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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
CA
801
Crewe Advisors
Utah
$61K
SAM
802
S.A. Mason
Michigan
$61K
MAM
803
Meeder Asset Management
Ohio
$60K -$460K -4,622 -89%
CWM
804
Curi Wealth Management
North Carolina
$60K +$59.8K +600 New
TF
805
Tompkins Financial
New York
$60K +$59.8K +600 New
CCP
806
Clarkston Capital Partners
Michigan
$59K
PPWM
807
PFG Private Wealth Management
Florida
$57K -$1.59K -16 -3%
SC
808
Stephens Consulting
Michigan
$56.9K -$4.38K -44 -7%
SWA
809
Sutton Wealth Advisors
Florida
$55.1K
TH
810
TCTC Holdings
Texas
$55K
EWA
811
EverSource Wealth Advisors
Alabama
$53K -$299 -3 -0.6%
RBC
812
Roble Belko & Company
Pennsylvania
$53K
MFC
813
Mechanics Financial Corp
Ohio
$52K
BONH
814
Bank of New Hampshire
New Hampshire
$51K +$51K +512 New
GWS
815
Glassman Wealth Services
Virginia
$50K
TFO
816
Tarbox Family Office
California
$48K +$100 +1 +0.2%
RCM
817
Raleigh Capital Management
North Carolina
$48K +$47.4K +476 New
GWSG
818
GPS Wealth Strategies Group
Colorado
$45K
FF
819
FourThought Financial
Florida
$44K
AIC
820
Archer Investment Corporation
Indiana
$43.8K
JFA
821
JNBA Financial Advisors
Minnesota
$43K -$16.8K -169 -28%
FWM
822
Focused Wealth Management
New York
$42K
PCTC
823
Perkins Coie Trust Company
Washington
$42K
Optiver Holding
824
Optiver Holding
Netherlands
$41K -$5.18K -52 -11%
CHA
825
Carmichael Hill & Associates
Maryland
$41K

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.