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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
AssetMark Inc
901
AssetMark Inc
California
$19K -$16.6M -142,058 -100%
IFAM
902
Institutional & Family Asset Management
Colorado
$19K -$8.28K -71 -30%
BC
903
Burleson & Co
California
$19K +$4.9K +42 +35%
RDIA
904
RE Dickinson Investment Advisors
Iowa
$19K +$18.8K +161 New
LWA
905
Lowe Wealth Advisors
Maryland
$17K
LFA
906
Level Financial Advisors
New York
$17K +$16.9K +145 New
IWP
907
IAG Wealth Partners
Wisconsin
$16K -$21.1K -181 -57%
AWM
908
Activest Wealth Management
Florida
$15K
SBL
909
Sargent Bickham Lagudis
Colorado
$15K
DHGWA
910
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$15.6K +134 New
PP
911
PrairieView Partners
Minnesota
$14K
AC
912
AlphaCore Capital
California
$12K +$11.7K +100 New
MTIC
913
Missouri Trust & Investment Company
Missouri
$12K +$11.7K +100 New
SCM
914
Shelton Capital Management
Colorado
$12K +$11.7K +100 New
HS
915
Horan Securities
United States
$12K +$12.6K +108 New
FDCDDQ
916
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
GAM
917
Gemmer Asset Management
California
$11K
IRC
918
Investors Research Corp
Georgia
$11K
TF
919
TimeScale Financial
Massachusetts
$11K
TCWM
920
Total Clarity Wealth Management
Illinois
$11K
CIAS
921
Capital Investment Advisory Services
North Carolina
$10K
KFAA
922
Klaas Financial Asset Advisors
Illinois
$10K +$10.1K +87 New
RK
923
Rather & Kittrell
Tennessee
$9K +$10K +86 New
ACM
924
Absolute Capital Management
Pennsylvania
$8.3K +$8.39K +72 New
MP
925
McDonald Partners
Ohio
$8.3K +$8.39K +72 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.