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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
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$26.7M -$921K -9,243 -3%
KF
52
Krilogy Financial
Missouri
$26M +$2.03M +20,350 +9%
RFA
53
RTD Financial Advisors
Pennsylvania
$24.6M -$575K -5,771 -2%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$24M -$874K -8,771 -4%
IIC
55
Integrated Investment Consultants
Michigan
$23.9M -$2.41M -24,198 -9%
HighTower Advisors
56
HighTower Advisors
Illinois
$23.5M -$8.17M -82,040 -26%
BCIM
57
Bishop & Co Investment Management
Pennsylvania
$22.8M +$1.18M +11,884 +6%
Prudential Financial
58
Prudential Financial
New Jersey
$21.8M +$307K +3,078 +1%
HFS
59
Hantz Financial Services
Michigan
$21.2M -$1.2M -12,008 -5%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$20.6M -$971K -9,750 -5%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$19.6M +$168K +1,688 +0.9%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$19M -$1.22M -12,210 -7%
CA
63
Cetera Advisors
Colorado
$18.7M -$273K -2,738 -1%
AAP
64
Arax Advisory Partners
Colorado
$18.6M +$18.4M +184,777 New
CAM
65
Congress Asset Management
Massachusetts
$18.5M -$14.7M -147,716 -45%
OCM
66
One Capital Management
California
$18.3M -$3.47M -34,810 -16%
MML Investors Services
67
MML Investors Services
Massachusetts
$18.3M -$6.36M -63,841 -26%
KAS
68
Kestra Advisory Services
Texas
$18.3M +$8.17M +82,070 +82%
OMC
69
Old Mission Capital
Illinois
$18M +$17.8M +179,100 New
AUB
70
Atlantic Union Bankshares
Virginia
$17.5M +$318K +3,191 +2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$17.5M -$1.75M -17,571 -9%
GG
72
GenWealth Group
New Jersey
$17M +$16.9M +169,634 New
UB
73
UMB Bank
Missouri
$16.6M -$29.3K -294 -0.2%
JFG
74
JMG Financial Group
Illinois
$16.6M +$1.74M +17,490 +12%
PAG
75
Private Advisor Group
New Jersey
$16.4M +$143K +1,432 +0.9%

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.