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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
CCM
926
Canal Capital Management
Virginia
-$756K -6,560 Closed
BMM
927
Buffington Mohr McNeal
Idaho
-$719K -6,240 Closed
LA
928
LVW Advisors
New York
-$641K -5,560 Closed
MF
929
Meridian Financial
Massachusetts
-$563K -4,888 Closed
Jennison Associates
930
Jennison Associates
New York
-$515K -4,473 Closed
GC
931
GFG Capital
Florida
-$512K -4,442 Closed
FSA
932
Financial Sense Advisors
California
-$505K -4,385 Closed
HPCM
933
High Pointe Capital Management
Illinois
-$464K -4,030 Closed
ODIJL
934
One Day In July LLC
Vermont
-$458K -3,971 Closed
BAM
935
Berkshire Asset Management
Pennsylvania
-$439K -3,809 Closed
LHC
936
Little House Capital
Massachusetts
-$403K -3,500 Closed
Chevy Chase Trust
937
Chevy Chase Trust
Maryland
-$389K -3,375 Closed
WAP
938
Wealthcare Advisory Partners
Pennsylvania
-$352K -3,055 Closed
HH
939
HWG Holdings
Texas
-$303K -3,041 -100%
W
940
WealthOne
New York
-$347K -3,010 Closed
DIA
941
Dana Investment Advisors
Wisconsin
-$338K -2,930 Closed
TI
942
Trexquant Investment
Connecticut
-$327K -2,834 Closed
CCFM
943
Clear Creek Financial Management
Washington
-$326K -2,830 Closed
SFG
944
Sovereign Financial Group
Connecticut
-$311K -2,701 Closed
IA
945
Insight Advisors
Pennsylvania
-$306K -2,659 Closed
IAIM
946
International Assets Investment Management
Florida
-$300K -2,607 Closed
NCM
947
Neumann Capital Management
California
-$256K -2,222 Closed
WF
948
Welch & Forbes
Massachusetts
-$245K -2,127 Closed
NEWAS
949
N.E.W. Advisory Services
Wisconsin
-$242K -2,098 Closed
APW
950
Aurora Private Wealth
New Jersey
-$239K -2,070 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.