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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
NRC
801
New Republic Capital
North Carolina
$35.3K +$35.5K +422 New
FWM
802
Focused Wealth Management
New York
$35.1K
PCTC
803
Perkins Coie Trust Company
Washington
$35.1K
EI
804
Ellevest Inc
New York
$35.1K +$84 +1 +0.2%
National Bank of Canada
805
National Bank of Canada
Quebec, Canada
$34.7K +$9.68K +115 +38%
CHA
806
Carmichael Hill & Associates
Maryland
$33.9K
MWM
807
MinichMacGregor Wealth Management
New York
$29.1K +$29.3K +348 New
BAAM
808
Baker Avenue Asset Management
California
$27.6K +$27.8K +330 New
AAG
809
Armstrong Advisory Group
Massachusetts
$27.3K +$27.4K +326 New
OIA
810
Optimum Investment Advisors
Illinois
$25.2K -$4.21K -50 -14%
JFA
811
JNBA Financial Advisors
Minnesota
$25.2K -$5.89K -70 -19%
ANBT
812
American National Bank & Trust
Texas
$25K
DWMG
813
DB Wealth Management Group
California
$24.2K
FMTCOCP
814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K +$23.9K +284 New
RFA
815
Register Financial Advisors
Georgia
$23.7K +$23.9K +284 New
CWA
816
Clearview Wealth Advisors
Oregon
$23.4K
USCWA
817
U.S. Capital Wealth Advisors
Texas
$22.1K +$22.2K +264 New
WBC
818
West Branch Capital
Massachusetts
$21.5K
FFA
819
Founders Financial Alliance
North Carolina
$21.4K
AAP
820
Arax Advisory Partners
Colorado
$21.1K -$5.55K -66 -21%
MWM
821
Mascoma Wealth Management
New Hampshire
$20.7K
LWP
822
Lumature Wealth Partners
Georgia
$20.3K
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$20.2K -$56.3K -669 -73%
WT
824
Washington Trust
Rhode Island
$19.4K
CA
825
CoreCap Advisors
Michigan
$18.9K +$19K +226 New

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.