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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
MWM
376
Mission Wealth Management
California
$852K -$421 -5 -0%
WSFS
377
Wilmington Savings Fund Society
Delaware
$849K
BWM
378
Brickley Wealth Management
California
$848K -$8.92K -106 -1%
JJBC
379
James J. Burns & Company
New York
$844K -$168 -2 -0%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$838K +$171K +2,026 +34%
HWA
381
Heritage Wealth Advisors
Virginia
$836K
TA
382
Tiedemann Advisors
New York
$831K
GRP
383
Global Retirement Partners
California
$830K +$4.88K +58 +0.6%
EIA
384
Eldridge Investment Advisors
New Hampshire
$821K +$5.05K +60 +0.6%
EWM
385
EPG Wealth Management
Georgia
$819K -$75.5K -897 -8%
WH
386
Willner & Heller
California
$804K -$39.5K -469 -5%
MWM
387
Meridian Wealth Management
Kentucky
$804K +$48.5K +576 +6%
IWM
388
IHT Wealth Management
Illinois
$794K +$3.96K +47 +0.5%
LSA
389
Lion Street Advisors
Texas
$792K +$44.6K +530 +9%
GT
390
Greenleaf Trust
Michigan
$786K
SW
391
SVB Wealth
Massachusetts
$783K -$9.76K -116 -1%
BIA
392
BHK Investment Advisors
Alabama
$777K -$163K -1,939 -17%
IFG
393
Independent Financial Group
California
$775K -$4.46K -53 -0.6%
PPW
394
PACK Private Wealth
Minnesota
$764K
CPO
395
Cerity Partners OCIO
New York
$763K -$74.7K -887 -9%
LI
396
LMCG Investments
Massachusetts
$760K
RJT
397
Raymond James Trust
Florida
$748K -$26.3K -312 -3%
CAL
398
Capital Analysts LLC
Pennsylvania
$741K +$44.4K +527 +6%
HTC
399
Haverford Trust Company
Pennsylvania
$737K
SQA
400
Simon Quick Advisors
New Jersey
$734K +$2.1K +25 +0.3%

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.