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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
CCMG
626
Clark Capital Management Group
Pennsylvania
$286K +$287K +3,416 New
SW
627
SkyOak Wealth
Michigan
$285K +$19.9K +237 +7%
VCA
628
Verdence Capital Advisors
Maryland
$284K -$53K -630 -16%
PIFP
629
Partners in Financial Planning
Virginia
$283K -$20.1K -239 -7%
CAAS
630
Capital Asset Advisory Services
Michigan
$283K
AMM
631
American Money Management
California
$282K +$168 +2 +0.1%
Luther King Capital Management (LKCM)
632
Luther King Capital Management (LKCM)
Texas
$280K
LIM
633
Leavell Investment Management
Alabama
$280K +$282K +3,348 New
WPC
634
White Pine Capital
Minnesota
$278K
ONST
635
Old North State Trust
North Carolina
$277K -$34.8K -414 -11%
CHJWM
636
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276K
OA
637
Oxbow Advisors
Texas
$274K
PWM
638
Perigon Wealth Management
California
$268K +$168 +2 +0.1%
CWM
639
Cahill Wealth Management
Michigan
$265K -$419K -4,974 -63%
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$264K +$252 +3 +0.1%
PVAMC
641
PPS&V Asset Management Consultants
Michigan
$263K +$265K +3,148 New
PFA
642
Pure Financial Advisors
California
$263K +$505 +6 +0.2%
BWA
643
Beam Wealth Advisors
Louisiana
$263K +$264K +3,141 New
MAM
644
Madison Asset Management
Wisconsin
$262K
BCM
645
Bourgeon Capital Management
Connecticut
$260K
WA
646
WealthTrust Axiom
Pennsylvania
$260K
AA
647
Ancora Advisors
Ohio
$260K
CAL
648
Capital Advisors Ltd
Ohio
$260K
TYCC
649
Texas Yale Capital Corp
Florida
$258K
FMN
650
Financial Management Network
California
$256K

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.