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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
AFG
851
Albion Financial Group
Utah
$20K
RMC
852
Resources Management Corp
Connecticut
$20K
RP
853
Rice Partnership
Hawaii
$19K
TCWA
854
Ten Capital Wealth Advisors
Washington
$19K
JWA
855
JFS Wealth Advisors
Pennsylvania
$18K
TCM
856
Tradewinds Capital Management
Washington
$18K
BLC
857
Brown, Lisle/Cummings
Rhode Island
$17.1K
IFAM
858
Institutional & Family Asset Management
Colorado
$17K
NSB
859
Norway Savings Bank
Maine
$17K
TWA
860
TCI Wealth Advisors
Arizona
$17K
WAM
861
Worth Asset Management
Texas
$17K +$20.7K +208 New
LWA
862
Lowe Wealth Advisors
Maryland
$15K
DHGWA
863
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$1.79K +18 +13%
NFSG
864
Newbridge Financial Services Group
Florida
$14K +$11.4K +114 +475%
PP
865
PrairieView Partners
Minnesota
$13K
SBL
866
Sargent Bickham Lagudis
Colorado
$13K
BC
867
Burleson & Co
California
$12K -$3.98K -40 -25%
HS
868
Horan Securities
United States
$11K
FDCDDQ
869
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
IRC
870
Investors Research Corp
Georgia
$10K
MTIC
871
Missouri Trust & Investment Company
Missouri
$10K
CSB
872
City State Bank
Iowa
$10K +$9.96K +100 New
JPLA
873
Joseph P. Lucia & Associates
New York
$10K +$9.96K +100 New
CFFP
874
Center for Financial Planning
Michigan
$9K -$36.1K -362 -81%
CIAS
875
Capital Investment Advisory Services
North Carolina
$9K

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.