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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
SAM
326
Silvercrest Asset Management
New York
$1.11M -$31.1K -370 -3%
VVP
327
Venture Visionary Partners
Ohio
$1.1M -$48.9K -581 -4%
SFG
328
Summit Financial Group
West Virginia
$1.1M
BCM
329
BTC Capital Management
Iowa
$1.08M
FFL
330
Financial Freedom LLC
Ohio
$1.08M +$1.09M +12,919 New
RB
331
Renasant Bank
Mississippi
$1.08M
ACM
332
Advisors Capital Management
New Jersey
$1.07M -$45.3K -538 -4%
AWA
333
Arkadios Wealth Advisors
Georgia
$1.06M +$136K +1,610 +14%
GJIA
334
Glass Jacobson Investment Advisors
Maryland
$1.05M +$1.06M +12,598 New
BBP
335
Banco BTG Pactual
Brazil
$1.05M +$1.06M +12,593 New
SSB
336
Sandy Spring Bank
Maryland
$1.05M -$32.8K -390 -3%
Lido Advisors
337
Lido Advisors
California
$1.05M +$102K +1,208 +11%
LPIC
338
LeJeune Puetz Investment Counsel
Michigan
$1.04M
Renaissance Technologies
339
Renaissance Technologies
New York
$1.04M +$480K +5,700 +84%
AL
340
Aspiriant LLC
California
$1.04M -$77K -915 -7%
RMCM
341
Reynders McVeigh Capital Management
Massachusetts
$1.04M -$26.4K -314 -2%
RWPA
342
Richard W. Paul & Associates
Michigan
$1.03M +$1.04M +12,371 New
MCC
343
Money Concepts Capital
Florida
$1.03M -$1.08M -12,806 -51%
BA
344
Ballew Advisors
Mississippi
$1.03M -$7.83K -93 -0.8%
AF
345
Allworth Financial
California
$1.02M -$111K -1,317 -10%
NCM
346
Next Capital Management
New York
$1M +$1.01M +12,011 New
GP
347
Girard Partners
Pennsylvania
$1M +$527K +6,259 +109%
NIP
348
Nicholas Investment Partners
California
$1M -$116K -1,379 -10%
BWM
349
Baystate Wealth Management
Massachusetts
$996K +$38K +452 +4%
FA
350
FDx Advisors
Illinois
$995K +$379K +4,504 +61%

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.