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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
HIP
101
HUB Investment Partners
Texas
$10.1M +$72.2K +725 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M -$19.9M -200,000 -67%
FWM
103
FSA Wealth Management
Massachusetts
$10M
CRC
104
Curi RMB Capital
Illinois
$9.85M -$22.9K -230 -0.2%
BB
105
Berkshire Bank
Massachusetts
$9.75M -$2.03M -20,432 -17%
PCIA
106
Prime Capital Investment Advisors
Kansas
$9.73M -$102K -1,025 -1%
NCMW
107
Northern Capital Management (Washington)
Washington
$8.37M -$955K -9,590 -10%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$8.34M +$1.22M +12,285 +17%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$8.3M -$854K -8,572 -9%
OWA
110
Octavia Wealth Advisors
Ohio
$8.3M +$1.13M +11,342 +16%
NP
111
NorthRock Partners
Minnesota
$8.04M -$1.4M -14,040 -15%
GIA
112
GHP Investment Advisors
Colorado
$7.97M +$93.1K +935 +1%
DWM
113
Darwin Wealth Management
Florida
$7.84M -$1.32M -13,230 -15%
NA
114
NewEdge Advisors
Louisiana
$7.78M +$337K +3,379 +5%
SWPG
115
Strategic Wealth Partners Group
Illinois
$7.75M +$2.89K +29 +0%
SC
116
Saiph Capital
New Jersey
$7.71M +$443K +4,445 +6%
PWAG
117
Polaris Wealth Advisory Group
California
$7.68M -$108K -1,087 -1%
ACM
118
Anfield Capital Management
California
$7.52M -$503K -5,047 -6%
MA
119
MUFG Americas
New York
$7.47M -$153K -1,535 -2%
HFG
120
Heron Financial Group
New York
$7.37M +$272K +2,735 +4%
RCM
121
RNC Capital Management
California
$7.26M -$632K -6,350 -8%
FFG
122
Ford Financial Group
California
$7.16M +$128K +1,284 +2%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$7.15M -$167K -1,677 -2%
HCC
124
Hirtle Callaghan & Co
Pennsylvania
$7.08M +$2.57M +25,838 +58%
TAM
125
Tocqueville Asset Management
New York
$7M -$3.07M -30,873 -31%

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.