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
WP
351
WealthShield Partners
North Carolina
$1.06M +$1.05M +10,548 New
FA
352
FDx Advisors
Illinois
$1.05M -$29.4K -295 -3%
Cerity Partners
353
Cerity Partners
New York
$1.05M +$18K +181 +2%
IF
354
Integrity Financial
Wyoming
$1.04M +$3.39K +34 +0.3%
CPO
355
Cerity Partners OCIO
New York
$1M -$1.69K -17 -0.2%
HWA
356
Heritage Wealth Advisors
Virginia
$1M
SW
357
SVB Wealth
Massachusetts
$1M +$3.29K +33 +0.3%
RMCM
358
Reynders McVeigh Capital Management
Massachusetts
$999K
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$997K -$352K -3,537 -26%
FIM
360
Freedom Investment Management
Connecticut
$997K +$29.7K +298 +3%
WSFS
361
Wilmington Savings Fund Society
Delaware
$992K -$15.4K -155 -2%
IPW
362
Intergy Private Wealth
Colorado
$991K +$387K +3,885 +65%
EIA
363
Eldridge Investment Advisors
New Hampshire
$990K +$47.3K +475 +5%
FCH
364
Freestone Capital Holdings
Washington
$990K +$93.2K +936 +10%
FWP
365
FAS Wealth Partners
Kansas
$989K +$163K +1,638 +20%
ATC
366
Argent Trust Co
Tennessee
$987K +$27.9K +280 +3%
LNC
367
Lincoln National Corp
Pennsylvania
$984K -$56.8K -570 -5%
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$982K -$11.2K -112 -1%
FT
369
Fiduciary Trust
Massachusetts
$980K -$378K -3,800 -28%
FI
370
Financial Insights
Washington
$977K +$41K +412 +4%
IFG
371
Independent Financial Group
California
$977K +$55.4K +556 +6%
SQA
372
Simon Quick Advisors
New Jersey
$968K +$1.29K +13 +0.1%
AFC
373
AFT Forsyth & Company
Florida
$959K +$199 +2 +0%
IAN
374
Integrated Advisors Network
Texas
$939K +$89.6K +900 +11%
RWM
375
Rockwood Wealth Management
Pennsylvania
$937K -$68.5K -688 -7%

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.