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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
MCA
551
Maryland Capital Advisors
Maryland
$389K
JHCP
552
Jackson Hole Capital Partners
Oklahoma
$384K +$1.94K +23 +0.5%
C
553
Certuity
Florida
$382K
FC
554
Financial Consulate
Maryland
$380K +$382K +4,544 New
LCM
555
Liberty Capital Management
Michigan
$379K
GFS
556
GYL Financial Synergies
Connecticut
$375K
MA
557
MONECO Advisors
Connecticut
$373K +$29.4K +349 +8%
IF
558
IRON Financial
Illinois
$373K
T
559
TNF
Montana
$372K -$18.9K -225 -5%
LCM
560
Leisure Capital Management
California
$371K +$373K +4,434 New
CCG
561
Cypress Capital Group
Florida
$367K +$15.6K +185 +4%
DC
562
Davenport & Co
Virginia
$366K -$30.3K -360 -8%
RLKPA
563
Robbie L. Kennerson P.A.
Florida
$366K +$368K +4,374 New
TGAM
564
TBH Global Asset Management
Tennessee
$365K +$367K +4,362 New
CIBC World Market
565
CIBC World Market
Ontario, Canada
$357K
TRIA
566
Trail Ridge Investment Advisors
Colorado
$356K
WLIM
567
White Lighthouse Investment Management
Massachusetts
$355K -$11.8K -140 -4%
IWA
568
Icon Wealth Advisors
Texas
$354K
Two Sigma Advisers
569
Two Sigma Advisers
New York
$351K +$353K +4,200 New
DGI
570
Disciplined Growth Investors
Minnesota
$351K -$90.2K -1,072 -20%
RWA
571
Ropes Wealth Advisors
Massachusetts
$350K -$9.59K -114 -3%
NAS
572
Nicolet Advisory Services
Wisconsin
$348K +$39K +463 +13%
LFAS
573
Level Four Advisory Services
Texas
$348K +$351K +4,166 New
SMC
574
Smith, Moore & Co
Missouri
$348K -$6.31K -75 -2%
FWM
575
Fingerlakes Wealth Management
New York
$347K +$926 +11 +0.3%

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.