We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

898 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 265 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.14% less ownership

Funds ownership: 77.21%74.07% (-3.1%)

5% less funds holding

Funds holding: 944898 (-46)

18% less capital invested

Capital invested by funds: $12.5B → $10.2B (-$2.3B)

21% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 334

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 109

90% less call options, than puts

Call options by funds: $7.16M | Put options by funds: $71.7M

Holders
898
Holders Change
-46
Holders Change %
-4.87%
% of All Funds
14.16%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.52%
New
77
Increased
265
Reduced
334
Closed
109
Calls
$7.16M
Puts
$71.7M
Net Calls
-$64.5M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
276
Well Done LLC
Michigan
$1.7M -$3.47M -34,875 -67%
TCM
277
Triumph Capital Management
Colorado
$1.69M +$1.68M +16,849 New
NFG
278
Nadler Financial Group
Illinois
$1.69M +$21.8K +219 +1%
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$1.66M -$48.8K -490 -3%
RDFA
280
Ritter Daniher Financial Advisory
Ohio
$1.65M +$59.6K +598 +4%
PWS
281
Peloton Wealth Strategists
Indiana
$1.64M +$121K +1,213 +8%
HCMT
282
Highland Capital Management (Tennessee)
Tennessee
$1.64M -$264K -2,650 -14%
SWA
283
Sax Wealth Advisors
New Jersey
$1.63M +$581K +5,829 +56%
VW
284
Vance Wealth
California
$1.62M +$1.61M +16,130 New
FFA
285
Freedman Financial Associates
Massachusetts
$1.61M +$54.8K +550 +4%
CA
286
Clearstead Advisors
Ohio
$1.61M +$99.6K +1,000 +7%
CM
287
Castleark Management
Illinois
$1.61M
GSIS
288
Global Strategic Investment Solutions
Arizona
$1.6M -$35.3K -354 -2%
AF
289
Allworth Financial
California
$1.59M -$204K -2,048 -11%
SBH
290
Segall Bryant & Hamill
Illinois
$1.58M +$1.57M +15,742 New
AWM
291
Atticus Wealth Management
Florida
$1.57M +$1.2K +12 +0.1%
SSB
292
Sandy Spring Bank
Maryland
$1.55M -$107K -1,075 -6%
FNBSF
293
First National Bank Sioux Falls
South Dakota
$1.54M
CWM
294
Cordatus Wealth Management
Pennsylvania
$1.53M +$117K +1,171 +8%
EA
295
Eudaimonia Advisors
Tennessee
$1.51M -$64.9K -652 -4%
Legal & General Group
296
Legal & General Group
United Kingdom
$1.51M +$827K +8,300 +124%
GL
297
Graypoint LLC
New York
$1.49M
BAM
298
Barrett Asset Management
New York
$1.49M +$92.7K +931 +7%
BIA
299
Biondo Investment Advisors
Pennsylvania
$1.48M +$192K +1,923 +15%
FNBT
300
FineMark National Bank & Trust
Florida
$1.48M +$45.1K +453 +3%

IWP Hedge Fund Activity: Q1 2022 in Review

898 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2022, worth a combined $10.2B — down 18% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of IWP and 77 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 265 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $57.2M. The largest seller was JP Morgan Chase, cutting an estimated $144M.

  • 898 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2022, down from 944 in Q4 2021.
  • Funds reported $10.2B of iShares Russell Mid-Cap Growth ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 77 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2022 and 109 closed out, a net change of -32 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $57.2M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2022 was JP Morgan Chase, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2022.