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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
MHS
426
M Holdings Securities
Oregon
$659K +$9.01K +107 +1%
GWMIA
427
Global Wealth Management Investment Advisory
Florida
$657K -$103K -1,221 -13%
S
428
SignatureFD
Georgia
$654K -$3.37K -40 -0.5%
CGPCS
429
Capital Group Private Client Services
California
$650K -$3.87K -46 -0.6%
KFI
430
Key Financial Inc
Pennsylvania
$648K
BAM
431
Belpointe Asset Management
Nevada
$647K -$4.21K -50 -0.6%
RRA
432
Round Rock Advisors
Connecticut
$644K -$10K -119 -2%
RWM
433
Rockwood Wealth Management
Pennsylvania
$640K -$29.5K -350 -4%
WI
434
Wintrust Investments
Illinois
$639K +$421 +5 +0.1%
SFP
435
Sweet Financial Partners
Minnesota
$639K -$19.4K -230 -3%
MFGP
436
Marshall Financial Group (Pennsylvania)
Pennsylvania
$638K +$1.85K +22 +0.3%
ASN
437
Advisory Services Network
Georgia
$634K -$21.3K -253 -3%
LBC
438
Lowe Brockenbrough & Co
Virginia
$633K
EP
439
Eudaimonia Partners
Tennessee
$628K -$4.29K -51 -0.7%
CT
440
Colonial Trust
South Carolina
$618K -$3.37K -40 -0.5%
AA
441
Aire Advisors
California
$617K +$71.5K +849 +13%
RhumbLine Advisers
442
RhumbLine Advisers
Massachusetts
$617K -$180K -2,141 -22%
WP
443
WealthPLAN Partners
Nebraska
$616K +$556K +6,601 New
FCH
444
Freestone Capital Holdings
Washington
$614K
WIM
445
WealthPlan Investment Management
Nebraska
$612K -$44.5K -529 -7%
CS
446
Comerica Securities
Michigan
$611K +$391K +4,642 +174%
TC
447
Trilogy Capital
California
$610K +$614K +7,292 New
FFG
448
Fullen Financial Group
Ohio
$608K -$24.7K -293 -4%
GPA
449
Garrison Point Advisors
California
$608K
RWP
450
Revolve Wealth Partners
New Jersey
$604K -$33.3K -396 -5%

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.