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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
Lazard Asset Management
501
Lazard Asset Management
New York
$473K
RPC
502
Rossmore Private Capital
Connecticut
$471K
SC
503
Steph & Co
Wisconsin
$471K -$25.4K -302 -5%
FWTB
504
First Western Trust Bank
Colorado
$469K -$70.6K -839 -13%
Westfield Capital Management
505
Westfield Capital Management
Massachusetts
$467K -$984K -11,687 -68%
Wealthfront Advisers
506
Wealthfront Advisers
California
$465K +$224K +2,656 +91%
LB
507
Legacy Bridge
Iowa
$464K
BFC
508
Bedel Financial Consulting
Indiana
$462K +$7.91K +94 +2%
AWA
509
Amplius Wealth Advisors
Pennsylvania
$462K +$465K +5,524 New
TWP
510
Total Wealth Planning
Ohio
$461K -$4.12K -49 -0.9%
SC
511
Savant Capital
Illinois
$457K -$1.18M -13,999 -72%
SHJ
512
Sharkey, Howes & Javer
Colorado
$455K -$116K -1,379 -20%
AIM
513
Allen Investment Management
New York
$455K -$6.23K -74 -1%
SIA
514
Stegner Investment Associates
Kentucky
$454K +$68.9K +819 +18%
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$452K +$102K +1,212 +29%
AA
516
Argent Advisors
Louisiana
$449K
PCA
517
Providence Capital Advisors
North Carolina
$446K
ABC
518
Associated Banc-Corp
Wisconsin
$443K
VWA
519
V Wealth Advisors
Kansas
$440K -$13K -155 -3%
CFG
520
Cooper Financial Group
California
$438K -$1.85K -22 -0.4%
RTL
521
Red Tortoise LLC
Georgia
$438K +$441K +5,236 New
RBFC
522
Roman Butler Fullerton & Co
Missouri
$435K +$415K +4,930 New
MM
523
Meridian Management
Arkansas
$435K
B
524
Bailard
California
$435K
GC
525
Gratus Capital
Georgia
$434K -$84 -1 -0%

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.