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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
HI
876
Hudock Inc
Pennsylvania
$31K
VRM
877
Vectors Research Management
New York
$30K
FFA
878
Founders Financial Alliance
North Carolina
$29K
MWM
879
Mascoma Wealth Management
New Hampshire
$29K
WBC
880
West Branch Capital
Massachusetts
$29K
CA
881
CoreCap Advisors
Michigan
$29K +$29.6K +254 New
CWS
882
Confluence Wealth Services
Pennsylvania
$29K +$29.9K +256 New
LWP
883
Lumature Wealth Partners
Georgia
$28K
WT
884
Washington Trust
Rhode Island
$27K -$57.6K -494 -68%
CCM
885
Chilton Capital Management
Texas
$27K +$26.8K +230 New
RA
886
Rise Advisors
New York
$25.5K +$25.8K +221 New
WWM
887
Wolff Wiese Magana
California
$25K -$46.6K -400 -65%
National Bank of Canada
888
National Bank of Canada
Quebec, Canada
$25K +$25.7K +220 New
GEA
889
Glen Eagle Advisors
New Jersey
$24.4K
RWA
890
RGT Wealth Advisors
Texas
$24K +$24.7K +212 New
AFG
891
Albion Financial Group
Utah
$23K
RMC
892
Resources Management Corp
Connecticut
$23K
RP
893
Rice Partnership
Hawaii
$22K -$40.8K -350 -65%
TCWA
894
Ten Capital Wealth Advisors
Washington
$21K -$112K -957 -84%
DAM
895
Delta Asset Management
Tennessee
$21K
JWA
896
JFS Wealth Advisors
Pennsylvania
$21K
TCM
897
Tradewinds Capital Management
Washington
$21K
TWA
898
TCI Wealth Advisors
Arizona
$20K -$147K -1,259 -88%
NSB
899
Norway Savings Bank
Maine
$20K
BLC
900
Brown, Lisle/Cummings
Rhode Island
$19.6K +$19.8K +170 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.