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iShares Russell Mid-Cap Growth ETF
IWP

882 hedge funds and large institutions have $8.69B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 239 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $6.47M | Put options by funds: $1.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

9% more funds holding in top 10

Funds holding in top 10: 32 → 35 (+3)

0% less funds holding

Funds holding: 886 → 882 (-4)

3% less capital invested

Capital invested by funds: $8.95B → $8.69B (-$265M)

1.48% less ownership

Funds ownership: 76.09% → 74.61% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 330

Holders
882
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.06%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
74
Increased
239
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.7M
3
OPS
Orion Portfolio Solutions
Nebraska
+$24.8M
4
CCWM
Cassaday & Co Wealth Management
Virginia
+$14.2M
5
ZB
Zions Bancorporation
Utah
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$197M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$158M
3
Bank of America
Bank of America
North Carolina
-$153M
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$115M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
876
BerganKDV Wealth Management
Minnesota
$2.19K +$2.14K +24 New
SSC
877
Syverson Strege & Co
Iowa
$2K +$1.96K +22 New
TVWM
878
Tower View Wealth Management
Wisconsin
$2K – – –
CB
879
Centennial Bank
Arkansas
$1.64K – – –
HI
880
Horizon Investments
North Carolina
$910 +$892 +10 New
MFC
881
Morris Financial Concepts
South Carolina
$728 – – –
TAM
882
Tucker Asset Management
Colorado
$728 – – –
IGWM
883
ICA Group Wealth Management
Colorado
$463 – – –
FGAM
884
Financial Gravity Asset Management
Texas
$275 +$625 +7 +8%
FAM
885
Fred Alger Management
New York
– -$8.41M -100,605 Closed
ACM
886
Anfield Capital Management
California
– -$7.21M -80,559 Closed
OAM
887
Oppenheimer Asset Management
New York
– -$3.06M -36,559 Closed
Macquarie Group
888
Macquarie Group
Australia
– -$2.68M -32,110 Closed
AI
889
Atria Investments
North Carolina
– -$1.94M -23,222 Closed
SFWC
890
Strategic Family Wealth Counselors
New Jersey
– -$1.5M -17,917 Closed
FFG
891
Ford Financial Group
California
– -$1.33M -15,890 Closed
Legal & General Group
892
Legal & General Group
United Kingdom
– -$1.25M -15,000 Closed
Marshall Wace
893
Marshall Wace
United Kingdom
– -$1.2M -14,400 Closed
SG
894
StoneX Group
New York
– -$1.14M -13,624 Closed
BBP
895
Banco BTG Pactual
Brazil
– -$1.05M -12,593 Closed
Renaissance Technologies
896
Renaissance Technologies
New York
– -$1.04M -12,500 Closed
MCC
897
Money Concepts Capital
Florida
– -$1.03M -12,329 Closed
NIP
898
Nicholas Investment Partners
California
– -$1M -11,979 Closed
CI
899
CX Institutional
Indiana
– -$912K -10,907 Closed
EG
900
Ellerson Group
Maryland
– -$884K -10,571 Closed
34 35
36
37 38

IWP Hedge Fund Activity: Q1 2023 in Review

882 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2023, worth a combined $8.69B — down 3% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWP positions and 56 closed out — a net gain of 18 holders — while 239 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 882 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2023, down from 886 in Q4 2022.
  • Funds reported $8.69B of iShares Russell Mid-Cap Growth ETF stock for Q1 2023, down 3% quarter-over-quarter.
  • 74 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2023 and 56 closed out, a net change of +18 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2023 was Morgan Stanley, an estimated $169M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.