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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
NFSG
851
Newbridge Financial Services Group
Florida
$9.99K +$84 +1 +0.8%
MLA
852
MB, Levis & Associates
Pennsylvania
$9.36K +$9.43K +112 New
M
853
MOTCO
Texas
$9.2K -$11.4K -135 -55%
CSC
854
Caldwell Sutter Capital
California
$8.53K +$8.59K +102 New
FDCDDQ
855
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.36K
IRC
856
Investors Research Corp
Georgia
$8.19K
HS
857
Horan Securities
United States
$8.04K -$1.01K -12 -11%
CSB
858
City State Bank
Iowa
$8K
MTIC
859
Missouri Trust & Investment Company
Missouri
$8K
FMB
860
Field & Main Bank
Kentucky
$7.52K
TF
861
TimeScale Financial
Massachusetts
$7.37K
CAS
862
Coppell Advisory Solutions
Texas
$7.36K +$7.41K +88 New
CASC
863
Coppell Advisory Solutions Corp
Texas
$7.36K +$7.41K +88 New
CFFP
864
Center for Financial Planning
Michigan
$7.27K
NMG
865
New Millennium Group
Utah
$6.33K -$4.63K -55 -42%
DAC
866
Dividend Assets Capital
South Carolina
$6K
LFA
867
Level Financial Advisors
New York
$6K
PPWM
868
PFG Private Wealth Management
Florida
$6K
TWA
869
Tandem Wealth Advisors
Arizona
$5.92K +$5.98K +71 New
CWC
870
Carolinas Wealth Consulting
North Carolina
$5.68K
AIM
871
Anchor Investment Management
South Carolina
$3.85K
WAM
872
Worth Asset Management
Texas
$3.51K
VCM
873
Versant Capital Management
Arizona
$3.51K +$3.54K +42 New
HCP
874
Hexagon Capital Partners
Arkansas
$3.01K -$24.2K -288 -89%
EWM
875
Endurance Wealth Management
Rhode Island
$3K +$2.61K +31 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.