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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
BA
751
Ballast Advisors
Minnesota
$220K +$3.5K +30 +2%
PGA
752
Portland Global Advisors
Maine
$219K
Fayez Sarofim & Co
753
Fayez Sarofim & Co
Texas
$218K
MG
754
Mather Group
Illinois
$217K -$1.63K -14 -0.7%
OWA
755
Opal Wealth Advisors
New York
$215K
RIM
756
Rockbridge Investment Management
New York
$214K
IAG
757
Investmark Advisory Group
Connecticut
$212K +$215K +1,844 New
AC
758
Abbrea Capital
California
$211K
CMI
759
Clare Market Investments
Texas
$210K +$233 +2 +0.1%
Fisher Asset Management
760
Fisher Asset Management
Washington
$210K +$212K +1,820 New
KIA
761
KCM Investment Advisors
California
$209K -$2.8K -24 -1%
OIA
762
OneDigital Investment Advisors
Kansas
$207K
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$207K +$210K +1,800 New
GDP
764
Great Diamond Partners
Maine
$206K -$45.6K -391 -18%
EWM
765
Empirical Wealth Management
Washington
$206K
QCM
766
Quest Capital Management
Texas
$205K +$208K +1,782 New
WPC
767
Wedmont Private Capital
Pennsylvania
$204K +$226K +1,942 New
GPA
768
Guidance Point Advisors
Massachusetts
$203K +$117 +1 +0.1%
CWM
769
C2C Wealth Management
Arizona
$203K +$206K +1,763 New
BMCM
770
Bryn Mawr Capital Management
Pennsylvania
$203K +$206K +1,764 New
Neuberger Berman Group
771
Neuberger Berman Group
New York
$202K +$204K +1,752 New
BFA
772
Beacon Financial Advisory
Ohio
$202K +$204K +1,753 New
BFPW
773
BOK Financial Private Wealth
Colorado
$202K +$204K +1,753 New
CFAM
774
Coury Firm Asset Management
Pennsylvania
$202K +$205K +1,757 New
BA
775
Bluesphere Advisors
Pennsylvania
$201K +$203K +1,745 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.