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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
BFPW
976
BOK Financial Private Wealth
Colorado
-$202K -1,753 Closed
Neuberger Berman Group
977
Neuberger Berman Group
New York
-$202K -1,752 Closed
BA
978
Bluesphere Advisors
Pennsylvania
-$201K -1,745 Closed
CCA
979
Cobblestone Capital Advisors
New York
-$200K -1,740 Closed
MCM
980
Mengis Capital Management
Oregon
-$200K -1,737 Closed
CA
981
Cornerstone Advisory
Maryland
-$138K -1,200 Closed
FEG
982
Financial Enhancement Group
Indiana
-$115K -1,000 Closed
WOSD
983
WFA of San Diego
California
-$110K -958 Closed
SFPG
984
Stonebridge Financial Planning Group
Florida
-$90K -930 Closed
PGAM
985
Princeton Global Asset Management
New Jersey
-$83K -720 Closed
VCM
986
Vigilant Capital Management
Maine
-$75K -649 Closed
RIA
987
Richwood Investment Advisors
Ohio
-$66K -572 Closed
SCA
988
Snowden Capital Advisors
New York
-$64K -558 Closed
KFP
989
KB Financial Partners
New Jersey
-$40K -350 Closed
AWA
990
Amplius Wealth Advisors
Pennsylvania
-$38K -330 Closed
OIS
991
Okabena Investment Services
Minnesota
-$34K -292 Closed
VRM
992
Vectors Research Management
New York
-$30K -260 Closed
CWS
993
Confluence Wealth Services
Pennsylvania
-$29K -256 Closed
CA
994
CoreCap Advisors
Michigan
-$29K -254 Closed
CCM
995
Chilton Capital Management
Texas
-$27K -230 Closed
DAM
996
Delta Asset Management
Tennessee
-$21K -180 Closed
AssetMark Inc
997
AssetMark Inc
California
-$19K -162 Closed
IWP
998
IAG Wealth Partners
Wisconsin
-$16K -135 Closed
AWM
999
Activest Wealth Management
Florida
-$15K -130 Closed
AC
1000
AlphaCore Capital
California
-$12K -100 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.