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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
NFG
451
Nations Financial Group
Iowa
$602K -$8.67K -103 -1%
FUBT
452
First United Bank & Trust
Maryland
$594K -$14.6K -174 -2%
SF
453
Summit Financial
New Jersey
$591K -$37.3K -443 -6%
HCA
454
Harbour Capital Advisors
Virginia
$590K
PA
455
Paragon Advisors
Texas
$589K +$594K +7,054 New
VA
456
Valmark Advisers
Ohio
$589K -$22.4K -266 -4%
LW
457
Linscomb Wealth
Texas
$583K
Wellington Management Group
458
Wellington Management Group
Massachusetts
$582K -$93.1M -1,106,482 -99%
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$580K -$10.9K -129 -2%
TRCT
460
Tower Research Capital (TRC)
New York
$579K +$580K +6,896 +29,983%
EIP
461
Easterly Investment Partners
Massachusetts
$577K +$84 +1 +0%
1SB
462
1ST Source Bank
Indiana
$575K +$5.55K +66 +1%
AP
463
Appleton Partners
Massachusetts
$562K -$8.42K -100 -1%
UCMOK
464
United Capital Management of KS
Kansas
$561K -$24.2K -287 -4%
ATPW
465
Ashton Thomas Private Wealth
Arizona
$553K -$52K -618 -9%
PG
466
Patten Group
Tennessee
$551K -$8.59K -102 -2%
OL
467
Owen LaRue
Kentucky
$548K +$549K +6,521 New
MA
468
Mutual Advisors
Nebraska
$548K +$14.2K +169 +3%
BWA
469
Burt Wealth Advisors
Maryland
$544K -$79.4K -944 -13%
PWMG
470
Provence Wealth Management Group
California
$543K +$547K +6,496 New
CWM
471
Cahaba Wealth Management
Georgia
$543K +$1.35K +16 +0.2%
CCM
472
Cohen Capital Management
California
$543K +$1.6K +19 +0.3%
YWP
473
YorkBridge Wealth Partners
New York
$541K +$8.84K +105 +2%
CS
474
Capital Square
Tennessee
$538K -$19.7K -234 -4%
AFG
475
Allegheny Financial Group
Pennsylvania
$537K +$541K +6,429 New

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.