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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
CM
901
Churchill Management
California
-$15.7M -136,150 Closed
BDF
902
Balasa Dinverno & Foltz
-$14.1M -101,233 Closed
N
903
Nuveen
North Carolina
-$9.39M -85,000 Closed
FTS
904
Fifth Third Securities
Ohio
-$9.32M -80,839 Closed
SW
905
Signify Wealth
Missouri
-$7.3M -63,377 Closed
MGWM
906
Marks Group Wealth Management
Minnesota
-$6.1M -52,967 Closed
CG
907
Corundum Group
Colorado
-$4.88M -42,384 Closed
Two Sigma Advisers
908
Two Sigma Advisers
New York
-$4.54M -39,400 Closed
JSW
909
Journey Strategic Wealth
New Jersey
-$4.44M -38,560 Closed
MPPLM
910
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$4.13M -35,885 Closed
Macquarie Group
911
Macquarie Group
Australia
-$3.83M -33,248 Closed
NWA
912
New World Advisors
Massachusetts
-$3.38M -29,333 Closed
CFG
913
CMC Financial Group
Georgia
-$2.93M -25,468 Closed
OAM
914
Oppenheimer Asset Management
New York
-$2.54M -22,085 Closed
SPL
915
Smart Portfolios LLC
Washington
-$2.52M -21,915 Closed
Bank of Nova Scotia
916
Bank of Nova Scotia
Ontario, Canada
-$2.47M -21,344 Closed
DBIA
917
Dumont & Blake Investment Advisors
New Jersey
-$2.32M -20,111 Closed
EC
918
Estate Counselors
Wisconsin
-$1.88M -16,315 Closed
HIS
919
Horizon Investment Services
Indiana
-$1.34M -11,653 Closed
Renaissance Technologies
920
Renaissance Technologies
New York
-$1.3M -11,300 Closed
LSA
921
L & S Advisors
California
-$1.23M -10,632 Closed
UAS
922
United Asset Strategies
New York
-$1.21M -10,454 Closed
AAM
923
Autus Asset Management
Arizona
-$1.08M -9,379 Closed
Westfield Capital Management
924
Westfield Capital Management
Massachusetts
-$1.04M -8,998 Closed
TC
925
TownSquare Capital
Utah
-$794K -6,892 Closed

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.