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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
PSUF
551
People's United Financial
Connecticut
$400K -$393K -3,943 -50%
MA
552
MONECO Advisors
Connecticut
$396K +$100 +1 +0%
BWM
553
Baystate Wealth Management
Massachusetts
$392K +$336K +3,376 +648%
AT
554
American Trust
Kentucky
$389K +$385K +3,869 New
RIA
555
Regal Investment Advisors
Michigan
$382K -$1.05M -10,572 -74%
AIA
556
Armor Investment Advisors
North Carolina
$379K
AW
557
ACG Wealth
Georgia
$378K +$2.49K +25 +0.7%
MC
558
Middleton & Co
Massachusetts
$376K
CAAS
559
Capital Asset Advisory Services
Michigan
$376K +$2.99K +30 +0.8%
LRPA
560
L. Roy Papp & Associates
Arizona
$373K +$111K +1,110 +43%
SCA
561
St. Clair Advisors
Ohio
$368K
SCA
562
Sage Capital Advisors
South Dakota
$365K
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$364K +$361K +3,620 New
UWPG
564
Ullmann Wealth Partners Group
Florida
$363K
HA
565
HFG Advisors
Ohio
$362K
HF
566
Halpern Financial
Virginia
$361K
HCM
567
Hollencrest Capital Management
California
$355K
IC
568
Intersect Capital
California
$355K +$5.68K +57 +2%
FF
569
Fluent Financial
Texas
$354K -$7.07M -70,974 -95%
WPC
570
White Pine Capital
Minnesota
$352K -$3.98K -40 -1%
WLIM
571
White Lighthouse Investment Management
Massachusetts
$352K
ZIM
572
Zacks Investment Management
Illinois
$349K
CCG
573
Cypress Capital Group
Florida
$347K +$344K +3,451 New
NAS
574
Nicolet Advisory Services
Wisconsin
$345K +$199 +2 +0.1%
AA
575
Ancora Advisors
Ohio
$343K

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.