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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
QC
776
Quent Capital
New York
$94K +$9.86K +99 +12%
MPCG
777
Matrix Private Capital Group
New York
$93K
Barclays
778
Barclays
United Kingdom
$92K -$20M -200,830 -100%
1IA
779
1834 Investment Advisors
Wisconsin
$91K
POIA
780
Pin Oak Investment Advisors
Texas
$89K -$797 -8 -0.9%
ADL
781
Asset Dedication LLC
California
$89K
BFEC
782
Benjamin F. Edwards & Company
Missouri
$84K -$62.5K -628 -43%
JGIA
783
Jackson Grant Investment Advisers
Connecticut
$83K +$100 +1 +0.1%
PA
784
PSI Advisors
Florida
$83K +$100 +1 +0.1%
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$83K +$13.2K +133 +19%
CWP
786
Concord Wealth Partners
Virginia
$81K +$19.7K +198 +33%
SN
787
Sittner & Nelson
Oregon
$80K
WWMSC
788
Wagner Wealth Management (South Carolina)
South Carolina
$78K +$38.4K +386 +100%
1832 Asset Management
789
1832 Asset Management
Ontario, Canada
$77K +$76.5K +768 New
WB
790
Webster Bank
Connecticut
$75K
HR
791
Howe & Rusling
New York
$73K -$19.9K -200 -22%
HDIM
792
Hanson & Doremus Investment Management
Vermont
$73K +$9.76K +98 +16%
SIAP
793
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$69K -$29.9K -300 -31%
NSIM
794
North Star Investment Management
Illinois
$69K
PB
795
Pinnacle Bancorp
Nebraska
$69K
EIP
796
Ellis Investment Partners
Pennsylvania
$68K +$100 +1 +0.1%
SFC
797
SYM Financial Corp
Indiana
$67K +$100 +1 +0.1%
M
798
MOTCO
Texas
$67K +$11K +110 +20%
RE
799
RBC Europe
United Kingdom
$63K
GG
800
Gleason Group
Kentucky
$62K +$100 +1 +0.2%

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.