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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
FIBT
101
First International Bank & Trust
North Dakota
$12.3M +$12.4M +106,417 New
SPIA
102
Steward Partners Investment Advisory
New York
$11.9M -$3.09M -26,461 -20%
PFPT
103
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.9M -$877K -7,518 -7%
CWM
104
Connecticut Wealth Management
Connecticut
$11.6M +$117 +1 +0%
TAM
105
Tocqueville Asset Management
New York
$11.6M +$210K +1,805 +2%
AAS
106
Avantax Advisory Services
Texas
$11.5M +$351K +3,014 +3%
KAS
107
Kestra Advisory Services
Texas
$11.5M -$374K -3,206 -3%
HIP
108
HUB Investment Partners
Texas
$11.4M +$9.56K +82 +0.1%
CRC
109
Curi RMB Capital
Illinois
$11.3M -$92.2K -791 -0.8%
NP
110
NorthRock Partners
Minnesota
$10.8M -$156K -1,338 -1%
FWP
111
Falcon Wealth Planning
California
$10.8M +$757K +6,496 +7%
NCMW
112
Northern Capital Management (Washington)
Washington
$10.7M +$10.6K +91 +0.1%
BRWM
113
B. Riley Wealth Management
Tennessee
$10.6M +$372K +3,190 +4%
MCWS
114
McKinley Carter Wealth Services
West Virginia
$10.5M -$2.36M -20,213 -18%
Jane Street
115
Jane Street
New York
$10.5M +$7.14M +61,194 +205%
SCA
116
Southern Capital Advisors
Tennessee
$10.2M +$10.3M +88,270 New
FWM
117
FSA Wealth Management
Massachusetts
$10M +$27.6K +237 +0.3%
PCIA
118
Prime Capital Investment Advisors
Kansas
$9.85M +$1.45M +12,472 +17%
WWM
119
Windsor Wealth Management
Indiana
$9.51M +$4.65M +39,904 +89%
MCM
120
MV Capital Management
Maryland
$9.51M +$58.5K +502 +0.6%
N
121
Nuveen
North Carolina
$9.39M
FTS
122
Fifth Third Securities
Ohio
$9.32M +$550K +4,716 +6%
ACM
123
Anfield Capital Management
California
$9.2M +$173K +1,484 +2%
OAM
124
Occidental Asset Management
California
$9.13M +$107K +920 +1%
PWAG
125
Polaris Wealth Advisory Group
California
$9.1M -$78.1K -670 -0.8%

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.