iShares Russell Mid-Cap Growth ETF
882 hedge funds and large institutions have $8.69B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 239 increasing their positions, 330 reducing their positions, and 56 closing their positions.
400% more call options, than puts
Call options by funds: $6.47M | Put options by funds: $1.3M
32% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 56
9% more funds holding in top 10
Funds holding in top 10: 32 → 35 (+3)
0% less funds holding
Funds holding: 886 → 882 (-4)
3% less capital invested
Capital invested by funds: $8.95B → $8.69B (-$265M)
1.48% less ownership
Funds ownership: 76.09% → 74.61% (-1.5%)
28% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 330
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$169M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$96.7M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$24.8M |
| 4 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$14.2M |
| 5 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$197M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$158M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$153M |
| 4 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$115M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$69M |
IWP Hedge Fund Activity: Q1 2023 in Review
882 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2023, worth a combined $8.69B — down 3% from $8.95B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IWP positions and 56 closed out — a net gain of 18 holders — while 239 added to existing stakes and 330 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.
- 882 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2023, down from 886 in Q4 2022.
- Funds reported $8.69B of iShares Russell Mid-Cap Growth ETF stock for Q1 2023, down 3% quarter-over-quarter.
- 74 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2023 and 56 closed out, a net change of +18 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2023 was Morgan Stanley, an estimated $169M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2023.