We are live on ! Find out more
IWP icon

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
NAM
451
NTV Asset Management
West Virginia
$663K -$187K -1,873 -22%
WKSWA
452
White Knight Strategic Wealth Advisors
New Jersey
$659K -$2.49K -25 -0.4%
Federated Hermes
453
Federated Hermes
Pennsylvania
$658K +$623K +6,255 +2,128%
CCM
454
Cohen Capital Management
California
$650K +$498 +5 +0.1%
TFS
455
TrustCore Financial Services
Tennessee
$640K +$73.9K +742 +13%
SFP
456
Sweet Financial Partners
Minnesota
$639K +$56.4K +566 +10%
SIA
457
Soltis Investment Advisors
Utah
$630K -$7.57K -76 -1%
CFG
458
Cooper Financial Group
California
$625K -$148K -1,482 -19%
CBFP
459
Cedar Brook Financial Partners
Ohio
$624K
AIG
460
American International Group
New York
$623K -$1.2M -12,000 -66%
IWM
461
IHT Wealth Management
Illinois
$623K +$10.3K +103 +2%
BWA
462
BlueSky Wealth Advisors
North Carolina
$614K
TWP
463
Total Wealth Planning
Ohio
$613K +$196K +1,969 +48%
SC
464
SouthState Corp
Florida
$612K -$122K -1,225 -17%
LI
465
LMCG Investments
Massachusetts
$611K +$605K +6,079 New
LB
466
Legacy Bridge
Iowa
$608K
VCM
467
Viewpoint Capital Management
Washington
$603K
PA
468
Parallel Advisors
California
$601K -$47.8K -480 -8%
PFA
469
Pathway Financial Advisors
Vermont
$598K
PCA
470
Providence Capital Advisors
North Carolina
$596K +$499K +5,010 +542%
RIS
471
Retirement Income Solutions
Michigan
$594K
MFG
472
Magnus Financial Group
New York
$592K +$183K +1,841 +46%
AA
473
Aire Advisors
California
$592K +$260K +2,612 +80%
RT
474
Rockland Trust
Massachusetts
$590K +$3.69K +37 +0.6%
SC
475
Steph & Co
Wisconsin
$586K +$8.27K +83 +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.