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
BBA
626
BLB&B Advisors
Pennsylvania
$290K +$4.78K +48 +2%
VWA
627
Visionary Wealth Advisors
Illinois
$288K -$2.55M -25,622 -90%
SFS
628
Stiles Financial Services
Minnesota
$288K -$29.1K -292 -9%
CWM
629
CCG Wealth Management
California
$288K
SW
630
SkyOak Wealth
Michigan
$288K +$286K +2,869 New
VCP
631
Vista Capital Partners
Oregon
$287K
IGWM
632
ICA Group Wealth Management
Colorado
$287K +$330K +3,310 New
CF
633
Centaurus Financial
California
$285K -$12K -120 -4%
KA
634
Kovack Advisors
Florida
$285K -$1.69K -17 -0.6%
ACM
635
AlphaStar Capital Management
North Carolina
$285K -$996 -10 -0.4%
MFG
636
Merit Financial Group
Georgia
$285K +$282K +2,835 New
KL
637
KilterHowling LLC
Colorado
$284K +$398 +4 +0.1%
STA
638
Summit Trail Advisors
New York
$284K -$11K -110 -4%
NHC
639
Nicholas Hoffman & Company
Georgia
$283K
BC
640
Barnett & Company
Tennessee
$283K +$39.2K +394 +16%
TSWM
641
Tyler-Stone Wealth Management
Ohio
$282K
SRC
642
Sage Rhino Capital
California
$282K +$280K +2,810 New
PIFP
643
Partners in Financial Planning
Virginia
$280K
PCA
644
Pallas Capital Advisors
Massachusetts
$280K -$151K -1,514 -34%
PCM
645
Parsons Capital Management
Rhode Island
$280K -$6.77K -68 -2%
PFA
646
Pure Financial Advisors
California
$275K -$16.4K -165 -6%
BB
647
Busey Bank
Illinois
$274K
ST
648
Smithfield Trust
Pennsylvania
$272K -$3.39K -34 -1%
RC
649
Rovin Capital
Arizona
$272K +$269K +2,703 New
OIA
650
OneDigital Investment Advisors
Kansas
$267K +$85.4K +857 +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.