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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
MCM
776
Mengis Capital Management
Oregon
$200K +$203K +1,737 New
CCA
777
Cobblestone Capital Advisors
New York
$200K +$203K +1,740 New
AIM
778
Acropolis Investment Management
Missouri
$198K
KPCM
779
Kings Point Capital Management
New York
$197K +$14.3K +123 +8%
HFS
780
HBC Financial Services
Washington
$195K
SWM
781
Sugarloaf Wealth Management
Georgia
$192K
JWM
782
Janiczek Wealth Management
Colorado
$191K +$26.1K +224 +16%
PO
783
Private Ocean
California
$190K
CFD
784
Creative Financial Designs
Indiana
$190K +$50.4K +432 +36%
FCA
785
FinTrust Capital Advisors
South Carolina
$181K
DSC
786
Duncker Streett & Co
Missouri
$177K
BFEC
787
Benjamin F. Edwards & Company
Missouri
$169K +$117 +1 +0.1%
SWA
788
SOA Wealth Advisors
New York
$163K -$2.21K -19 -1%
CHC
789
City Holding Co
West Virginia
$157K
EK
790
Evensky & Katz
Florida
$155K +$350 +3 +0.2%
BWL
791
Bogart Wealth LLC
Virginia
$152K -$12.9K -111 -8%
PLU
792
Performa Ltd (US)
South Carolina
$151K +$233 +2 +0.2%
TC
793
Trust Company
Kansas
$140K
RG
794
Retirement Group
California
$139K
HBT
795
Hills Bank & Trust
Iowa
$138K
CA
796
Cornerstone Advisory
Maryland
$138K +$140K +1,200 New
SC
797
Sierra Capital
Florida
$136K
LAS
798
Lloyd Advisory Services
Georgia
$135K -$5.13K -44 -4%
TFP
799
Tilia Fiduciary Partners
North Carolina
$133K +$134K +1,150 New
CBT
800
CoreFirst Bank & Trust
Kansas
$126K

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.