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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
SI
26
Stephens Inc
Arkansas
$60.9M -$2.2M -22,064 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$54.3M -$4.27M -42,881 -7%
EH
28
Equitable Holdings
New York
$50.9M +$4.1M +41,146 +9%
JIC
29
Johnson Investment Counsel
Ohio
$49M -$210K -2,106 -0.4%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$47.8M -$550K -5,523 -1%
Jane Street
31
Jane Street
New York
$46.7M +$37.2M +373,428 +410%
Citigroup
32
Citigroup
New York
$44.3M -$67.1M -674,129 -60%
SGAM
33
Stephens Group Asset Management
Arkansas
$43.3M +$161K +1,620 +0.4%
M&T Bank
34
M&T Bank
New York
$43.1M +$354K +3,551 +0.8%
RA
35
Rodgers & Associates
Pennsylvania
$42M +$2.94M +29,486 +8%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$40.2M
Creative Planning
37
Creative Planning
Kansas
$39.4M +$1,000K +10,037 +3%
KeyBank National Association
38
KeyBank National Association
Ohio
$37.7M -$264K -2,647 -0.7%
RJA
39
Raymond James & Associates
Florida
$36.8M -$6.87M -69,009 -16%
BCI
40
Brinker Capital Investments
Pennsylvania
$36.8M +$7.41M +74,355 +25%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$36.5M +$2.02M +20,315 +6%
ANTB
42
AMG National Trust Bank
Colorado
$31.1M -$792K -7,954 -3%
AI
43
Accredited Investors
Minnesota
$30.4M -$2.31M -23,201 -7%
TI
44
Truepoint Inc
Ohio
$30.4M +$8.4M +84,365 +39%
Mariner
45
Mariner
Kansas
$29.6M +$7.39M +74,172 +34%
AWM
46
AE Wealth Management
Kansas
$29.5M -$6.72M -67,468 -19%
GW
47
GW & Wade
Massachusetts
$28.7M -$814K -8,178 -3%
CMA
48
Cedar Mountain Advisors
Oregon
$27.4M -$118K -1,181 -0.4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$27.2M +$133K +1,333 +0.5%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$27M -$98.3M -987,181 -79%

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.