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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
CSWM
401
Cassady Schiller Wealth Management
Ohio
$727K +$427K +5,079 +140%
SF
402
SBK Financial
Virginia
$726K -$1.23M -14,638 -63%
WCA
403
Waypoint Capital Advisors
Minnesota
$723K
IAG
404
Investmark Advisory Group
Connecticut
$722K +$727K +8,635 New
NCM
405
NCM Capital Management
New Jersey
$714K -$4.88K -58 -0.7%
BIG
406
Builder Investment Group
Georgia
$711K +$716K +8,510 New
GSIAS
407
Garden State Investment Advisory Services
New Jersey
$708K +$712K +8,464 New
CPIG
408
Chicago Partners Investment Group
Illinois
$706K -$123K -1,464 -16%
OW
409
Olistico Wealth
Oklahoma
$699K +$704K +8,364 New
FCB
410
First Command Bank
Texas
$697K -$102K -1,208 -13%
FCFS
411
First Command Financial Services
Texas
$697K -$102K -1,208 -13%
FIM
412
Freedom Investment Management
Connecticut
$693K -$22.6K -268 -3%
CAC
413
Certified Advisory Corp
Florida
$692K +$116K +1,384 +20%
B
414
Bensler
Washington
$687K +$252 +3 +0%
BOSSRA
415
B.O.S.S. Retirement Advisors
Utah
$686K +$691K +8,205 New
EWA
416
Etesian Wealth Advisors
Oregon
$686K +$690K +8,200 New
R
417
Rebalance
California
$685K +$690K +8,199 New
TC
418
TownSquare Capital
Utah
$683K +$688K +8,170 New
WFM
419
Wolff Financial Management
Michigan
$682K -$487K -5,791 -41%
EFS
420
Essex Financial Services
Connecticut
$671K -$298K -3,543 -31%
KP
421
Keel Point
Alabama
$670K +$452K +5,375 +204%
GWSA
422
Global Wealth Strategies & Associates
Colorado
$668K +$672K +7,990 New
AFC
423
AFT Forsyth & Company
Florida
$666K -$122K -1,455 -15%
EA
424
Eudaimonia Advisors
Tennessee
$665K -$190K -2,254 -22%
CWM
425
Calamos Wealth Management
Illinois
$664K -$5.22K -62 -0.8%

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.