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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
PTB
676
Pioneer Trust Bank
Oregon
$241K
CSIA
677
Carl Stuart Investment Advisor
Texas
$241K +$23.9K +240 New
CAM
678
Cozad Asset Management
Illinois
$240K -$257K -2,580 -52%
RBFC
679
Roman Butler Fullerton & Co
Missouri
$240K -$28.1K -282 -11%
RIM
680
Rockbridge Investment Management
New York
$239K +$51.1K +513 +28%
IAG
681
Investmark Advisory Group
Connecticut
$239K +$53.9K +541 +29%
RW
682
REDW Wealth
New Mexico
$238K
IP
683
Ignite Planners
California
$237K
KCM
684
Kendall Capital Management
Maryland
$236K +$14.3K +144 +7%
Deutsche Bank
685
Deutsche Bank
Germany
$235K
WGCA
686
Wolf Group Capital Advisors
Virginia
$234K -$463K -4,648 -67%
CAI
687
Capital Advisors Inc
Oklahoma
$233K +$231K +2,318 New
WLPWM
688
Walled Lake Planning & Wealth Management
Illinois
$232K -$116K -1,160 -33%
LA
689
Legacy Advisors
Pennsylvania
$232K
MYIA
690
Mount Yale Investment Advisors
Colorado
$231K -$261K -2,618 -53%
KP
691
Keel Point
Alabama
$231K -$72.9K -732 -24%
JWCA
692
J.W. Coons Advisors
Ohio
$231K
DHFB
693
Dixon Hubard Feinour & Brown
Virginia
$230K
WJWM
694
Williams Jones Wealth Management
New York
$230K
EAM
695
Evanson Asset Management
California
$229K
MCM
696
Monarch Capital Management
Indiana
$227K
IIC
697
Ironwood Investment Counsel
Arizona
$226K
MC
698
Moors & Cabot
Massachusetts
$225K -$1.29K -13 -0.6%
PWMG
699
Provence Wealth Management Group
California
$224K -$333K -3,342 -60%
FFS
700
Founders Financial Securities
Maryland
$224K

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.