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iShares Russell Mid-Cap Growth ETF

886 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $7.32M | Put options by funds: $1.85M

185% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 48

9% more funds holding

Funds holding: 811886 (+75)

8% more capital invested

Capital invested by funds: $8.3B → $8.95B (+$647M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

0.23% more ownership

Funds ownership: 75.86%76.09% (+0.23%)

23% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 308

Holders
886
Holders Change
+75
Holders Change %
+9.25%
% of All Funds
14.24%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.51%
New
137
Increased
238
Reduced
308
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.47M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
Falcon Wealth Planning
California
$13.5M +$1.28M +15,224 +10%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$13.2M +$1.49M +17,704 +13%
GG
78
GenWealth Group
New Jersey
$13.1M +$13.2M +157,030 New
CA
79
Cetera Advisors
Colorado
$13M -$1.6M -19,060 -11%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$12.9M -$306K -3,641 -2%
BC
81
Bartlett & Co
Ohio
$12.9M -$306K -3,641 -2%
LFWA
82
LBJ Family Wealth Advisors
Texas
$12.9M -$2.85M -33,891 -18%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12.4M -$202K -2,396 -2%
Comerica Bank
84
Comerica Bank
Texas
$12.3M +$147K +1,752 +1%
CWM
85
Congress Wealth Management
Massachusetts
$11.9M +$10.2M +121,232 +590%
BF
86
BOK Financial
Oklahoma
$11.5M -$74.2K -882 -0.6%
AWM
87
Avior Wealth Management
Nebraska
$11.4M -$1.16M -13,725 -9%
FWM
88
FSA Wealth Management
Massachusetts
$11.3M +$1.51M +17,979 +15%
BRWA
89
B. Riley Wealth Advisors
Florida
$11.1M +$98.2K +1,167 +0.9%
FCAM
90
First Citizens Asset Management
North Carolina
$11M +$9.17K +109 +0.1%
JFG
91
JMG Financial Group
Illinois
$10.9M -$32.6K -387 -0.3%
NA
92
NewEdge Advisors
Louisiana
$10.6M +$2.72M +32,325 +29%
Prudential Financial
93
Prudential Financial
New Jersey
$10.6M -$1.17M -13,950 -10%
UB
94
UMB Bank
Missouri
$10.5M -$578K -6,862 -5%
Northern Trust
95
Northern Trust
Illinois
$10.3M +$911K +10,820 +10%
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$10M -$66.5K -790 -0.7%
Stifel Financial
97
Stifel Financial
Missouri
$9.99M -$347K -4,120 -3%
SPIA
98
Steward Partners Investment Advisory
New York
$9.9M -$325K -3,856 -3%
MCM
99
MAI Capital Management
Ohio
$9.66M +$4.4M +52,232 +83%
LWP
100
LMG Wealth Partners
Louisiana
$9.6M +$9.15M +108,674 New

IWP Hedge Fund Activity: Q4 2022 in Review

886 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2022, worth a combined $8.95B — up 7.8% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IWP positions and 48 closed out — a net gain of 89 holders — while 238 added to existing stakes and 308 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 886 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2022, up from 811 in Q3 2022.
  • Funds reported $8.95B of iShares Russell Mid-Cap Growth ETF stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 137 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2022 and 48 closed out, a net change of +89 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2022 was Bank of America, an estimated $46.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2022 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.