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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
BIA
276
Biondo Investment Advisors
Pennsylvania
$1.49M +$47.1K +560 +3%
TVAMP
277
Tennessee Valley Asset Management Partners
Tennessee
$1.48M -$99.6K -1,183 -6%
IPW
278
Intergy Private Wealth
Colorado
$1.45M +$227K +2,703 +18%
BP
279
Broadleaf Partners
Ohio
$1.43M -$33.3K -396 -2%
PA
280
Prism Advisors
California
$1.42M
SFG
281
Sage Financial Group
Pennsylvania
$1.41M -$7.15K -85 -0.5%
OHWP
282
Oak Harbor Wealth Partners
North Carolina
$1.41M +$33.7K +400 +2%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$1.4M +$191K +2,268 +16%
BWA
284
BDO Wealth Advisors
Florida
$1.4M -$33.6K -399 -2%
HIA
285
Harbor Investment Advisory
Maryland
$1.4M +$472K +5,608 +51%
PWS
286
Peloton Wealth Strategists
Indiana
$1.39M -$35.8K -425 -2%
NFG
287
Nadler Financial Group
Illinois
$1.39M
BSW
288
Buckingham Strategic Wealth
Missouri
$1.39M -$20.7K -246 -1%
RSWM
289
Robertson Stephens Wealth Management
California
$1.36M -$147K -1,750 -10%
KCM
290
Kanawha Capital Management
Virginia
$1.34M +$603K +7,162 +81%
CM
291
Castleark Management
Illinois
$1.34M
SBH
292
Segall Bryant & Hamill
Illinois
$1.33M +$33.7K +400 +3%
GSIS
293
Global Strategic Investment Solutions
Arizona
$1.33M
FFG
294
Ford Financial Group
California
$1.33M -$24.3K -289 -2%
SS
295
Simplicity Solutions
Minnesota
$1.33M -$484K -5,747 -27%
HCMT
296
Highland Capital Management (Tennessee)
Tennessee
$1.32M
TNB
297
Thomasville National Bank
Georgia
$1.32M -$3.03K -36 -0.2%
WWM
298
Western Wealth Management
Colorado
$1.29M -$1.25M -14,880 -49%
FNBSF
299
First National Bank Sioux Falls
South Dakota
$1.28M
FNBOO
300
First National Bank of Omaha
Nebraska
$1.27M +$706K +8,383 +122%

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.