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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
WA
101
Waverly Advisors
Alabama
$9.45M +$6.99M +83,063 +277%
WIC
102
Whitegate Investment Counselors
New Hampshire
$9.36M -$330K -3,923 -3%
HIP
103
HUB Investment Partners
Texas
$9.17M +$744K +8,846 +9%
EWA
104
EP Wealth Advisors
California
$9.11M +$461K +5,474 +5%
CRC
105
Curi RMB Capital
Illinois
$8.96M -$200K -2,371 -2%
CWM
106
Connecticut Wealth Management
Connecticut
$8.49M +$6.57K +78 +0.1%
OWA
107
Octavia Wealth Advisors
Ohio
$8.43M +$765K +9,092 +10%
FAM
108
Fred Alger Management
New York
$8.41M +$8.46M +100,477 +78,498%
MBTD
109
Mechanics Bank - Trust Department
California
$7.97M +$679K +8,068 +9%
CAN
110
Cetera Advisor Networks
California
$7.92M +$565K +6,716 +8%
EC
111
Estate Counselors
Wisconsin
$7.76M -$1.04M -12,370 -12%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$7.39M +$1.75M +20,846 +31%
CW
113
CreativeOne Wealth
Kansas
$7.37M +$132K +1,568 +2%
ACM
114
Anfield Capital Management
California
$7.21M +$1.63M +19,332 +32%
AFP
115
Ausdal Financial Partners
Iowa
$7.15M +$7.2M +85,517 New
PFPT
116
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.07M -$752K -8,937 -10%
KPWS
117
Kestra Private Wealth Services
Texas
$6.94M +$458K +5,447 +7%
MGIA
118
Moneta Group Investment Advisors
Missouri
$6.93M +$233K +2,768 +4%
HFG
119
Heron Financial Group
New York
$6.68M -$609K -7,231 -8%
SCA
120
Southern Capital Advisors
Tennessee
$6.67M -$2.52M -29,887 -27%
PWAG
121
Polaris Wealth Advisory Group
California
$6.6M -$144K -1,711 -2%
FHA
122
First Horizon Advisors
Tennessee
$6.49M +$1.95M +23,127 +42%
SWPG
123
Strategic Wealth Partners Group
Illinois
$6.32M -$115K -1,362 -2%
FIA
124
Foundations Investment Advisors
Arizona
$6.26M +$923K +10,964 +17%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$6.26M +$3.56M +42,278 +130%

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.