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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
FP
701
Financial Perspectives
Minnesota
$186K +$186K +2,208 +11,621%
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K
TFS
703
TrustCore Financial Services
Tennessee
$178K -$19K -226 -10%
DIP
704
DT Investment Partners
Pennsylvania
$178K
CA
705
Clearstead Advisors
Ohio
$177K
OC
706
Oakworth Capital
Alabama
$174K
GC
707
Garde Capital
Washington
$173K
HCM
708
Hollencrest Capital Management
California
$163K +$164K +1,946 New
BA
709
Ballast Advisors
Minnesota
$159K
WAG
710
Windsor Advisory Group
Ohio
$159K +$160K +1,906 New
HBT
711
Hills Bank & Trust
Iowa
$153K +$10.9K +130 +8%
ASBI
712
American State Bank (Iowa)
Iowa
$152K
MCM
713
Mill Capital Management
North Carolina
$152K
BL
714
Balentine LLC
Georgia
$150K
SIC
715
Salem Investment Counselors
North Carolina
$150K
OWA
716
One Wealth Advisors
California
$149K +$150K +1,778 New
AIA
717
Arcadia Investment Advisors
Idaho
$147K -$34.5K -410 -19%
BFPW
718
BOK Financial Private Wealth
Colorado
$147K
MMG
719
Monetary Management Group
Missouri
$146K -$252K -3,000 -63%
JWM
720
Janiczek Wealth Management
Colorado
$145K
HFS
721
HBC Financial Services
Washington
$142K
EDRH
722
Edmond de Rothschild Holding
Switzerland
$139K
SWM
723
Sugarloaf Wealth Management
Georgia
$139K
AIM
724
Acropolis Investment Management
Missouri
$131K
FCA
725
FinTrust Capital Advisors
South Carolina
$131K

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.