McLeod Pugh & Williams
Alabama
$374K
RIM
606
Regent Investment Management
Kentucky
$374K
CFA
607
Cahill Financial Advisors
Minnesota
$370K -$61.7K -529 -14%
RSS
608
Rosenblum Silverman Sutton
California
$369K -$2.33K -20 -0.6%
IF
609
Intrua Financial
Texas
$368K -$87.9K -754 -19%
Fiera Capital (Canada)
610
Fiera Capital (Canada)
Quebec, Canada
$368K
AF
611
Affiance Financial
Minnesota
$366K
BFS
612
Bradley Foster & Sargent
Connecticut
$366K +$370K +3,174 New
SFS
613
Stiles Financial Services
Minnesota
$364K +$368K +3,157 New
William Blair Investment Management
614
William Blair Investment Management
Illinois
$361K +$365K +3,130 New
MAM
615
Madison Asset Management
Wisconsin
$360K
WMA
616
West Michigan Advisors
Michigan
$360K +$364K +3,125 New
BCM
617
Bourgeon Capital Management
Connecticut
$359K
WA
618
WealthTrust Axiom
Pennsylvania
$359K
CAL
619
Capital Advisors Ltd
Ohio
$358K
SWM
620
SeaCrest Wealth Management
New York
$357K
TYCC
621
Texas Yale Capital Corp
Florida
$356K
PWM
622
Perigon Wealth Management
California
$353K
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$352K -$19.1K -164 -5%
HH
624
HWG Holdings
Texas
$351K +$355K +3,043 New
FIM
625
Fernwood Investment Management
Massachusetts
$350K

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.