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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
FA
476
Financial Alternatives
California
$537K +$540K +6,421 New
FAIM
477
Financial Advocates Investment Management
Washington
$536K -$94.8K -1,126 -15%
IWC
478
Integrated Wealth Concepts
Massachusetts
$534K -$59.8K -711 -10%
NFC
479
Northeast Financial Consultants
Connecticut
$533K
SIA
480
Soltis Investment Advisors
Utah
$524K
PPP
481
Private Portfolio Partners
New Jersey
$519K +$1.43K +17 +0.3%
CBFP
482
Cedar Brook Financial Partners
Ohio
$519K
SWM
483
Spire Wealth Management
Virginia
$517K -$3.62K -43 -0.7%
WKSWA
484
White Knight Strategic Wealth Advisors
New Jersey
$512K -$28K -333 -5%
BWA
485
BlueSky Wealth Advisors
North Carolina
$511K
RIS
486
Retirement Income Solutions
Michigan
$510K -$58.4K -694 -10%
LMKC
487
L.M. Kohn & Company
Ohio
$509K -$21K -250 -4%
SC
488
SouthState Corp
Florida
$509K
PA
489
Parallel Advisors
California
$507K -$2.1K -25 -0.4%
AT
490
American Trust
Kentucky
$507K -$11.9K -141 -2%
NAM
491
NTV Asset Management
West Virginia
$503K
SWP
492
Summit Wealth Partners
Florida
$502K -$27.6K -328 -5%
VCM
493
Viewpoint Capital Management
Washington
$502K
PFA
494
Pathway Financial Advisors
Vermont
$497K
FI
495
Financial Insights
Washington
$493K -$25.1K -298 -5%
MFG
496
Magnus Financial Group
New York
$493K +$1.43K +17 +0.3%
WA
497
Wealth Alliance
New York
$491K -$247K -2,936 -33%
Fiera Capital (Canada)
498
Fiera Capital (Canada)
Quebec, Canada
$489K +$224K +2,656 +83%
Jane Street
499
Jane Street
New York
$477K -$357K -4,240 -43%
OFG
500
Oxford Financial Group
Indiana
$474K

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.