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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
Stifel Financial
76
Stifel Financial
Missouri
$15.4M +$5.98K +60 +0%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$15.3M +$1.13M +11,300 +8%
BC
78
Bartlett & Co
Ohio
$15.3M +$1.13M +11,300 +8%
LFWA
79
LBJ Family Wealth Advisors
Texas
$15.2M +$57.9K +581 +0.4%
FC
80
Forte Capital
New York
$15.1M -$72.2K -725 -0.6%
APP
81
Avantax Planning Partners
Iowa
$14.7M +$1.32M +13,276 +10%
TWM
82
Tolleson Wealth Management
Texas
$14.2M -$2.86M -28,749 -17%
FIBT
83
First International Bank & Trust
North Dakota
$14.2M +$3.49M +35,065 +33%
CAN
84
Cetera Advisor Networks
California
$14M +$1.84M +18,458 +15%
Comerica Bank
85
Comerica Bank
Texas
$13.8M -$579K -5,817 -4%
CFB
86
Cullen/Frost Bankers
Texas
$13.7M +$7.34M +73,667 +118%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$13.5M -$8.8M -88,392 -40%
Northern Trust
88
Northern Trust
Illinois
$13.4M +$1.79M +18,005 +16%
BF
89
BOK Financial
Oklahoma
$13.2M -$288K -2,887 -2%
FCBT
90
First Citizens Bank & Trust
North Carolina
$13.2M -$607K -6,093 -4%
EWA
91
EP Wealth Advisors
California
$12.7M +$1.79M +17,975 +17%
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$12.1M +$1.28M +12,864 +12%
WIC
93
Whitegate Investment Counselors
New Hampshire
$11.7M +$78.2K +785 +0.7%
SPIA
94
Steward Partners Investment Advisory
New York
$11.2M +$835K +8,383 +8%
FWP
95
Falcon Wealth Planning
California
$11.2M +$1.74M +17,424 +19%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$10.7M -$11.8M -118,061 -53%
BRWM
97
B. Riley Wealth Management
Tennessee
$10.6M +$1.32M +13,258 +14%
SCA
98
Southern Capital Advisors
Tennessee
$10.3M +$1.42M +14,277 +16%
PFPT
99
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M -$102K -1,020 -1%
CWM
100
Connecticut Wealth Management
Connecticut
$10.1M

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.