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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
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$31.7M -$58.4K -501 -0.2%
CMA
52
Cedar Mountain Advisors
Oregon
$31.6M +$177K +1,516 +0.6%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$31.1M +$1.44M +12,377 +5%
IIC
54
Integrated Investment Consultants
Michigan
$30.2M +$5.76M +49,440 +23%
RFA
55
RTD Financial Advisors
Pennsylvania
$28.9M +$29.3M +250,891 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$28.5M -$1.7M -14,566 -6%
MML Investors Services
57
MML Investors Services
Massachusetts
$28.4M -$5.33M -45,688 -16%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$27.6M +$580K +4,970 +2%
KF
59
Krilogy Financial
Missouri
$27.5M -$3.17M -27,181 -10%
EF
60
Empowered Funds
Pennsylvania
$26.4M +$26.7M +228,900 New
Prudential Financial
61
Prudential Financial
New Jersey
$26M +$20.2M +173,618 +431%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$25.9M -$3.04M -26,036 -10%
HFS
63
Hantz Financial Services
Michigan
$25.7M -$373K -3,197 -1%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$25.7M +$23.7M +203,613 +1,056%
Mariner
65
Mariner
Kansas
$25.4M +$5.31M +45,509 +26%
TI
66
Truepoint Inc
Ohio
$25.1M -$53.9K -462 -0.2%
OCM
67
One Capital Management
California
$25M -$317K -2,716 -1%
BCIM
68
Bishop & Co Investment Management
Pennsylvania
$24.8M +$2.93M +25,128 +13%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$24.7M +$149K +1,280 +0.6%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$24.5M +210,462 New
Barclays
71
Barclays
United Kingdom
$23.2M -$60.2M -515,909 -72%
BPWM
72
Badgley Phelps Wealth Managers
Washington
$22.3M +$712K +6,105 +3%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$22M +$1.67M +14,330 +8%
CA
74
Cetera Advisors
Colorado
$21.7M -$7.56M -64,814 -26%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$20.4M -$1.59M -13,613 -7%

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.