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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
HSA
476
HBK Sorce Advisory
Pennsylvania
$576K
GP
477
Girard Partners
Pennsylvania
$571K -$2.29K -23 -0.4%
OFG
478
Oxford Financial Group
Indiana
$570K -$288K -2,896 -34%
RPC
479
Rossmore Private Capital
Connecticut
$570K -$3.69K -37 -0.6%
Lazard Asset Management
480
Lazard Asset Management
New York
$568K -$24.9K -250 -4%
AIM
481
Allen Investment Management
New York
$560K
BFC
482
Bedel Financial Consulting
Indiana
$559K +$598 +6 +0.1%
CS
483
Comerica Securities
Michigan
$549K -$376K -3,780 -41%
MP
484
McDonald Partners
Ohio
$549K +$536K +5,386 +7,481%
VWA
485
V Wealth Advisors
Kansas
$547K +$25K +251 +5%
CWM
486
Cahaba Wealth Management
Georgia
$545K -$4.28K -43 -0.7%
ABC
487
Associated Banc-Corp
Wisconsin
$532K
PWMG
488
Prestige Wealth Management Group
New Jersey
$530K
FWM
489
Fingerlakes Wealth Management
New York
$527K +$797 +8 +0.2%
RTL
490
Red Tortoise LLC
Georgia
$526K
MM
491
Meridian Management
Arkansas
$523K
RCAG
492
Rehmann Capital Advisory Group
Michigan
$522K +$21.7K +218 +4%
CSWM
493
Cassady Schiller Wealth Management
Ohio
$520K +$498 +5 +0.1%
LA
494
Latitude Advisors
Florida
$520K +$172K +1,725 +50%
RMDI
495
R.M. Davis Inc
Maine
$519K -$16.9K -170 -3%
MMA
496
Miracle Mile Advisors
California
$518K -$245K -2,458 -32%
MA
497
MAS Advisors
Florida
$513K +$159K +1,599 +47%
FPW
498
Flagship Private Wealth
Massachusetts
$505K
CIBC World Market
499
CIBC World Market
Ontario, Canada
$505K +$500K +5,024 New
MA
500
Mutual Advisors
Nebraska
$504K -$39.2K -394 -7%

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.