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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
MCM
951
Morton Capital Management
California
-$237K -2,060 Closed
MHWM
952
Montz Harcus Wealth Management
Louisiana
-$229K -1,988 Closed
TTWM
953
TCV Trust & Wealth Management
Virginia
-$229K -1,985 Closed
WCM
954
Windsor Capital Management
Arizona
-$228K -1,982 Closed
HA
955
Harfst & Associates
Wyoming
-$227K -1,978 Closed
SW
956
SteelPeak Wealth
California
-$225K -1,956 Closed
TCOV
957
Trust Company of Vermont
Vermont
-$225K -1,952 Closed
WPC
958
Wedmont Private Capital
Pennsylvania
-$204K -1,942 Closed
DY
959
Dowling & Yahnke
California
-$222K -1,928 Closed
PGA
960
Portland Global Advisors
Maine
-$219K -1,898 Closed
Fayez Sarofim & Co
961
Fayez Sarofim & Co
Texas
-$218K -1,896 Closed
MG
962
Mather Group
Illinois
-$217K -1,880 Closed
OWA
963
Opal Wealth Advisors
New York
-$215K -1,864 Closed
AC
964
Abbrea Capital
California
-$211K -1,830 Closed
CMI
965
Clare Market Investments
Texas
-$210K -1,825 Closed
Fisher Asset Management
966
Fisher Asset Management
Washington
-$210K -1,820 Closed
KIA
967
KCM Investment Advisors
California
-$209K -1,815 Closed
CSPIA
968
Cary Street Partners Investment Advisory
Virginia
-$207K -1,800 Closed
GDP
969
Great Diamond Partners
Maine
-$206K -1,794 Closed
EWM
970
Empirical Wealth Management
Washington
-$206K -1,788 Closed
GPA
971
Guidance Point Advisors
Massachusetts
-$203K -1,765 Closed
BMCM
972
Bryn Mawr Capital Management
Pennsylvania
-$203K -1,764 Closed
CWM
973
C2C Wealth Management
Arizona
-$203K -1,763 Closed
CFAM
974
Coury Firm Asset Management
Pennsylvania
-$202K -1,757 Closed
BFA
975
Beacon Financial Advisory
Ohio
-$202K -1,753 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.