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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
TF
1
TIAA FSB
Florida
$1.6B -$25.1M -214,858 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B -$14.8M -126,989 -1%
Wells Fargo
3
Wells Fargo
California
$1.02B -$28.4M -243,307 -3%
Bank of America
4
Bank of America
North Carolina
$932M -$30.8M -264,158 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$430M +$575K +4,928 +0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$352M +$7.18M +61,617 +2%
UBS Group
7
UBS Group
Switzerland
$301M +$968K +8,298 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$291M +$33.7M +288,902 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$285M +$3.07M +26,301 +1%
CB
10
Commerce Bank
Missouri
$267M +$4.41M +37,855 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$255M -$42.1M -361,392 -14%
AFIMH
12
American Family Insurance Mutual Holding
Wisconsin
$220M
Ameriprise
13
Ameriprise
Minnesota
$199M +$13.1M +112,176 +7%
LPL Financial
14
LPL Financial
California
$185M +$6.28M +53,855 +3%
SF
15
Synovus Financial
Georgia
$185M +$1.34M +11,531 +0.7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$179M -$8.2M -70,361 -4%
US Bancorp
17
US Bancorp
Minnesota
$168M +$4.64M +39,821 +3%
Goldman Sachs
18
Goldman Sachs
New York
$153M +$41.2M +353,299 +36%
Truist Financial
19
Truist Financial
North Carolina
$151M +$2.16M +18,528 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$145M +$90.3M +774,224 +161%
Citigroup
21
Citigroup
New York
$128M +$21.3M +182,573 +20%
Osaic Holdings
22
Osaic Holdings
Arizona
$115M +$4.26M +36,517 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$111M +$1.37M +11,721 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$111M +$17.6K +151 +0%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$85.7M +$24M +205,537 +38%

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.