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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
GIA
326
Gladstone Institutional Advisory
Florida
$1.23M +$91.3K +917 +8%
EWM
327
EPG Wealth Management
Georgia
$1.22M -$19.6K -197 -2%
ACM
328
Advisors Capital Management
New Jersey
$1.21M +$209K +2,098 +21%
KCM
329
Karp Capital Management
California
$1.2M -$11.7M -117,519 -91%
Natixis Advisors
330
Natixis Advisors
Massachusetts
$1.19M -$71.9K -722 -6%
MCM
331
Murphy Capital Management
New Jersey
$1.18M -$13.7K -138 -1%
EB
332
Eastern Bank
Massachusetts
$1.18M -$32.9M -330,523 -97%
GCM
333
Geneva Capital Management
Wisconsin
$1.17M -$2.89M -29,047 -71%
CWM
334
Cranbrook Wealth Management
Michigan
$1.16M -$1.79K -18 -0.2%
TDWM
335
Topel & Distasi Wealth Management
California
$1.16M +$1.15M +11,541 New
WI
336
Wedgewood Investors
Pennsylvania
$1.15M -$29.9K -300 -3%
BWM
337
Brickley Wealth Management
California
$1.13M -$8.76K -88 -0.8%
FWTB
338
First Western Trust Bank
Colorado
$1.13M +$1.1M +11,062 New
WMP
339
Wealth Management Partners
Arizona
$1.13M -$99.6K -1,000 -8%
OGF
340
Orin Green Financial
California
$1.12M -$25.1K -252 -2%
BRWA
341
B. Riley Wealth Advisors
Florida
$1.12M -$1.93M -19,417 -64%
HIA
342
Harbor Investment Advisory
Maryland
$1.12M -$697 -7 -0.1%
PTC
343
Private Trust Company
Ohio
$1.11M -$17.7K -178 -2%
CBN
344
Cadence Bank NA
Texas
$1.08M +$3.39K +34 +0.3%
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$1.08M -$318K -3,194 -23%
MWM
346
Mission Wealth Management
California
$1.08M +$58.5K +587 +6%
Lido Advisors
347
Lido Advisors
California
$1.07M -$79.3K -796 -7%
SSWM
348
Smith Salley Wealth Management
North Carolina
$1.07M -$9.36K -94 -0.9%
CWM
349
Cahill Wealth Management
Michigan
$1.06M +$1.06M +10,594 New
BA
350
Ballew Advisors
Mississippi
$1.06M +$42.1K +423 +4%

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.