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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
MA
951
MCF Advisors
Kentucky
-$2.4M -21,382 Closed
MIAN
952
Mariner Independent Advisor Network
Kansas
-$1.95M -17,388 Closed
CA
953
CastleArk Alternatives
Illinois
-$1.79M -16,000 Closed
SBH
954
Segall Bryant & Hamill
Illinois
-$1.78M -15,846 Closed
HF
955
HRT Financial
New York
-$1.34M -11,947 Closed
STAS
956
Strong Tower Advisory Services
Minnesota
-$857K -7,493 Closed
GRP
957
Global Retirement Partners
California
-$386K -3,447 Closed
OMC
958
Old Mission Capital
Illinois
-$381K -3,400 Closed
1WM
959
1900 Wealth Management
Texas
-$359K -3,199 Closed
KPW
960
Kore Private Wealth
New York
-$330K -2,946 Closed
ECG
961
EPIQ Capital Group
California
-$288K -2,573 Closed
Simplex Trading
962
Simplex Trading
Illinois
-$286K -2,531 Closed
CAG
963
Csenge Advisory Group
Florida
-$268K -2,374 Closed
CS
964
Credit Suisse
Switzerland
-$262K -2,338 Closed
AWA
965
Arete Wealth Advisors
Illinois
-$250K -2,231 Closed
BBA
966
Braun-Bostich & Associates
Pennsylvania
-$242K -2,160 Closed
DIP
967
DT Investment Partners
Pennsylvania
-$238K -2,124 Closed
FWM
968
Fairhaven Wealth Management
Illinois
-$229K -2,047 Closed
YIH
969
Y-Intercept (HK)
Hong Kong
-$229K -2,040 Closed
MPIM
970
McGinn Penninger Investment Management
Virginia
-$224K -2,000 Closed
PWM
971
PBMares Wealth Management
Virginia
-$217K -1,932 Closed
TC
972
Telemus Capital
Michigan
-$216K -1,928 Closed
MSAM
973
Moloney Securities Asset Management
Missouri
-$204K -1,822 Closed
MWM
974
Merriman Wealth Management
Washington
-$203K -1,815 Closed
PWA
975
Phoenix Wealth Advisors
North Carolina
-$128K -1,146 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.