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iShares Russell Mid-Cap Growth ETF

886 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $7.32M | Put options by funds: $1.85M

185% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 48

9% more funds holding

Funds holding: 811886 (+75)

8% more capital invested

Capital invested by funds: $8.3B → $8.95B (+$647M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

0.23% more ownership

Funds ownership: 75.86%76.09% (+0.23%)

23% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 308

Holders
886
Holders Change
+75
Holders Change %
+9.25%
% of All Funds
14.24%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.51%
New
137
Increased
238
Reduced
308
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.47M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
251
TS Financial Group (TSFG)
Illinois
$1.84M +$114K +1,352 +7%
MWM
252
Modera Wealth Management
New Jersey
$1.84M -$48K -570 -3%
DADC
253
D.A. Davidson & Co
Montana
$1.83M -$1.83M -21,760 -50%
MA
254
MCF Advisors
Kentucky
$1.79M +$337 +4 +0%
SC
255
Sierra Capital
Florida
$1.76M +$8.16K +97 +0.5%
SCA
256
Stillwater Capital Advisors
Pennsylvania
$1.76M +$1.77M +21,049 New
BPA
257
Beacon Pointe Advisors
California
$1.73M +$17.6K +209 +1%
OPS
258
Orion Portfolio Solutions
Nebraska
$1.71M -$175K -2,081 -9%
BOH
259
Bank of Hawaii
Hawaii
$1.69M +$1.7M +20,252 New
FCI
260
Financial Counselors Inc
Kansas
$1.67M -$196K -2,323 -10%
AF
261
Affiance Financial
Minnesota
$1.66M +$1.51M +17,944 +958%
LNC
262
Lincoln National Corp
Pennsylvania
$1.65M +$702K +8,336 +73%
WMWM
263
Whitaker-Myers Wealth Managers
Ohio
$1.65M +$1.67M +19,796 New
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$825K +9,800 +101%
D
265
Dentgroup
Louisiana
$1.63M +$88.4K +1,050 +6%
V
266
Veritable
Delaware
$1.62M
Franklin Resources
267
Franklin Resources
California
$1.57M -$16.8K -200 -1%
SWM
268
Shakespeare Wealth Management
Wisconsin
$1.55M -$72.6K -863 -4%
GWM
269
Geneos Wealth Management
Colorado
$1.55M -$28K -333 -2%
Cerity Partners
270
Cerity Partners
New York
$1.54M +$411K +4,883 +36%
ATC
271
Argent Trust Co
Tennessee
$1.54M +$175K +2,080 +13%
BFG
272
Bleakley Financial Group
New Jersey
$1.54M +$1.55M +18,400 New
GTAM
273
Global Trust Asset Management
Florida
$1.53M -$80.5K -956 -5%
SFWC
274
Strategic Family Wealth Counselors
New Jersey
$1.5M +$1.51M +17,917 New
RG
275
Rathbones Group
United Kingdom
$1.49M +$10.9K +130 +0.7%

IWP Hedge Fund Activity: Q4 2022 in Review

886 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2022, worth a combined $8.95B — up 7.8% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IWP positions and 48 closed out — a net gain of 89 holders — while 238 added to existing stakes and 308 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 886 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2022, up from 811 in Q3 2022.
  • Funds reported $8.95B of iShares Russell Mid-Cap Growth ETF stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 137 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2022 and 48 closed out, a net change of +89 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2022 was Bank of America, an estimated $46.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2022 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.