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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
HNB
201
Huntington National Bank
Ohio
$4.07M -$1.09M -9,331 Closed
SWA
202
Stratos Wealth Advisors
Ohio
$4.06M +$2.38M +20,375 +137%
SWP
203
Stratos Wealth Partners
Ohio
$4.02M +$273K +2,345 +7%
SS
204
Simplicity Solutions
Minnesota
$3.98M -$10.6K -91 -0.3%
SPC
205
Sigma Planning Corp
Michigan
$3.93M +$149K +1,280 +4%
Macquarie Group
206
Macquarie Group
Australia
$3.83M +$3.88M +33,248 New
IP
207
Investment Partners
Ohio
$3.82M +$117K +1,006 +3%
HCM
208
HMS Capital Management
Tennessee
$3.79M +$154K +1,317 +4%
BJL
209
Brighton Jones LLC
Washington
$3.78M -$231K -1,982 -6%
RSWM
210
Robertson Stephens Wealth Management
California
$3.75M +$3.47M +29,756 +1,055%
WAM
211
Weinberger Asset Management
California
$3.75M +$3.8M +32,553 New
DADC
212
D.A. Davidson & Co
Montana
$3.72M +$287K +2,458 +8%
FPGK
213
Financial Partners Group (Kansas)
Kansas
$3.71M +$39.5K +339 +0.9%
HAS
214
Holland Advisory Services
Florida
$3.71M +$3.75M +32,159 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$3.7M -$201K -1,728 -5%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$3.6M -$172K -1,475 -5%
JC
217
JB Capital
Connecticut
$3.59M +$89.9K +771 +3%
SWM
218
Southern Wealth Management
Texas
$3.58M -$11.2K -96 -0.3%
PPA
219
Parametric Portfolio Associates
Washington
$3.54M +$257K +2,201 +8%
BRWA
220
B. Riley Wealth Advisors
Florida
$3.52M +$718K +6,157 +25%
Bessemer Group
221
Bessemer Group
New Jersey
$3.44M -$28M -240,130 -89%
TC
222
TAGStone Capital
North Carolina
$3.43M +$3.47M +29,790 New
CFGS
223
Concourse Financial Group Securities
Alabama
$3.42M +$131K +1,124 +4%
PFS
224
Prospera Financial Services
Texas
$3.38M +$756K +6,485 +28%
NWA
225
New World Advisors
Massachusetts
$3.38M +$3.42M +29,333 New

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.