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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
HR
801
Hayden Royal
North Carolina
$125K +$126K +1,084 New
MA
802
Montag & Associates
Georgia
$123K
BFO
803
Biltmore Family Office
North Carolina
$115K
EWM
804
Evermay Wealth Management
Virginia
$115K
FEG
805
Financial Enhancement Group
Indiana
$115K
SIAP
806
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K
KTC
807
Kistler-Tiffany Companies
Pennsylvania
$111K
WOSD
808
WFA of San Diego
California
$110K -$2.92K -25 -3%
MPCG
809
Matrix Private Capital Group
New York
$107K
DWMG
810
DB Wealth Management Group
California
$107K +$74.6K +640 +221%
HR
811
Howe & Rusling
New York
$107K +$84.5K +725 +359%
PCA
812
Providence Capital Advisors
North Carolina
$106K
1IA
813
1834 Investment Advisors
Wisconsin
$104K -$8.28K -71 -7%
POIA
814
Pin Oak Investment Advisors
Texas
$103K
ADL
815
Asset Dedication LLC
California
$103K +$5.6K +48 +6%
QC
816
Quent Capital
New York
$96K +$97.1K +833 New
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$95K +$117 +1 +0.1%
PA
818
PSI Advisors
Florida
$95K +$117 +1 +0.1%
SN
819
Sittner & Nelson
Oregon
$92K
SFPG
820
Stonebridge Financial Planning Group
Florida
$90K
MFM
821
MD Financial Management
Ontario, Canada
$88K +$89.5K +768 New
WB
822
Webster Bank
Connecticut
$86K
PGAM
823
Princeton Global Asset Management
New Jersey
$83K
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$34.7K -298 -30%
NSIM
825
North Star Investment Management
Illinois
$80K +$80.5K +690 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.