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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
LWM
651
LJI Wealth Management
Indiana
$254K +$256K +3,037 New
EL
652
EMFO LLC
Florida
$250K
PWP
653
Perfromance Wealth Partners
Illinois
$249K
WLPWM
654
Walled Lake Planning & Wealth Management
Illinois
$247K +$5.64K +67 +2%
DWT
655
Dorsey & Whitney Trust
South Dakota
$247K
SPWG
656
Syntegra Private Wealth Group
Missouri
$247K +$248K +2,950 New
RIM
657
Regent Investment Management
Kentucky
$242K
DJYG
658
David J. Yvars Group
Florida
$241K
PP
659
Prosperity Planning
Missouri
$241K
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$239K -$6.57K -78 -3%
KL
661
KilterHowling LLC
Colorado
$238K +$1.18K +14 +0.5%
FFC
662
First Financial Corp
Indiana
$237K
SRC
663
Sage Rhino Capital
California
$235K
CPSAC
664
Chas P. Smith & Associates (CPS)
Florida
$232K +$234K +2,778 New
MFA
665
Mayflower Financial Advisors
Massachusetts
$231K +$233K +2,763 New
BB
666
Busey Bank
Illinois
$231K
VF
667
VitalStone Financial
Texas
$230K +$232K +2,759 New
PCM
668
Parsons Capital Management
Rhode Island
$228K -$5.72K -68 -2%
SWM
669
SeaCrest Wealth Management
New York
$227K
CT
670
Caldwell Trust
Florida
$226K -$171K -2,026 -43%
MWM
671
McNaughton Wealth Management
California
$225K -$66.7K -793 -23%
VWA
672
Visionary Wealth Advisors
Illinois
$224K -$15.9K -189 -7%
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$223K -$26.3K -313 -10%
WCM
674
Windsor Capital Management
Arizona
$222K +$223K +2,653 New
NEWAS
675
N.E.W. Advisory Services
Wisconsin
$221K

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.