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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
AUB
76
Atlantic Union Bankshares
Virginia
$19.7M -$21.1K -181 -0.1%
TWM
77
Tolleson Wealth Management
Texas
$19.6M +$2.93M +25,156 +17%
UB
78
UMB Bank
Missouri
$19.1M -$673K -5,776 -3%
PAG
79
Private Advisor Group
New Jersey
$18.6M -$3.55M -30,434 -16%
MAC
80
Mason & Associates (California)
California
$18.5M +$18.7M +160,788 New
FHA
81
First Horizon Advisors
Tennessee
$18.5M -$86.2K -739 -0.5%
LFWA
82
LBJ Family Wealth Advisors
Texas
$18.1M +$178K +1,524 +1%
Stifel Financial
83
Stifel Financial
Missouri
$17.6M -$737K -6,325 -4%
JFG
84
JMG Financial Group
Illinois
$17M -$202K -1,730 -1%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$16.2M +$337K +2,889 +2%
BC
86
Bartlett & Co
Ohio
$16.2M +$337K +2,889 +2%
FCBT
87
First Citizens Bank & Trust
North Carolina
$15.8M +$7.58M +64,990 +90%
CM
88
Churchill Management
California
$15.7M -$238K -2,045 -1%
BF
89
BOK Financial
Oklahoma
$15.5M +$443K +3,803 +3%
APP
90
Avantax Planning Partners
Iowa
$15.3M +$3.03M +25,992 +24%
FC
91
Forte Capital
New York
$15.2M -$119K -1,022 -0.8%
KCM
92
Karp Capital Management
California
$14.9M +$870K +7,459 +6%
BDF
93
Balasa Dinverno & Foltz
$14.1M -$178K -1,525 -1%
Comerica Bank
94
Comerica Bank
Texas
$14.1M -$315K -2,704 -2%
CAN
95
Cetera Advisor Networks
California
$14M +$424K +3,635 +3%
BB
96
Berkshire Bank
Massachusetts
$13.5M -$381K -3,268 -3%
WIC
97
Whitegate Investment Counselors
New Hampshire
$13.3M -$538K -4,616 -4%
Northern Trust
98
Northern Trust
Illinois
$13.3M +$803K +6,883 +6%
EWA
99
EP Wealth Advisors
California
$12.5M -$1.28K -11 -0%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$12.4M +$2.78M +23,850 +28%

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.