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
RWA
526
Ropes Wealth Advisors
Massachusetts
$439K
VA
527
Valmark Advisers
Ohio
$439K +$27.8K +279 +7%
WWA
528
WC Walker & Associates
California
$434K
AIA
529
Arcadia Investment Advisors
Idaho
$432K -$33.8K -339 -7%
FA
530
Flagstar Advisors
New York
$428K -$341K -3,419 -45%
AWM
531
Apollon Wealth Management
South Carolina
$428K -$201K -2,022 -32%
MIH
532
Meitav Investment House
Israel
$428K -$21.5K -216 -5%
KIG
533
Kowal Investment Group
Wisconsin
$428K -$10.9K -109 -2%
TCA
534
Transcend Capital Advisors
New Jersey
$427K +$423K +4,245 New
IWP
535
Icon Wealth Partners
Texas
$425K -$34.7K -348 -8%
T
536
TNF
Montana
$425K -$26K -261 -5%
PCMC
537
Private Capital Management (Colorado)
Colorado
$425K
LC
538
LCNB Corp
Ohio
$421K -$76.7K -770 -16%
EW
539
Element Wealth
Mississippi
$421K
WANY
540
Wealthspire Advisors (New York)
New York
$418K -$117K -1,179 -22%
MWM
541
McNaughton Wealth Management
California
$416K
AFM
542
Andesa Financial Management
Pennsylvania
$412K +$409K +4,106 New
AMM
543
American Money Management
California
$411K +$10.2K +102 +3%
9WM
544
9258 Wealth Management
Ohio
$408K -$1.29K -13 -0.3%
SFM
545
Signet Financial Management
New Jersey
$407K -$54.5K -547 -12%
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$407K +$10.2K +102 +3%
SIM
547
Stratos Investment Management
Ohio
$402K -$243K -2,439 -38%
AP
548
Adero Partners
California
$402K
DI
549
DAGCO Inc
Ohio
$401K -$285K -2,857 -41%
TP
550
Tranquility Partners
Tennessee
$401K +$30.5K +306 +8%

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.