We are live on ! Find out more
IWP icon

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
MCM
501
Manchester Capital Management
Vermont
$504K
GC
502
Gratus Capital
Georgia
$502K +$100 +1 +0%
ESB
503
Essex Savings Bank
Connecticut
$500K
FFN
504
Focus Financial Network
Minnesota
$490K +$485K +4,874 New
SW
505
StrongBox Wealth
Missouri
$488K -$698K -7,010 -59%
WTC
506
WhitTier Trust Company
Nevada
$488K
CIC
507
Carnegie Investment Counsel
Ohio
$481K +$29.9K +300 +7%
CWM
508
Cornerstone Wealth Management
Missouri
$480K
BFS
509
Bradley Foster & Sargent
Connecticut
$477K +$156K +1,570 +49%
CT
510
Caldwell Trust
Florida
$475K
PFP
511
Paragon Financial Partners
California
$473K -$285K -2,859 -38%
PWP
512
Principle Wealth Partners
Connecticut
$469K -$10.8K -108 -2%
MCA
513
Maryland Capital Advisors
Maryland
$468K
BWP
514
Baldwin Wealth Partners
Massachusetts
$468K +$48.9K +491 +12%
GC
515
Gilbert & Cook
Iowa
$466K
IF
516
IRON Financial
Illinois
$466K
DC
517
Davenport & Co
Virginia
$462K +$18.4K +185 +4%
C
518
Certuity
Florida
$458K
LCM
519
Liberty Capital Management
Michigan
$456K -$3.98K -40 -0.9%
IWC
520
Integrated Wealth Concepts
Massachusetts
$452K -$31.9K -320 -7%
BFA
521
Bragg Financial Advisors
North Carolina
$452K +$106K +1,068 +31%
GFS
522
GYL Financial Synergies
Connecticut
$451K -$19.9K -200 -4%
CWM
523
Congress Wealth Management
Massachusetts
$450K -$4.01M -40,286 -90%
AA
524
Argent Advisors
Louisiana
$445K +$157K +1,580 +55%
AWA
525
Arkadios Wealth Advisors
Georgia
$443K -$22.8K -229 -5%

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.