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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
OWM
576
OneAscent Wealth Management
Alabama
$343K +$340K +3,416 New
SKK
577
Shepherd Kaplan Krochuk
Massachusetts
$340K -$235K -2,359 -41%
WMA
578
West Michigan Advisors
Michigan
$339K +$24.9K +250 +8%
PWM
579
PRW Wealth Management
Massachusetts
$334K +$331K +3,325 New
OA
580
Oxbow Advisors
Texas
$330K
SWA
581
Stratos Wealth Advisors
Ohio
$329K -$3.18M -31,927 -91%
MMPW
582
Mitchell McLeod Pugh & Williams
Alabama
$327K
LB
583
Leo Brokerage
Texas
$327K +$324K +3,257 New
RSS
584
Rosenblum Silverman Sutton
California
$322K
Fiera Capital (Canada)
585
Fiera Capital (Canada)
Quebec, Canada
$321K
AF
586
Affiance Financial
Minnesota
$319K
AWM
587
Avior Wealth Management
Nebraska
$317K +$17.9K +180 +6%
PFG
588
Peterson Financial Group
Iowa
$315K -$60.4K -606 -16%
GFP
589
Gryphon Financial Partners
Ohio
$315K +$312K +3,137 New
MAM
590
Madison Asset Management
Wisconsin
$314K
BCM
591
Bourgeon Capital Management
Connecticut
$313K
WA
592
WealthTrust Axiom
Pennsylvania
$313K
CFA
593
Cahill Financial Advisors
Minnesota
$312K -$11.1K -111 -3%
CAL
594
Capital Advisors Ltd
Ohio
$312K
FMN
595
Financial Management Network
California
$312K
SWM
596
SeaCrest Wealth Management
New York
$312K
DW
597
Domani Wealth
Pennsylvania
$312K +$309K +3,105 New
TYCC
598
Texas Yale Capital Corp
Florida
$311K
FA
599
Fermata Advisors
California
$311K +$98.3K +987 +47%
PFBT
600
Parkside Financial Bank & Trust
Missouri
$311K +$100K +1,009 +48%

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.