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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
NSIM
776
North Star Investment Management
Illinois
$57.7K
PB
777
Pinnacle Bancorp
Nebraska
$57K
SFC
778
SYM Financial Corp
Indiana
$56.3K +$252 +3 +0.4%
FFA
779
Farther Finance Advisors
California
$55.1K +$55.5K +659 New
HDIM
780
Hanson & Doremus Investment Management
Vermont
$53K -$7.49K -89 -12%
GG
781
Gleason Group
Kentucky
$51.8K +$252 +3 +0.5%
CA
782
Crewe Advisors
Utah
$50.8K
OSAM
783
O'Shaughnessy Asset Management
Connecticut
$49K -$37.3K -443 -43%
CCP
784
Clarkston Capital Partners
Michigan
$49K
SC
785
Stephens Consulting
Michigan
$47.6K +$168 +2 +0.4%
TH
786
TCTC Holdings
Texas
$46K
GWANC
787
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.6K
AIC
788
Archer Investment Corporation
Indiana
$45.2K +$7.32K +87 +19%
RBC
789
Roble Belko & Company
Pennsylvania
$44K
SAM
790
S.A. Mason
Michigan
$43.1K
BONH
791
Bank of New Hampshire
New Hampshire
$43K
GWS
792
Glassman Wealth Services
Virginia
$41.3K
RCM
793
Raleigh Capital Management
North Carolina
$40.1K +$168 +2 +0.4%
AP
794
Atwood & Palmer
Missouri
$38.5K +$38.7K +460 New
WOSD
795
WFA of San Diego
California
$38.4K +$38.6K +459 New
FGAM
796
Financial Gravity Asset Management
Texas
$38.2K +$505 +6 +8%
MFC
797
Mechanics Financial Corp
Ohio
$38K -$5.39K -64 -12%
RIA
798
Realta Investment Advisors
Delaware
$37.9K +$5.98K +71 +19%
CFD
799
Creative Financial Designs
Indiana
$37.5K -$58.4K -694 -61%
HWM
800
Horizons Wealth Management
North Carolina
$36K

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.