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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
SIM
601
Stratos Investment Management
Ohio
$315K -$8.5K -101 -3%
EW
602
Element Wealth
Mississippi
$315K -$162K -1,930 -34%
CW
603
CIC Wealth
Maryland
$314K +$316K +3,756 New
LFA
604
LGT Financial Advisors
Texas
$314K +$316K +3,755 New
MC
605
Middleton & Co
Massachusetts
$313K
SCA
606
Sage Capital Advisors
South Dakota
$312K
LRPA
607
L. Roy Papp & Associates
Arizona
$311K +$505 +6 +0.2%
FA
608
Flagstar Advisors
New York
$310K -$15.5K -184 -5%
SMA
609
Sage Mountain Advisors
Georgia
$306K +$55.5K +660 +22%
SCA
610
St. Clair Advisors
Ohio
$306K
MAWA
611
Moss Adams Wealth Advisors
Washington
$304K +$306K +3,636 New
JSW
612
Journey Strategic Wealth
New Jersey
$303K -$46.3K -550 -13%
AIA
613
Armor Investment Advisors
North Carolina
$303K -$12.6K -150 -4%
UWPG
614
Ullmann Wealth Partners Group
Florida
$303K +$505 +6 +0.2%
HA
615
HFG Advisors
Ohio
$301K
HF
616
Halpern Financial
Virginia
$301K
GSWM
617
Greenup Street Wealth Management
Michigan
$299K -$91.9K -1,092 -23%
OIA
618
OneDigital Investment Advisors
Kansas
$298K +$59.3K +704 +25%
STA
619
Summit Trail Advisors
New York
$296K +$21K +250 +8%
9WM
620
9258 Wealth Management
Ohio
$296K -$27.8K -330 -9%
BP
621
Ballentine Partners
Massachusetts
$294K -$14K -166 -5%
CF
622
Centaurus Financial
California
$293K +$74.6K +886 +34%
VFA
623
Valeo Financial Advisors
Indiana
$292K -$291K -3,454 -50%
WIM
624
Wittenberg Investment Management
Massachusetts
$288K +$1.51K +18 +0.5%
PCH
625
PGIM Custom Harvest
New Jersey
$287K +$289K +3,435 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.