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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
RFS
876
Retirement Financial Solutions
Tennessee
$2.51K +$2.52K +30 New
MSFP
877
Mark Sheptoff Financial Planning
Connecticut
$2.34K
TVWM
878
Tower View Wealth Management
Wisconsin
$2K -$1.01K -12 -40%
WWP
879
WR Wealth Planners
Missouri
$1.76K +$1.77K +21 New
CB
880
Centennial Bank
Arkansas
$1.5K +$1.51K +18 New
CA
881
Corrado Advisors
New Jersey
$1.17K +$1.18K +14 New
PFA
882
Pathway Financial Advisers
Indiana
$1.09K +$1.09K +13 New
TAM
883
Tucker Asset Management
Colorado
$672
MFC
884
Morris Financial Concepts
South Carolina
$669 +$673 +8 New
IGWM
885
ICA Group Wealth Management
Colorado
$424 +$421 +5 New
CMP
886
Coston McIsaac & Partners
Maine
$40
MA
887
MUFG Americas
New York
-$5.43M -69,209 Closed
HF
888
HRT Financial
New York
-$3.91M -49,865 Closed
Millennium Management
889
Millennium Management
New York
-$1.73M -22,079 Closed
CWA
890
Capital Wealth Alliance
Arizona
-$1.49M -18,910 Closed
CWM
891
Cordatus Wealth Management
Pennsylvania
-$1.15M -14,599 Closed
KCM
892
Karp Capital Management
California
-$621K -7,916 Closed
RWP
893
RWA Wealth Partners
Massachusetts
-$591K -7,531 Closed
TCM
894
Triumph Capital Management
Colorado
-$454K -5,789 Closed
RC
895
Rovin Capital
Arizona
-$406K -5,174 Closed
SW
896
StrongBox Wealth
Missouri
-$380K -4,840 Closed
EWS
897
Evergreen Wealth Solutions
Pennsylvania
-$327K -4,170 Closed
Fisher Asset Management
898
Fisher Asset Management
Washington
-$326K -4,162 Closed
SA
899
Shilanski & Associates
Alaska
-$324K -4,130 Closed
BBA
900
BLB&B Advisors
Pennsylvania
-$314K -4,006 Closed

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.