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
CCMG
601
Clark Capital Management Group
Pennsylvania
$310K +$39.1K +393 +15%
PWM
602
Perigon Wealth Management
California
$308K
FIM
603
Fernwood Investment Management
Massachusetts
$306K
PMFA
604
Plante Moran Financial Advisors
Michigan
$305K -$51.2K -514 -14%
FFC
605
First Financial Corp
Indiana
$303K
CAMG
606
CWA Asset Management Group
Florida
$303K +$300K +3,016 New
CG
607
Caprock Group
Idaho
$302K -$3.29K -33 -1%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$302K
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$302K
SMA
610
Sage Mountain Advisors
Georgia
$302K
EL
611
EMFO LLC
Florida
$300K -$106K -1,060 -26%
MIA
612
MainStreet Investment Advisors
Illinois
$300K -$64.7K -650 -18%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$300K -$64.7K -650 -18%
CHJWM
614
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K -$20.6K -207 -6%
RWG
615
Regal Wealth Group
California
$299K -$19.7K -198 -6%
PWP
616
Perfromance Wealth Partners
Illinois
$299K
SFA
617
Sequoia Financial Advisors
Ohio
$299K
WS
618
Wedbush Securities
California
$297K -$42.6K -428 -13%
IF
619
Intrua Financial
Texas
$296K -$25.2K -253 -8%
HWM
620
HB Wealth Management
Georgia
$295K -$111K -1,116 -28%
TGAM
621
TBH Global Asset Management
Tennessee
$295K +$20.5K +206 +8%
TA
622
TrueWealth Advisors
Alabama
$294K
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$294K +$1.59K +16 +0.6%
DJYG
624
David J. Yvars Group
Florida
$293K -$261K -2,625 -48%
RIM
625
Regent Investment Management
Kentucky
$291K -$34.9K -350 -11%

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.