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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
BCM
301
Brookstone Capital Management
Illinois
$1.26M -$332K -3,942 -21%
Legal & General Group
302
Legal & General Group
United Kingdom
$1.25M -$766K -9,100 -38%
LGG
303
Luts & Greenleigh Group
Maryland
$1.25M +$1.25M +14,893 New
SWA
304
Sax Wealth Advisors
New Jersey
$1.24M -$107K -1,267 -8%
GL
305
Graypoint LLC
New York
$1.24M
KWM
306
Kingsview Wealth Management
Oregon
$1.22M -$44.1K -524 -3%
CCB
307
Country Club Bank
Missouri
$1.22M +$35.8K +425 +3%
AllianceBernstein
308
AllianceBernstein
Tennessee
$1.22M +$328K +3,900 +36%
AWM
309
Atticus Wealth Management
Florida
$1.21M +$1.22M +14,462 New
Marshall Wace
310
Marshall Wace
United Kingdom
$1.2M +$1.21M +14,400 New
HI
311
Harbour Investments
Wisconsin
$1.2M +$62.5K +743 +5%
AA
312
Alesco Advisors
New York
$1.2M
PFS
313
Prospera Financial Services
Texas
$1.18M -$1.06M -12,649 -47%
PPC
314
Park Place Capital
Alabama
$1.17M +$1.18M +14,019 New
EWA
315
ERTS Wealth Advisors
Michigan
$1.17M -$61.3K -728 -5%
Brown Advisory
316
Brown Advisory
Maryland
$1.17M -$1.22M -14,443 -51%
WANY
317
Wealthspire Advisors (New York)
New York
$1.17M +$551K +6,551 +89%
AIG
318
American International Group
New York
$1.15M +$699K +8,300 +154%
SG
319
StoneX Group
New York
$1.14M +$32.5K +386 +3%
CT
320
Clearstead Trust
Maine
$1.13M
RDFA
321
Ritter Daniher Financial Advisory
Ohio
$1.13M -$241K -2,860 -17%
SYBT
322
Stock Yards Bank & Trust
Kentucky
$1.13M +$69.9K +830 +7%
DWMS
323
Dominguez Wealth Management Solutions
Virginia
$1.12M +$1.13M +13,407 New
CPSC
324
Carl P. Sherr & Co
Massachusetts
$1.11M -$128K -1,521 -10%
MMA
325
Miracle Mile Advisors
California
$1.11M +$741K +8,808 +197%

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.