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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
FIM
676
Fernwood Investment Management
Massachusetts
$221K
YIA
677
YHB Investment Advisors
Connecticut
$220K
WTA
678
Washington Trust Advisors
Massachusetts
$219K -$461K -5,472 -68%
DIA
679
Dana Investment Advisors
Wisconsin
$218K -$8.33K -99 -4%
NHC
680
Nicholas Hoffman & Company
Georgia
$218K -$18K -214 -8%
PSF
681
Pacific Sun Financial
California
$218K
CA
682
CGN Advisors
Kansas
$217K -$612K -7,276 -74%
CFS
683
CRA Financial Services
New Jersey
$216K
PFBT
684
Parkside Financial Bank & Trust
Missouri
$216K -$1.85K -22 -0.8%
CG
685
Caprock Group
Idaho
$215K -$23K -273 -10%
TA
686
TrueWealth Advisors
Alabama
$213K
GFP
687
Gryphon Financial Partners
Ohio
$212K +$213K +2,530 New
HNWA
688
Henrickson Nauta Wealth Advisors
Michigan
$209K +$210K +2,500 New
SSWM
689
Sheets Smith Wealth Management
North Carolina
$209K +$210K +2,500 New
CFA
690
Cahill Financial Advisors
Minnesota
$209K +$210K +2,499 New
SC
691
Scotia Capital
Ontario, Canada
$208K -$7.41K -88 -3%
RWA
692
Redhawk Wealth Advisors
Minnesota
$207K +$208K +2,475 New
D
693
Diversified
Delaware
$206K +$207K +2,464 New
WFA
694
Websterrogers Financial Advisors
South Carolina
$205K +$206K +2,450 New
OC
695
Oarsman Capital
Wisconsin
$203K +$204K +2,424 New
PMFA
696
Plante Moran Financial Advisors
Michigan
$201K -$53.4K -635 -21%
PTB
697
Pioneer Trust Bank
Oregon
$201K +$202K +2,400 New
ST
698
Smithfield Trust
Pennsylvania
$196K -$4.04K -48 -2%
AIM
699
Arcadia Investment Management
Michigan
$193K +$10.5K +125 +6%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$189K

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.