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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
BBA
651
BLB&B Advisors
Pennsylvania
$327K -$769K -6,598 -70%
TI
652
Trexquant Investment
Connecticut
$327K +$330K +2,834 New
CCFM
653
Clear Creek Financial Management
Washington
$326K
KL
654
KilterHowling LLC
Colorado
$325K +$329K +2,824 New
NHC
655
Nicholas Hoffman & Company
Georgia
$325K
TSWM
656
Tyler-Stone Wealth Management
Ohio
$324K +$328K +2,810 New
TGAM
657
TBH Global Asset Management
Tennessee
$315K
ST
658
Smithfield Trust
Pennsylvania
$314K -$26.2K -225 -8%
CHJWM
659
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K -$1.75K -15 -0.5%
BB
660
Busey Bank
Illinois
$314K +$318K +2,724 New
WB
661
West Bancorporation
Iowa
$313K +$317K +2,717 New
TPA
662
Trivium Point Advisory
Connecticut
$312K
HFA
663
High Falls Advisors
New York
$311K -$23.2K -199 -7%
SFG
664
Sovereign Financial Group
Connecticut
$311K -$5.13K -44 -2%
CCMG
665
Clark Capital Management Group
Pennsylvania
$310K +$314K +2,694 New
RBFC
666
Roman Butler Fullerton & Co
Missouri
$307K -$133K -1,140 -30%
WAL
667
W Advisors LLC
Tennessee
$307K +$311K +2,667 New
IA
668
Insight Advisors
Pennsylvania
$306K -$5.83K -50 -2%
CPA
669
Cardiff Park Advisors
California
$305K +$308K +2,645 New
PIFP
670
Partners in Financial Planning
Virginia
$303K -$28.9K -248 -8%
LRPA
671
L. Roy Papp & Associates
Arizona
$300K -$129K -1,106 -30%
IAIM
672
International Assets Investment Management
Florida
$300K +$33K +283 +12%
PSF
673
Pacific Sun Financial
California
$298K -$1.17K -10 -0.4%
ACM
674
AlphaStar Capital Management
North Carolina
$297K +$9.33K +80 +3%
FHA
675
Flagship Harbor Advisors
Massachusetts
$296K -$20.6K -177 -6%

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.