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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
CCM
826
Covington Capital Management
California
$39K
FAG
827
Fortitude Advisory Group
Washington
$39K
Koshinski Asset Management
828
Koshinski Asset Management
Illinois
$36.6K
OIA
829
Optimum Investment Advisors
Illinois
$35K
RDIA
830
RE Dickinson Investment Advisors
Iowa
$32K +$15.5K +156 +97%
ANBT
831
American National Bank & Trust
Texas
$30K
FFWM
832
Future Financial Wealth Management
Ohio
$30K
National Bank of Canada
833
National Bank of Canada
Quebec, Canada
$30K +$7.97K +80 +36%
CP
834
Covenant Partners
Tennessee
$29K +$28.4K +285 New
CWA
835
Clearview Wealth Advisors
Oregon
$28K -$25.5K -256 -48%
EI
836
Ellevest Inc
New York
$28K
HI
837
Hudock Inc
Pennsylvania
$27K
FFA
838
Founders Financial Alliance
North Carolina
$26K
WBC
839
West Branch Capital
Massachusetts
$26K +$100 +1 +0.4%
GI
840
Gradient Investments
Minnesota
$25K -$8.96K -90 -26%
MWM
841
Mascoma Wealth Management
New Hampshire
$25K
William Blair Investment Management
842
William Blair Investment Management
Illinois
$24K -$288K -2,890 -92%
LWP
843
Lumature Wealth Partners
Georgia
$24K
DC
844
DeDora Capital
California
$24K +$23.5K +236 New
BCMLT
845
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K +$24.1K +242 New
WT
846
Washington Trust
Rhode Island
$23K
WWM
847
Wolff Wiese Magana
California
$22K
RA
848
Rise Advisors
New York
$22K +$100 +1 +0.5%
GEA
849
Glen Eagle Advisors
New Jersey
$21.3K
RWA
850
RGT Wealth Advisors
Texas
$21K

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.