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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
RG
751
Retirement Group
California
$89K +$87K +1,034 +3,977%
AssetMark Inc
752
AssetMark Inc
California
$87.5K +$5.55K +66 +7%
TC
753
Trust Company
Kansas
$85K -$16.8K -200 -16%
KM
754
Kalos Management
Georgia
$84.4K +$84.9K +1,009 New
POIA
755
Pin Oak Investment Advisors
Texas
$84K
ACA
756
Aptus Capital Advisors
Alabama
$83.6K
BFO
757
Biltmore Family Office
North Carolina
$83.6K
EWM
758
Evermay Wealth Management
Virginia
$83.6K
Barclays
759
Barclays
United Kingdom
$76.9K
MPCG
760
Matrix Private Capital Group
New York
$75.2K
HR
761
Howe & Rusling
New York
$74.3K +$13.6K +162 +22%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$73K +$3.03K +36 +4%
PA
763
PSI Advisors
Florida
$69.5K +$252 +3 +0.4%
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$69.3K +$168 +2 +0.2%
TF
765
Tompkins Financial
New York
$67K +$16.8K +200 +33%
CTA
766
Colonial Trust Advisors
South Carolina
$66.9K
SN
767
Sittner & Nelson
Oregon
$66.9K
NIC
768
Northwest Investment Counselors
Oregon
$66.2K
ADL
769
Asset Dedication LLC
California
$66K
1832 Asset Management
770
1832 Asset Management
Ontario, Canada
$64.2K +$64.6K +768 New
WB
771
Webster Bank
Connecticut
$63K
FA
772
Fiduciary Alliance
South Carolina
$61.5K +$61.9K +736 New
First Manhattan
773
First Manhattan
New York
$60.4K
HWMA
774
Heritage Wealth Management (Arizona)
Arizona
$60.2K -$259K -3,081 -81%
DMKJ
775
David M. Knott Jr
$58K

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.