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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
TFO
851
Tarbox Family Office
California
$55K
Optiver Holding
852
Optiver Holding
Netherlands
$53K +$47.9K +411 +790%
AIC
853
Archer Investment Corporation
Indiana
$52.3K
CFFP
854
Center for Financial Planning
Michigan
$52K -$6.3K -54 -11%
GWSG
855
GPS Wealth Strategies Group
Colorado
$52K
FF
856
FourThought Financial
Florida
$51K +$117 +1 +0.2%
FWM
857
Focused Wealth Management
New York
$48K
PCTC
858
Perkins Coie Trust Company
Washington
$48K
CHA
859
Carmichael Hill & Associates
Maryland
$47K
TA
860
Tectonic Advisors
Texas
$47K +$43.6K +374 +1,206%
CCM
861
Covington Capital Management
California
$45K
FAG
862
Fortitude Advisory Group
Washington
$45K +$45.7K +392 New
OSAM
863
O'Shaughnessy Asset Management
Connecticut
$44K
WWMSC
864
Wagner Wealth Management (South Carolina)
South Carolina
$44K
Koshinski Asset Management
865
Koshinski Asset Management
Illinois
$41.9K
OIA
866
Optimum Investment Advisors
Illinois
$41K
KFP
867
KB Financial Partners
New Jersey
$40K +$40.8K +350 New
GI
868
Gradient Investments
Minnesota
$39K +$1.63K +14 +4%
AWA
869
Amplius Wealth Advisors
Pennsylvania
$38K +$38.5K +330 New
RFA
870
Reilly Financial Advisors
California
$36K
ANBT
871
American National Bank & Trust
Texas
$35K
Federated Hermes
872
Federated Hermes
Pennsylvania
$34K -$122K -1,043 -78%
OIS
873
Okabena Investment Services
Minnesota
$34K +$34K +292 New
FFWM
874
Future Financial Wealth Management
Ohio
$34K +$35K +300 New
EI
875
Ellevest Inc
New York
$32K +$117 +1 +0.4%

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.