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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
PB
826
Pinnacle Bancorp
Nebraska
$79K
EIP
827
Ellis Investment Partners
Pennsylvania
$78K +$17.1K +147 +27%
SFC
828
SYM Financial Corp
Indiana
$77K -$1.17K -10 -1%
VCM
829
Vigilant Capital Management
Maine
$75K
HDIM
830
Hanson & Doremus Investment Management
Vermont
$72K -$11.4K -98 -13%
RE
831
RBC Europe
United Kingdom
$72K +$72.9K +625 New
GG
832
Gleason Group
Kentucky
$71K
SC
833
Stephens Consulting
Michigan
$70.3K +$71.1K +610 New
CA
834
Crewe Advisors
Utah
$70K
SAM
835
S.A. Mason
Michigan
$70K
CWP
836
Concord Wealth Partners
Virginia
$70K +$35.3K +303 +101%
JFA
837
JNBA Financial Advisors
Minnesota
$69K
CCP
838
Clarkston Capital Partners
Michigan
$68K
PPWM
839
PFG Private Wealth Management
Florida
$67K -$1.68M -14,418 -96%
RIA
840
Richwood Investment Advisors
Ohio
$66K +$66.7K +572 New
M
841
MOTCO
Texas
$64K +$15.7K +135 +32%
SCA
842
Snowden Capital Advisors
New York
$64K +$65.1K +558 New
SWA
843
Sutton Wealth Advisors
Florida
$63.1K
TH
844
TCTC Holdings
Texas
$63K
CWA
845
Clearview Wealth Advisors
Oregon
$62K -$35K -300 -36%
EWA
846
EverSource Wealth Advisors
Alabama
$62K +$62.3K +534 New
RBC
847
Roble Belko & Company
Pennsylvania
$61K +$61.3K +526 New
BWM
848
Baystate Wealth Management
Massachusetts
$60K -$9.79K -84 -14%
MFC
849
Mechanics Financial Corp
Ohio
$60K +$60.6K +520 New
GWS
850
Glassman Wealth Services
Virginia
$57K

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.