We are live on ! Find out more
IWP icon

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
CG
626
Caprock Group
Idaho
$350K +$15.9K +136 +5%
KP
627
Keel Point
Alabama
$349K +$16.4K +141 +5%
FFC
628
First Financial Corp
Indiana
$348K -$26.5K -227 -7%
W
629
WealthOne
New York
$347K -$628K -5,389 -64%
BTWM
630
Baker Tilly Wealth Management
Wisconsin
$346K
SMA
631
Sage Mountain Advisors
Georgia
$346K
PWMAG
632
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$41.5K +356 +13%
PCA
633
Personal Capital Advisors
California
$345K +$95.4K +818 +36%
CFA
634
Carroll Financial Associates
North Carolina
$344K
AWM
635
Avior Wealth Management
Nebraska
$343K +$6.18K +53 +2%
SFA
636
Sequoia Financial Advisors
Ohio
$343K +$347K +2,974 New
PWP
637
Perfromance Wealth Partners
Illinois
$343K +$347K +2,980 New
FMN
638
Financial Management Network
California
$342K
CF
639
Centaurus Financial
California
$340K
DIA
640
Dana Investment Advisors
Wisconsin
$338K -$39.1K -335 -10%
STA
641
Summit Trail Advisors
New York
$338K +$50.4K +432 +17%
MCWA
642
Meadow Creek Wealth Advisors
Georgia
$337K +$341K +2,921 New
FLPIM
643
F.L. Putnam Investment Management
Massachusetts
$335K
PFA
644
Pure Financial Advisors
California
$334K +$6.88K +59 +2%
CG
645
Cutler Group
California
$334K +$338K +2,900 New
CWM
646
CCG Wealth Management
California
$330K
KA
647
Kovack Advisors
Florida
$330K +$44.5K +382 +15%
PCM
648
Parsons Capital Management
Rhode Island
$329K
VCP
649
Vista Capital Partners
Oregon
$329K
AA
650
Argent Advisors
Louisiana
$328K

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.