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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
BWM
676
BT Wealth Management
Georgia
$294K
TA
677
TrueWealth Advisors
Alabama
$294K
BCA
678
Biltmore Capital Advisors
New Jersey
$292K -$164K -1,406 -36%
IWS
679
Insight Wealth Strategies
California
$292K -$233 -2 -0.1%
FLA
680
Financial Life Advisors
Texas
$290K -$11K -94 -4%
YIA
681
YHB Investment Advisors
Connecticut
$289K
SSWM
682
Sheets Smith Wealth Management
North Carolina
$288K
DAS
683
Dynamic Advisor Solutions
Arizona
$287K -$58K -497 -17%
RWA
684
Redhawk Wealth Advisors
Minnesota
$283K +$233 +2 +0.1%
SCM
685
SOL Capital Management
Maryland
$280K +$284K +2,434 New
OC
686
Oarsman Capital
Wisconsin
$279K
BC
687
Barnett & Company
Tennessee
$279K +$271K +2,326 +2,349%
PTB
688
Pioneer Trust Bank
Oregon
$277K
RW
689
REDW Wealth
New Mexico
$273K
MWM
690
Maripau Wealth Management
Indiana
$273K +$311K +2,666 New
SIC
691
Salem Investment Counselors
North Carolina
$272K -$14.1K -121 -5%
Deutsche Bank
692
Deutsche Bank
Germany
$270K
CFS
693
CRA Financial Services
New Jersey
$268K +$271K +2,325 New
LA
694
Legacy Advisors
Pennsylvania
$266K
AFWM
695
AMJ Financial Wealth Management
Virginia
$265K -$125K -1,075 -32%
JWCA
696
J.W. Coons Advisors
Ohio
$265K +$117 +1 +0%
WJWM
697
Williams Jones Wealth Management
New York
$263K
DHFB
698
Dixon Hubard Feinour & Brown
Virginia
$263K +$267K +2,286 New
EAM
699
Evanson Asset Management
California
$262K
IP
700
Ignite Planners
California
$262K +$300K +2,570 New

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.