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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
EE
826
EWG Elevate
California
$18.8K +$18.9K +225 New
RA
827
Rise Advisors
New York
$18.6K +$84 +1 +0.5%
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.4K -$1.68K -20 -8%
WWM
829
Wolff Wiese Magana
California
$18.2K
TSWM
830
Tyler-Stone Wealth Management
Ohio
$18K
AFIA
831
America First Investment Advisors
Nebraska
$17K
RMC
832
Resources Management Corp
Connecticut
$17K
AFG
833
Albion Financial Group
Utah
$16.7K
AWM
834
Accel Wealth Management
Iowa
$16.6K -$1.18K -14 -7%
JWA
835
JFS Wealth Advisors
Pennsylvania
$15.4K
RBC
836
Romano Brothers & Co
Illinois
$15.4K +$15.5K +184 New
DAM
837
Delta Asset Management
Tennessee
$15K +$15.1K +180 New
NSB
838
Norway Savings Bank
Maine
$14.2K
TWA
839
TCI Wealth Advisors
Arizona
$14.2K
IFAM
840
Institutional & Family Asset Management
Colorado
$14K
LWA
841
Lowe Wealth Advisors
Maryland
$12.5K
FA
842
Faithward Advisors
Pennsylvania
$12.4K +$12.5K +148 New
CYG
843
Clean Yield Group
Vermont
$12.3K +$12.4K +147 New
TCWA
844
Ten Capital Wealth Advisors
Washington
$11.3K
CIAS
845
Capital Investment Advisory Services
North Carolina
$11.2K +$3.96K +47 +55%
JFG
846
JDM Financial Group
Texas
$11.1K +$11.2K +133 New
SBL
847
Sargent Bickham Lagudis
Colorado
$11K
RDIA
848
RE Dickinson Investment Advisors
Iowa
$11K -$15.7K -187 -59%
KC
849
Kenfarb & Co
Kentucky
$10K
PP
850
PrairieView Partners
Minnesota
$10K

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.