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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
EP
426
Eudaimonia Partners
Tennessee
$722K +$715K +7,181 New
FUBT
427
First United Bank & Trust
Maryland
$719K -$104K -1,040 -13%
WA
428
Waverly Advisors
Alabama
$719K +$5.48K +55 +0.8%
AFP
429
Ausdal Financial Partners
Iowa
$717K -$55.4K -556 -7%
MWM
430
Meridian Wealth Management
Kentucky
$717K +$299 +3 +0%
NFG
431
Nations Financial Group
Iowa
$715K +$12K +120 +2%
HCA
432
Harbour Capital Advisors
Virginia
$714K
FFG
433
Fullen Financial Group
Ohio
$711K -$4.98K -50 -0.7%
LFA
434
Legacy Financial Advisors
Kentucky
$709K +$702K +7,052 New
PG
435
Patten Group
Tennessee
$704K +$37.9K +381 +6%
FNBOO
436
First National Bank of Omaha
Nebraska
$703K +$4.38K +44 +0.6%
LW
437
Linscomb Wealth
Texas
$701K
CWM
438
Chicago Wealth Management
Illinois
$697K +$89.6K +900 +15%
EIP
439
Easterly Investment Partners
Massachusetts
$693K
LSA
440
Lion Street Advisors
Texas
$689K -$20.9K -210 -3%
1SB
441
1ST Source Bank
Indiana
$684K -$4.98K -50 -0.7%
LMKC
442
L.M. Kohn & Company
Ohio
$684K +$678K +6,805 New
CCP
443
Corient Capital Partners
California
$681K +$100 +1 +0%
B
444
Bailard
California
$679K
NFC
445
Northeast Financial Consultants
Connecticut
$679K
ASBI
446
American State Bank (Iowa)
Iowa
$677K +$106K +1,069 +19%
AP
447
Appleton Partners
Massachusetts
$676K -$14.9K -150 -2%
RB
448
Renasant Bank
Mississippi
$676K
SWM
449
Spire Wealth Management
Virginia
$669K -$978K -9,824 -60%
SMC
450
Smith, Moore & Co
Missouri
$666K -$7.17K -72 -1%

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.