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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
DWM
126
Darwin Wealth Management
Florida
$9.07M -$2.44M -20,905 -19%
RCM
127
RNC Capital Management
California
$9.06M +$37K +317 +0.4%
GIA
128
GHP Investment Advisors
Colorado
$9.03M -$243K -2,083 -3%
SWPG
129
Strategic Wealth Partners Group
Illinois
$8.88M -$62.6K -537 -0.7%
MA
130
MUFG Americas
New York
$8.74M -$410K -3,519 -4%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$8.7M +$8.8M +75,494 New
FF
132
Fluent Financial
Texas
$8.59M +$567K +4,867 +7%
NA
133
NewEdge Advisors
Louisiana
$8.53M +$1.06M +9,099 +14%
I2I
134
Insight 2811 Inc
Illinois
$8.47M -$1.12M -9,627 -12%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$8.39M -$1.13M -9,695 -12%
KFP
136
KMG Fiduciary Partners
Ohio
$8.38M -$464K -3,977 -5%
SC
137
Saiph Capital
New Jersey
$8.33M +$8.43M +72,256 New
OWA
138
Octavia Wealth Advisors
Ohio
$8.21M +$1.3M +11,174 +19%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$8.14M +$5.42M +46,480 +192%
FMC
140
First Merchants Corp
Indiana
$8.13M +$36.7K +315 +0.4%
UCFA
141
United Capital Financial Advisors
Texas
$8.05M +$671K +5,758 +9%
CFSG
142
Clark Financial Services Group
Missouri
$7.86M +$93.6K +803 +1%
SAM
143
Sequent Asset Management
Texas
$7.76M
William Blair & Company
144
William Blair & Company
Illinois
$7.65M -$69K -592 -0.9%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$7.61M +$719K +6,164 +10%
BlackRock
146
BlackRock
New York
$7.43M +$1.94M +16,662 +35%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$7.34M -$75.7K -649 -1%
SW
148
Signify Wealth
Missouri
$7.3M +$7.39M +63,377 New
LTL
149
Lowery Thomas LLC
California
$7.25M +$7.33M +62,880 New
CFB
150
Cullen/Frost Bankers
Texas
$7.21M +$3.85M +33,045 +112%

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.