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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
GT
376
Greenleaf Trust
Michigan
$936K -$25.8K -259 -3%
MHS
377
M Holdings Securities
Oregon
$930K +$921K +9,249 New
FCB
378
First Command Bank
Texas
$929K +$148K +1,487 +19%
FCFS
379
First Command Financial Services
Texas
$929K +$177K +1,781 +24%
VCA
380
Verdence Capital Advisors
Maryland
$926K +$896 +9 +0.1%
BAM
381
Belpointe Asset Management
Nevada
$922K -$11.9K -119 -1%
RJT
382
Raymond James Trust
Florida
$919K -$506K -5,076 -36%
WCA
383
Waypoint Capital Advisors
Minnesota
$913K
PPW
384
PACK Private Wealth
Minnesota
$909K -$32K -321 -3%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$903K +$56.9K +571 +7%
GSEP
386
Golden State Equity Partners
California
$898K -$109K -1,096 -11%
AL
387
Aspiriant LLC
California
$888K -$73.4K -737 -8%
ASN
388
Advisory Services Network
Georgia
$886K -$102K -1,029 -10%
S
389
SignatureFD
Georgia
$882K -$39.4K -396 -4%
SYBT
390
Stock Yards Bank & Trust
Kentucky
$882K +$129K +1,300 +17%
CI
391
Conning Inc
Connecticut
$879K +$872K +8,751 New
WH
392
Willner & Heller
California
$867K +$27K +271 +4%
QCG
393
Quadrant Capital Group
Ohio
$864K +$11.5K +115 +1%
RhumbLine Advisers
394
RhumbLine Advisers
Massachusetts
$848K +$235K +2,363 +39%
NCM
395
NCM Capital Management
New Jersey
$846K +$838K +8,418 New
CT
396
Cambridge Trust
Massachusetts
$841K -$65.3K -656 -7%
WTA
397
Washington Trust Advisors
Massachusetts
$833K -$8.76K -88 -1%
KFI
398
Key Financial Inc
Pennsylvania
$831K +$6.37K +64 +0.8%
RRA
399
Round Rock Advisors
Connecticut
$825K -$996 -10 -0.1%
GRP
400
Global Retirement Partners
California
$825K +$1.03M +10,306 New

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.