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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
VDI
576
Vaughan David Investments
Illinois
$347K
BFS
577
Bradley Foster & Sargent
Connecticut
$347K -$30.8K -366 -8%
CT
578
Cambridge Trust
Massachusetts
$346K -$261K -3,103 -43%
PCMC
579
Private Capital Management (Colorado)
Colorado
$345K
AA
580
Advisory Alpha
Michigan
$343K +$345K +4,098 New
FFS
581
Founders Financial Securities
Maryland
$340K
WP
582
Westmount Partners
California
$339K +$341K +4,057 New
MMPW
583
Mitchell McLeod Pugh & Williams
Alabama
$338K +$50.6K +601 +17%
SFM
584
Signet Financial Management
New Jersey
$336K +$5.39K +64 +2%
PFG
585
Peterson Financial Group
Iowa
$336K -$10.8K -128 -3%
AP
586
Adero Partners
California
$334K
TP
587
Tranquility Partners
Tennessee
$333K
BAM
588
Berkshire Asset Management
Pennsylvania
$333K
QCG
589
Quadrant Capital Group
Ohio
$332K +$53K +630 +19%
TCOV
590
Trust Company of Vermont
Vermont
$330K +$227K +2,700 +217%
PFP
591
Paragon Financial Partners
California
$328K -$8.84K -105 -3%
HCC
592
Hirtle Callaghan & Co
Pennsylvania
$325K
OWM
593
Orgel Wealth Management
Wisconsin
$322K -$53.6K -637 -14%
GG
594
Gofen & Glossberg
Illinois
$320K -$6.14K -73 -2%
TNA
595
True North Advisors
Texas
$319K +$321K +3,817 New
TCBWMS
596
Texas Capital Bank Wealth Management Services
Texas
$319K -$20K -238 -6%
RIA
597
Regal Investment Advisors
Michigan
$318K +$252 +3 +0.1%
ODIJL
598
One Day In July LLC
Vermont
$317K +$319K +3,795 New
MIH
599
Meitav Investment House
Israel
$317K -$4.88K -58 -2%
LT
600
Legacy Trust
Michigan
$315K +$317K +3,770 New

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.