We are live on ! Find out more
IWP icon

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
PCG
701
Private Capital Group
Connecticut
$224K
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K
MWP
703
Madison Wealth Partners
Wisconsin
$220K
BL
704
Balentine LLC
Georgia
$219K -$124K -1,249 -36%
MWM
705
Maripau Wealth Management
Indiana
$218K -$31.5K -316 -12%
CWS
706
Cypress Wealth Services
California
$218K
AA
707
Advisory Alpha
Michigan
$218K +$216K +2,169 New
BBA
708
Braun-Bostich & Associates
Pennsylvania
$217K +$215K +2,160 New
Wealthfront Advisers
709
Wealthfront Advisers
California
$216K +$214K +2,149 New
HFA
710
High Falls Advisors
New York
$214K -$57.2K -574 -21%
AT
711
Arden Trust
Delaware
$214K
BSSFA
712
Baron Silver Stevens Financial Advisors
Florida
$214K +$212K +2,131 New
EBSAM
713
Eubel Brady & Suttman Asset Management
Ohio
$213K
WF
714
WoodTrust Financial
Wisconsin
$213K
MPM
715
Meritage Portfolio Management
Kansas
$213K +$211K +2,120 New
DIP
716
DT Investment Partners
Pennsylvania
$213K +$212K +2,124 New
CPSAC
717
Chas P. Smith & Associates (CPS)
Florida
$212K -$896 -9 -0.4%
GLA
718
Great Lakes Advisors
Illinois
$212K
PP
719
PDS Planning
Ohio
$210K +$299 +3 +0.1%
OC
720
Oakworth Capital
Alabama
$209K
CCA
721
Clearwater Capital Advisors
Illinois
$208K
GC
722
Garde Capital
Washington
$208K
AFWM
723
AMJ Financial Wealth Management
Virginia
$207K -$23.8K -239 -10%
WP
724
WealthSource Partners
California
$207K
GIM
725
Goelzer Investment Management
Indiana
$204K -$1.99K -20 -1%

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.