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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
TPA
651
Trivium Point Advisory
Connecticut
$266K
DAS
652
Dynamic Advisor Solutions
Arizona
$264K +$13.6K +137 +5%
FHA
653
Flagship Harbor Advisors
Massachusetts
$263K +$5.58K +56 +2%
VF
654
Vista Finance
Missouri
$262K -$217K -2,177 -45%
MCWA
655
Meadow Creek Wealth Advisors
Georgia
$261K -$32.2K -323 -11%
WAL
656
W Advisors LLC
Tennessee
$261K -$7.67K -77 -3%
PSF
657
Pacific Sun Financial
California
$260K
WP
658
WealthPLAN Partners
Nebraska
$260K +$50.3K +505 +21%
WIM
659
WealthPlan Investment Management
Nebraska
$260K +$290K +2,912 New
WB
660
West Bancorporation
Iowa
$259K -$13.4K -135 -5%
BWM
661
BT Wealth Management
Georgia
$256K
SCM
662
SOL Capital Management
Maryland
$255K +$9.96K +100 +4%
FLA
663
Financial Life Advisors
Texas
$253K -$199 -2 -0.1%
YIA
664
YHB Investment Advisors
Connecticut
$252K
HNWA
665
Henrickson Nauta Wealth Advisors
Michigan
$251K
SSWM
666
Sheets Smith Wealth Management
North Carolina
$251K
CFS
667
CRA Financial Services
New Jersey
$251K +$17.5K +176 +8%
RWP
668
RWA Wealth Partners
Massachusetts
$250K +$248K +2,489 New
WFA
669
Websterrogers Financial Advisors
South Carolina
$248K +$244K +2,450 New
RWA
670
Redhawk Wealth Advisors
Minnesota
$247K +$398 +4 +0.2%
WA
671
Wealth Alliance
New York
$247K +$50.2K +504 +26%
IWS
672
Insight Wealth Strategies
California
$246K -$8.07K -81 -3%
OC
673
Oarsman Capital
Wisconsin
$244K
PCA
674
Personal Capital Advisors
California
$242K -$70.4K -707 -23%
KWS
675
Keystone Wealth Services
California
$241K -$179K -1,800 -43%

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.