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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
HighTower Advisors
51
HighTower Advisors
Illinois
$23M +$3.12M +37,064 +16%
CMA
52
Cedar Mountain Advisors
Oregon
$22.7M -$241K -2,860 -1%
AI
53
Accredited Investors
Minnesota
$22.1M -$1.23M -14,660 -5%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$21.7M +$65.5K +778 +0.3%
KF
55
Krilogy Financial
Missouri
$21.6M -$1.89M -22,418 -8%
TI
56
Truepoint Inc
Ohio
$21.5M -$2.37M -28,146 -10%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$20.9M -$162K -1,919 -0.8%
BCIM
58
Bishop & Co Investment Management
Pennsylvania
$19.7M +$433K +5,142 +2%
KAS
59
Kestra Advisory Services
Texas
$19.6M -$538K -6,388 -3%
IIC
60
Integrated Investment Consultants
Michigan
$19.3M -$4.8K -57 -0%
HFS
61
Hantz Financial Services
Michigan
$19.1M +$2.14M +25,368 +12%
OCM
62
One Capital Management
California
$19M +$1.43M +16,938 +8%
KeyBank National Association
63
KeyBank National Association
Ohio
$18.4M -$5M -59,395 -21%
MML Investors Services
64
MML Investors Services
Massachusetts
$18.2M +$1.2M +14,299 +7%
APP
65
Avantax Planning Partners
Iowa
$18M +$2.7M +32,136 +18%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$17.6M -$615K -7,313 -3%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$17M -$78.3K -930 -0.5%
TWM
68
Tolleson Wealth Management
Texas
$17M -$6.01M -71,351 -26%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$16.7M +$1.41M +16,789 +9%
BPWM
70
Badgley Phelps Wealth Managers
Washington
$16.4M +$48.1K +572 +0.3%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$15.4M -$850K -10,096 -5%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$14.5M -$14.1M -167,925 -49%
FIBT
73
First International Bank & Trust
North Dakota
$14.1M +$220K +2,619 +2%
PFO
74
Pathstone Family Office
New Jersey
$14M +$9.12M +108,312 +183%
Financial Engines Advisors
75
Financial Engines Advisors
California
$13.5M +$8.59M +102,037 +170%

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.