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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
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$61.4M -$4.2M -49,935 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$59.4M -$7.35M -87,354 -11%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$49.6M -$17.9M -213,086 -26%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$46.5M -$934K -11,103 -2%
EH
30
Equitable Holdings
New York
$44.5M -$2.93M -34,800 -6%
SI
31
Stephens Inc
Arkansas
$44M +$378K +4,497 +0.9%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$43.7M +$10.4M +123,000 +31%
CAM
33
Congress Asset Management
Massachusetts
$42.2M +$22M +261,158 +107%
SGAM
34
Stephens Group Asset Management
Arkansas
$40.5M -$12.3K -146 -0%
Mariner
35
Mariner
Kansas
$40M +$2.34M +27,806 +6%
RA
36
Rodgers & Associates
Pennsylvania
$39.6M +$483K +5,737 +1%
JIC
37
Johnson Investment Counsel
Ohio
$38.6M -$702K -8,341 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$35.3M +$9.17M +108,906 +35%
Creative Planning
39
Creative Planning
Kansas
$34.5M -$31.7K -377 -0.1%
CFB
40
Cullen/Frost Bankers
Texas
$32.2M +$9.64M +114,492 +42%
M&T Bank
41
M&T Bank
New York
$32.1M -$2.74M -32,552 -8%
ANTB
42
AMG National Trust Bank
Colorado
$29.6M +$3.33M +39,537 +13%
RJA
43
Raymond James & Associates
Florida
$29.5M +$2.72M +32,308 +10%
AWM
44
AE Wealth Management
Kansas
$29.1M -$836K -9,931 -3%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.4M +$21.4M +254,793 +298%
GW
46
GW & Wade
Massachusetts
$26.6M +$3.46M +41,165 +15%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$24.8M -$5.38M -63,958 -18%
BCI
48
Brinker Capital Investments
Pennsylvania
$23.5M +$415K +4,927 +2%
RFA
49
RTD Financial Advisors
Pennsylvania
$23.3M +$664K +7,887 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
50
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.2M +$14.9M +177,000 +177%

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.