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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
FFG
926
Ford Financial Group
California
$8.06K +$6.06K +52 +0.1%
CWC
927
Carolinas Wealth Consulting
North Carolina
$8K
HFA
928
HC Financial Advisors
California
$8K
CAM
929
Costello Asset Management
Pennsylvania
$7K
ZIG
930
Zullo Investment Group
Pennsylvania
$7K +$7K +60 New
AIM
931
Anchor Investment Management
South Carolina
$5.3K +$5.36K +46 New
CB
932
Community Bank
New York
$5K
LF
933
Lee Financial
Texas
$5K
AIP
934
Ahrens Investment Partners
Louisiana
$5K +$4.9K +42 New
AWM
935
Accel Wealth Management
Iowa
$4K
HCM
936
Hillman Capital Management
Maryland
$4K +$3.85K +33 New
PCMC
937
Paragon Capital Management (Colorado)
Colorado
$4K +$4.2K +36 New
CI
938
Cordant Inc
Oregon
$3K -$30.8K -264 -92%
NFSG
939
Newbridge Financial Services Group
Florida
$3K
MSFP
940
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.27K +28 New
SWM
941
Selective Wealth Management
Virginia
$2K -$1.75K -15 -43%
MHR
942
Matthew Hamilton Rosenberg
$2K
TAM
943
Tucker Asset Management
Colorado
$1.62K
FGAM
944
Financial Gravity Asset Management
Texas
$350 +$13.1K +112 +3,733%
BBHC
945
Brown Brothers Harriman & Co
New York
$157
AWM
946
Abound Wealth Management
Tennessee
$115 +$117 +1 New
GG
947
GenWealth Group
New Jersey
-$15.2M -135,642 Closed
Qube Research & Technologies (QRT)
948
Qube Research & Technologies (QRT)
United Kingdom
-$5.44M -48,575 Closed
Citadel Advisors
949
Citadel Advisors
Florida
-$5.42M -46,448 Closed
AWM
950
Aprio Wealth Management
Georgia
-$3.03M -27,047 Closed

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.